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LCM

Lionstone Capital Management Portfolio holdings

AUM $413M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$174K

Top Sells

No sells this quarter

Sector Composition

1 Industrials 47.08%
2 Consumer Discretionary 18.44%
3 Communication Services 15.27%
4 Real Estate 9.63%
5 Financials 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.9M 21.02%
2,616,750
2
$68.5M 16.01%
312,000
3
$63.6M 14.86%
261,120
4
$41.2M 9.63%
216,200
5
$40.9M 9.55%
84,000
6
$40.4M 9.45%
2,121,212
7
$36.2M 8.45%
161,048
8
$34.9M 8.16%
776,300
9
$10.4M 2.43%
41,450
10
$1.56M 0.37%
24,605
11
$183K 0.04%
+4,921
12
$104K 0.02%
6,760