Hedge Fund - Lionstone Capital Management

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No. Security Ticker Shares Value Activity % Port History
1. APG 2,476,270 $94,742,090 -6% 21.9%
2. GOOGL 233,545 $73,286,421 -11% 16.94%
3. AMZN 279,740 $64,569,587 -11% 14.92%
4. QXO 2,332,662 $44,997,050 +10% 10.4%
5. SPGI 84,000 $43,897,560 10.15%