Lionstone Capital Management’s portfolio manager is Leon Lowenstein. Lowenstein controls a portfolio of $382.1 million, according to the most recent 13F filings from September. The New York-based investment management firm manages $507.87 million in assets. The real estate, industrials, information technology, consumer discretionary, and communications sectors are all represented in Lionstone Capital Management’s investment portfolio. APi Group Corporation is the largest position in Lowenstein’s 13F portfolio as of September, accounting for 10.79 percent of the firm’s total shares.
Insider Monkey discusses the top 10 stock picks by Leon Lowenstein’s Lionstone Capital Management. Aramark is an American corporation that provides food and uniforms to schools, healthcare personnel, business clients, and correctional facilities. Thomas Steyer’s Farallon Capital is the largest Aramark shareholder, with a stake worth more than $601.9 million. Ferguson Plc stated on October 27 that shareholders of record on October 29 will receive a cash dividend of $0.166 per share, payable on December 10. Brian Ashford-Russell and Tim Woolley’s Polar Capital are the company’s largest shareholders. Lionstone Capital Management owns 75,100 shares of Meta Platforms, Inc., valued at $25.48 million, as of Q3 2021. The hedge fund’s 13F portfolio includes 6.66 percent of a tech company. Copart, Inc. is based in 11 different nations, including the United States, the United Kingdom, Canada, and Germany. The quarter’s revenue increased 36.63 percent year over year, surpassing expectations by $62.39 million. Dollar General Corporation is an American chain of variety stores with 18,000 locations around the country. With 138,215 shares valued at more than $29.32 million, it is one of Lionstone Capital Management’s top holdings from Q3. For more details, click Top 10 Stock Picks Of Leon Lowenstein’s Lionstone Capital Management.