Lionstone Capital Management LLC Buys IAC/InterActiveCorp, Copart Inc, Planet Fitness Inc, Sells SS&C Technologies Holdings Inc, Terminix Global Holdings Inc, Match Group Inc

• New Purchases: CPRT, PLNT,
• Added Positions: IAC, LIND, MSGE, GOOG,
• Reduced Positions: SSNC, TMX, MTCH, IAA, SEAS, APG, BATRK, ARMK,

For the details of Lionstone Capital Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lionstone+capital+management+llc/current-portfolio/portfolio

1. APi Group Corp (APG) - 1,965,140 shares, 10.43% of the total portfolio. Shares reduced by 8.97%
2. FirstService Corp (FSV) - 196,381 shares, 9.66% of the total portfolio.
3. Lowe's Companies Inc (LOW) - 113,017 shares, 6.99% of the total portfolio.
4. Alphabet Inc (GOOG) - 12,281 shares, 6.73% of the total portfolio. Shares added by 8.22%
5. IAC/InterActiveCorp (IAC) - 131,332 shares, 5.87% of the total portfolio. Shares added by 169.27%

Lionstone Capital Management LLC initiated holding in Copart Inc. The purchase prices were between $81.5 and $106.16, with an estimated average price of $96.79. The stock is now traded at around $117.71. The impact to a portfolio due to this purchase was 3.59%. The holding were 91,563 shares as of .

Lionstone Capital Management LLC initiated holding in Planet Fitness Inc. The purchase prices were between $49.97 and $63.68, with an estimated average price of $57.62. The stock is now traded at around $69.40. The impact to a portfolio due to this purchase was 2.45%. The holding were 106,601 shares as of .

Lionstone Capital Management LLC added to a holding in IAC/InterActiveCorp by 169.27%. The purchase prices were between $106.71 and $137.46, with an estimated average price of $125.5. The stock is now traded at around $135.36. The impact to a portfolio due to this purchase was 3.69%. The holding were 131,332 shares as of .

Lionstone Capital Management LLC added to a holding in Lindblad Expeditions Holdings Inc by 48.14%. The purchase prices were between $6.93 and $11.64, with an estimated average price of $8.53. The stock is now traded at around $10.65. The impact to a portfolio due to this purchase was 0.96%. The holding were 929,387 shares as of .

Lionstone Capital Management LLC added to a holding in Madison Square Garden Entertainment Corp by 63.14%. The purchase prices were between $63.89 and $80.75, with an estimated average price of $72.23. The stock is now traded at around $79.45. The impact to a portfolio due to this purchase was 0.88%. The holding were 89,162 shares as of .