LIONSTONE CAP MGMT LLC Overview

Lionstone Cap Mgmt Llc is a hedge fund that manages 393.5 MM dollars in regulatory AUM and has 8 employees, of which 5 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/13 to 09/30/16. The fund's latest filing disclosed 163MM in positions, representing 41% of the manager's regulatory AUM.

LIONSTONE CAP MGMT LLC StockAlpha

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Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LIONSTONE CAP MGMT LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FSV 16.73% Financials -2.89% -2.71% 14 1%
SP 12.58% Cons. Disc. 9.89% 0.78% 13 2%
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LIONSTONE CAP MGMT LLC Founders and Key Employees

Name Title In Position Since
Leon Lowenstein Managing Member June-2004
Joshua Loria Cco March-2012
Leon Lowenstein Managing Member - Lionstone Gp, Llc (Relying Adviser) August-2004
Aaron B. Walsh Cfo December-2011

LIONSTONE CAP MGMT LLC Brokers, Custodians, Auditors and Administrators

Type Company
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Prime Broker Pro

LIONSTONE CAP MGMT LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


Fund of Funds

The investment objective of the Fund of Funds is to generate consistent and attractive absolute returns with reduced market risk compared to directional strategies. The Fund of Funds will invest with a group of private investment managers who manage investment vehicles which employ diversified investment styles and strategies.




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Lionstone Capital Management LLC Form ADV Part 2A


Lionstone selects Portfolio Managers based on an in-depth analysis of the investment techniques used, the organization of the management firm and the individuals at the firm. Lionstone undertakes a number of direct meetings with key representatives of the firm and researches the background and operational aspects of the firm. The process focuses on philosophy and methodology with the goal of coming to a complete understanding ...
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LIONSTONE CAP MGMT LLC Portfolio Concentration

LIONSTONE CAP MGMT LLC Location

CARNEGIE HALL TOWER
152 WEST 57TH STREET FLOOR 36
NEW YORK, New York
UNITED STATES, 10019

LIONSTONE CAP MGMT LLC Contact Information

Phone Number: 1-212-207-8001
Fax Number: 1-212-207-3137
Website:

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