Hedge Funds Similar to Lionstone

13F Portfolio OverlapQ2 2026Lionstone portfolio →
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Most similar hedge funds by 13F overlap

Lionstone Capital Management LLC is an institutional investor managing $435M across 11 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lionstone are JACKSON HILL ADVISORS, Clio Asset, Sycale Advisors (NY), with shared positions in $SPGI, $QXO, $CPRT, $FERG, $APG. The full ranking of 5 similar funds is below.

Substantial overlap · 3 shared positions
$197M
13 positions
Notable overlap · 3 shared positions
$126M
15 positions
Notable overlap · 4 shared positions
$326M
24 positions
Notable overlap · 3 shared positions
$666M
92 positions
Some overlap · 3 shared positions
$7.4B
49 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.