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Greenstone Partners & Co Llc

Portfolio Manager
Greenstone Partners & CO LLC
Performance
-22.12% (2026 Q1)
AUM (13F)
$395.07M
# of Holdings
9
Performance Rank
Allocation (Top 20)
100.01%

Greenstone Partners & Co Llc Holdings Map

Top 9 Greenstone Partners & Co Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
APP
APPLOVIN CORP
19.67%195.3K$77.7M
+0.00%(+0)
2025-Q1: 404.3K shares2025-Q2: 348.5K shares2025-Q3: 344.3K shares2025-Q4: 195.3K shares2026-Q1: 195.3K shares
$42.97(+1065.93%)
2026-03-31
GWRE
GUIDEWIRE SOFTWARE INC
15.31%404.3K$60.5M
+117.43%(+218.36K)
2025-Q1: 179.6K shares2025-Q2: 127.5K shares2025-Q3: 126.0K shares2025-Q4: 186.0K shares2026-Q1: 404.3K shares
$156.63(-16.91%)
2026-03-31
AYI
ACUITY INC
12.75%179.7K$50.4M
-6.83%(-13.17K)
2025-Q1: 161.5K shares2025-Q2: 195.3K shares2025-Q3: 192.9K shares2025-Q4: 192.9K shares2026-Q1: 179.7K shares
$195.35(+44.17%)
2026-03-31
APPF
APPFOLIO INC
10.93%273.5K$43.2M
+45.78%(+85.89K)
2025-Q1: 111.7K shares2025-Q2: 134.2K shares2025-Q3: 132.8K shares2025-Q4: 187.6K shares2026-Q1: 273.5K shares
$184.68(-17.86%)
2026-03-31
SGI
SOMNIGROUP INTERNATIONAL INC
10.63%568.4K$42.0M
+8.10%(+42.58K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 272.0K shares2025-Q4: 525.8K shares2026-Q1: 568.4K shares
$81.33(-22.94%)
2026-03-31
VSTS
VESTIS CORPORATION
10.14%5.09M$40.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 1.92M shares2025-Q3: 3.15M shares2025-Q4: 5.09M shares2026-Q1: 5.09M shares
$6.35(+92.81%)
2026-03-31
PCOR
PROCORE TECHNOLOGIES INC
9.7%672.4K$38.3M
+28.62%(+149.62K)
2025-Q1: 321.7K shares2025-Q2: 321.7K shares2025-Q3: 522.8K shares2025-Q4: 522.8K shares2026-Q1: 672.4K shares
$66.45(-30.28%)
2026-03-31
CHTR
CHARTER COMMUNICATIONS INC
9.52%174.2K$37.6M
+3896.28%(+169.80K)
2025-Q1: 129.4K shares2025-Q2: 115.1K shares2025-Q3: 27.4K shares2025-Q4: 4.4K shares2026-Q1: 174.2K shares
$216.07(-35.05%)
2026-03-31
XPO
XPO INC
1.36%27.7K$5.4M
-85.69%(-165.99K)
2025-Q1: 170.0K shares2025-Q2: 192.8K shares2025-Q3: 190.4K shares2025-Q4: 193.7K shares2026-Q1: 27.7K shares
$119.28(+71.22%)
2026-03-31

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