StockDriftsStockDriftsTop 8 Greenstone Partners & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 23.25% | 195.3K | $100.6M | +0.00%(+0) | $42.97(+627.65%) | 2026-06-30 | |
| VSTS | VESTIS CORPORATION | 17.1% | 5.09M | $74.0M | +0.00%(+0) | $6.35(+120.67%) | 2026-06-30 | |
| AYI | ACUITY INC | 15.65% | 179.7K | $67.7M | +0.00%(+0) | $195.35(+84.17%) | 2026-06-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 11.51% | 404.6K | $49.8M | +0.07%(+265) | $156.61(+16.61%) | 2026-06-30 | |
| SGI | SOMNIGROUP INTERNATIONAL INC | 10.31% | 568.6K | $44.6M | +0.05%(+280) | $81.33(-20.27%) | 2026-06-30 | |
| APPF | APPFOLIO INC | 10.14% | 273.6K | $43.9M | +0.04%(+120) | $184.66(+10.46%) | 2026-06-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 6.32% | 672.8K | $27.3M | +0.06%(+390) | $66.44(-6.43%) | 2026-06-30 | |
| CHTR | CHARTER COMMUNICATIONS INC | 5.73% | 174.2K | $24.8M | +0.01%(+9) | $216.07(-27.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +53.94% | +264.79% | +21.13% | +160.75% |
| Top 20 Holdings Unweighted | +33.04% | +135.45% | +11.79% | +74.61% |
Greenstone Partners & CO LLC reports $432.60M in US-listed equity holdings across 8 positions in its most recent 13F filing. Its largest disclosed positions are APP (23.3%), VSTS (17.1%) and AYI (15.7%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +264.79% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenstone Partners & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1845565). View Greenstone Partners & CO LLC’s 13F filings on SEC