StockDriftsStockDriftsTop 11 Greenstone Partners, L.p. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | 45.23% | 344.3K | $247.4M | new | $500.43(+42.72%) | 2025-09-30 | |
| AYI | ACUITY BRANDS INC | 12.15% | 192.9K | $66.4M | new | $317.53(+17.57%) | 2025-09-30 | |
| PCOR | PROCORE TECHNOLOGIES INC | 6.97% | 522.8K | $38.1M | new | $68.84(+8.27%) | 2025-09-30 | |
| APPF | APPFOLIO INC | 6.69% | 132.8K | $36.6M | new | $274.82(-13.66%) | 2025-09-30 | |
| LBRDK | LIBERTY BROADBAND CL C | 6.37% | 547.9K | $34.8M | new | $70.35(-31.42%) | 2025-09-30 | |
| GWRE | GUIDEWIRE SOFTWARE INC | 5.29% | 126.0K | $29.0M | new | $230.93(-11.03%) | 2025-09-30 | |
| PAR | PAR TECHNOLOGY CORP | 4.62% | 638.4K | $25.3M | new | $51.67(-26.98%) | 2025-09-30 | |
| XPO | XPO INC | 4.5% | 190.4K | $24.6M | new | $129.42(+9.20%) | 2025-09-30 | |
| SGI | SOMNIGROUP INTERNATIONAL | 4.19% | 272.0K | $22.9M | new | $77.85(+17.85%) | 2025-09-30 | |
| VSTS | VESTIS | 2.61% | 3.15M | $14.3M | new | $5.13(+27.65%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Greenstone Partners, L.p. reports $546.90M in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are APP (45.2%), AYI (12.2%) and PCOR (7.0%). The top 20 holdings account for 100% of reported assets. Figures reflect the Q3 2025 filing.
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Holdings on this page are parsed from Greenstone Partners, L.p.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1494311). View Greenstone Partners, L.p.’s 13F filings on SEC