Greenstone Partners & Co., LLC
CIK: 0001845565SEC EDGAR →
Portfolio Value
$514.4M
Holdings
12
As of
Q4 2025
New Positions
3
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | 195,251 | $131.6M | 25.57% |
| 2 | ACUITY INC | 192,880 | $69.4M | 13.50% |
| 3 | SOMNIGROUP INTERNATIONAL INC | 525,774 | $46.9M | 9.12% |
| 4 | APPFOLIO INC | 187,609 | $43.6M | 8.48% |
| 5 | PROCORE TECHNOLOGIES INC | 522,802 | $38.0M | 7.39% |
| 6 | LIBERTY BROADBAND CORP | 771,632 | $37.5M | 7.29% |
| 7 | GUIDEWIRE SOFTWARE INC | 185,956 | $37.4M | 7.27% |
| 8 | PAR TECHNOLOGY CORP | 1,019,311 | $37.0M | 7.19% |
| 9 | VESTIS CORPORATION | 5,094,356 | $34.0M | 6.61% |
| 10 | XPO INC | 193,703 | $26.3M | 5.12% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $287.6M | 55.9% |
| Industrials | 3 | $129.7M | 25.2% |
| Communication Services | 3 | $50.1M | 9.7% |
| Unknown | 1 | $46.9M | 9.1% |