Greenstone Partners, L.P.
CIK: 0001494311SEC EDGAR →
Portfolio Value
$546.9M
Holdings
11
As of
Q3 2025
New Positions
11
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLOVIN CORP | 344,251 | $247.4M | 45.23% |
| 2 | ACUITY BRANDS INC | 192,880 | $66.4M | 12.15% |
| 3 | PROCORE TECHNOLOGIES INC | 522,802 | $38.1M | 6.97% |
| 4 | APPFOLIO INC | 132,776 | $36.6M | 6.69% |
| 5 | LIBERTY BROADBAND CL C | 547,890 | $34.8M | 6.37% |
| 6 | GUIDEWIRE SOFTWARE INC | 125,956 | $29.0M | 5.29% |
| 7 | PAR TECHNOLOGY CORP | 638,426 | $25.3M | 4.62% |
| 8 | XPO INC | 190,422 | $24.6M | 4.50% |
| 9 | SOMNIGROUP INTERNATIONAL | 272,017 | $22.9M | 4.19% |
| 10 | VESTIS | 3,148,425 | $14.3M | 2.61% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 5 | $376.3M | 68.8% |
| Industrials | 3 | $105.3M | 19.3% |
| Communication Services | 2 | $42.4M | 7.7% |
| Unknown | 1 | $22.9M | 4.2% |