Greenstone Partners & Co., Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$395.1M
Q ending 2026-03-31
Prior quarter
$514.4M
Q ending 2025-12-31
Change
-23.2% QoQ · +4.9% YoY
Positions
9
reported holdings
Largest positions
All 9 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Applovin Corp | APP | Shares | $77.7M | 195K |
| Guidewire Software Inc | GWRE | Shares | $60.5M | 404K |
| Acuity Inc | AYI | Shares | $50.4M | 180K |
| Appfolio Inc | APPF | Shares | $43.2M | 273K |
| Somnigroup International Inc | SGI | Shares | $42.0M | 568K |
| Vestis Corporation | VSTS | Shares | $40.0M | 5.1M |
| Procore Technologies Inc | PCOR | Shares | $38.3M | 672K |
| Charter Communications Inc | CHTR | Shares | $37.6M | 174K |
| Xpo Inc | XPO | Shares | $5.4M | 28K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.