Greenstone Partners & Co., LLC 13F holdings
Greenstone Partners & Co., LLC reported 8 positions with a total reported value of $432.6M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: APP APPLOVIN CORP (23.3%), VSTS VESTIS CORPORATION (17.1%), ACUITY INC (15.6%), GWRE GUIDEWIRE SOFTWARE INC (11.5%), SGI SOMNIGROUP INTERNATIONAL INC (10.3%). Against 2026-03-31 it opened 0 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| APP APPLOVIN CORP | 195,251 | $100.6M | 23.3% |
| VSTS VESTIS CORPORATION | 5,094,356 | $74.0M | 17.1% |
| ACUITY INC | 179,710 | $67.7M | 15.6% |
| GWRE GUIDEWIRE SOFTWARE INC | 404,584 | $49.8M | 11.5% |
| SGI SOMNIGROUP INTERNATIONAL INC | 568,634 | $44.6M | 10.3% |
| APPF APPFOLIO INC | 273,617 | $43.9M | 10.1% |
| PCOR PROCORE TECHNOLOGIES INC | 672,813 | $27.3M | 6.3% |
| CHTR CHARTER COMMUNICATIONS INC | 174,167 | $24.8M | 5.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| XPO XPO INC | 27,715 | $5.4M | 1.4% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GWRE GUIDEWIRE SOFTWARE INC | 404,319 | 404,584 | +0.1% | $49.8M |
| SGI SOMNIGROUP INTERNATIONAL INC | 568,354 | 568,634 | +0.0% | $44.6M |
| APPF APPFOLIO INC | 273,497 | 273,617 | +0.0% | $43.9M |
| PCOR PROCORE TECHNOLOGIES INC | 672,423 | 672,813 | +0.1% | $27.3M |
| CHTR CHARTER COMMUNICATIONS INC | 174,158 | 174,167 | +0.0% | $24.8M |
Decreases
No position was decreased.
CIK 1845565 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
