Greenstone Partners & Co., LLC: 13F holdings
CIK 18455652026Q2
| Positions | 8 |
|---|
| Reported value | $432.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (-1 vs prior quarter) |
|---|
| Reported value | $432.6m (+9.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APP APPLOVIN CORP | 195,251 | $100.6m | 23.3% |
| VSTS VESTIS CORPORATION | 5,094,356 | $74.0m | 17.1% |
| AYI 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% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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