Greenstone Partners & Co., LLC

CIK

1845565

Location

LARKSPUR, CA

Portfolio Value

Small $395,073,137

Diversification

Diversified

Filing Date

Global Rank

#2,672 / 8,232 ▼ 113

Top Industry

Software - Application 35.9%

3Y Alpha vs SPY

+24.6%

Period ended 2 months ago

Filed May 14, 2026 · 31d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+208.8%

SPY

+76.3%

Annualised alpha

+24.8%

Max drawdown

−39.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

9 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.7%

−8.6 pts

Top 5

69.3%

−1.6 pts

Top 10

100.0%

0.0 pts

HHI

1,305

Diversified−187

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.9%	$141,961,356	3
Communication Services	29.2%	$115,307,127	2
Industrials	24.2%	$95,791,927	3
Consumer Cyclical	10.6%	$42,012,727	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
GWRE	Guidewire Software, Inc.	+218,363	404,319	$60,469,949
CHTR	Charter Communications, Inc. /Mo/	+169,800	174,158	$37,597,229
PCOR	Procore Technologies, Inc.	+149,621	672,423	$38,328,111
APPF	Appfolio Inc	+85,888	273,497	$43,163,296
SGI	Somnigroup International Inc.	+42,580	568,354	$42,012,727
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
XPO	XPO, Inc.	−165,988	27,715	$5,391,953
AYI	Acuity Inc. (De)	−13,170	179,710	$50,358,336
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
PAR	Par Technology Corp	1,019,311	$36,980,603
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

9 positions · $395,073,137 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APP	AppLovin Corp Communication Services	Held	195,251	0	$77,709,898	−40.9%	19.67%
GWRE	Guidewire Software, Inc. Technology	Added	404,319	+218,363	$60,469,949	+61.8%	15.31%
AYI	Acuity Inc. (De) Industrials	Reduced	179,710	-13,170	$50,358,336	−27.5%	12.75%
APPF	Appfolio Inc Technology	Added	273,497	+85,888	$43,163,296	−1.1%	10.93%
SGI	Somnigroup International Inc. Consumer Cyclical	Added	568,354	+42,580	$42,012,727	−10.5%	10.63%
VSTS	Vestis Corp Industrials	Held	5,094,356	0	$40,041,638	+17.8%	10.14%
PCOR	Procore Technologies, Inc. Technology	Added	672,423	+149,621	$38,328,111	+0.8%	9.70%
CHTR	Charter Communications, Inc. /Mo/ Communication Services	Added	174,158	+169,800	$37,597,229	+4032.8%	9.52%
XPO	XPO, Inc. Industrials	Reduced	27,715	-165,988	$5,391,953	−79.5%	1.36%