Greenstone Partners & Co., LLC
Top Portfolio Positions
9 positions ·
$395,073,137 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| APP |
AppLovin Corp
Communication Services
|
195,251 | $77,709,898 | 19.67% | |
| GWRE |
Guidewire Software, Inc.
Technology
|
404,319 | $60,469,949 | 15.31% | |
| AYI |
Acuity Inc. (De)
Industrials
|
179,710 | $50,358,336 | 12.75% | |
| APPF |
Appfolio Inc
Technology
|
273,497 | $43,163,296 | 10.93% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
568,354 | $42,012,727 | 10.63% | |
| VSTS |
Vestis Corp
Industrials
|
5,094,356 | $40,041,638 | 10.14% | |
| PCOR |
Procore Technologies, Inc.
Technology
|
672,423 | $38,328,111 | 9.70% | |
| CHTR |
Charter Communications, Inc. /Mo/
Communication Services
|
174,158 | $37,597,229 | 9.52% | |
| XPO |
XPO, Inc.
Industrials
|
27,715 | $5,391,953 | 1.36% |
Portfolio Trend
22 quarters · across all stocks
Holdings in APPF
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,163,296 | 273,497 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $43,647,233 | 187,609 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $36,601,032 | 132,776 | Shares | Sole | 2026-02-25 | |
| 2025-06-30 | $30,910,254 | 134,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,571,626 | 111,740 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $27,895,890 | 113,067 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,615,971 | 113,067 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $27,652,796 | 113,067 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,898,151 | 113,067 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $19,587,727 | 113,067 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,649,426 | 113,067 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,463,353 | 113,067 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,399,597 | 115,678 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,190,147 | 115,678 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $12,113,800 | 115,678 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,333,019 | 102,968 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,484,054 | 83,774 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,794,129 | 56,122 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,757,088 | 56,122 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,924,426 | 56,122 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $7,936,212 | 56,122 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $10,104,204 | 56,122 | Shares | Sole | 2021-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||