Greenhouse Funds LLLP
Top Portfolio Positions
29 positions ·
$2,150,967,545 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SRAD |
Sportradar Group AG
Technology
|
9,363,864 | $156,751,083 | 7.29% |
| GSAT |
Globalstar, Inc.
Communication Services
|
2,200,968 | $146,188,294 | 6.80% |
| NCLH |
Norwegian Cruise Line Holdings Ltd.
Consumer Cyclical
|
7,613,980 | $142,381,426 | 6.62% |
| VYX |
NCR Voyix Corp
Technology
|
22,431,714 | $141,992,749 | 6.60% |
| RBC |
RBC Bearings INC
Industrials
|
234,107 | $127,148,193 | 5.91% |
| BILL |
BILL Holdings, Inc.
Technology
|
3,190,605 | $122,200,171 | 5.68% |
| HQY |
Healthequity, Inc.
Healthcare
|
1,257,854 | $105,118,858 | 4.89% |
| MCW |
Mister Car Wash, Inc.
Consumer Cyclical
|
13,342,649 | $92,998,263 | 4.32% |
| CDRE |
Cadre Holdings, Inc.
Industrials
|
2,868,378 | $88,001,837 | 4.09% |
| HAYW |
Hayward Holdings, Inc.
Industrials
|
6,418,964 | $85,885,738 | 3.99% |
Holdings in SG
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,205,529 | 5,049,235 | Shares | Sole | 2026-05-15 | |
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