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 VSTS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,041,638 | 5,094,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $33,979,354 | 5,094,356 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $14,262,365 | 3,148,425 | Shares | Sole | 2026-02-25 | |
| 2025-06-30 | $10,999,909 | 1,919,705 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||