Greenstone Partners & Co., Llc Portfolio Stock Holdings
Greenstone Partners & Co., Llc disclosed 9 stock positions valued at approximately $395.1 million in its latest SEC 13F filing. The largest holdings include APPLOVIN CORP, GUIDEWIRE SOFTWARE INC, and ACUITY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 9
- Portfolio Value
- $395.1M
Holdings by Sector
Greenstone Partners & Co., Llc Portfolio Holdings in Q1 2026
9 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 19.67% | 195,251 | - | - | $77,709,898 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 15.31% | 404,319 | +218,363 | +117.43% | $60,469,950 |
| ACUITY INC | AYI | Industrials | 12.75% | 179,710 | -13,170 | -6.83% | $50,358,336 |
| APPFOLIO INC | APPF | Technology | 10.93% | 273,497 | +85,888 | +45.78% | $43,163,297 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 10.63% | 568,354 | +42,580 | +8.10% | $42,012,728 |
| VESTIS CORPORATION | VSTS | Industrials | 10.14% | 5,094,356 | - | - | $40,041,638 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 9.70% | 672,423 | +149,621 | +28.62% | $38,328,111 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 9.52% | 174,158 | +169,800 | +3896.28% | $37,597,229 |
| XPO INC | XPO | Industrials | 1.36% | 27,715 | -165,988 | -85.69% | $5,391,953 |