Greenstone Partners & Co., Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Greenstone Partners & Co., Llc disclosed 8 stock positions valued at approximately $432.60M as of quarter-end June 30, 2026. The largest holdings include APPLOVIN CORP, VESTIS CORPORATION, and ACUITY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $432.60M
Holdings by Sector
Greenstone Partners & Co., Llc Portfolio Holdings in Q2 2026
8 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 23.25% | 195,251 | - | - | $100,599,173 |
| VESTIS CORPORATION | VSTS | Industrials | 17.10% | 5,094,356 | - | - | $73,970,049 |
| ACUITY INC | AYI | Industrials | 15.65% | 179,710 | - | - | $67,689,569 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 11.51% | 404,584 | +265 | +0.07% | $49,784,061 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 10.31% | 568,634 | +280 | +0.05% | $44,580,906 |
| APPFOLIO INC | APPF | Technology | 10.14% | 273,617 | +120 | +0.04% | $43,874,486 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 6.32% | 672,813 | +390 | +0.06% | $27,329,664 |
| CHARTER COMMUNICATIONS INC | CHTR | Communication Services | 5.73% | 174,167 | +9 | +0.01% | $24,768,289 |