Greenstone Partners & Co., LLC 13F Holdings · Q2 2026
Greenstone Partners & Co., LLC reported 8 securities worth $432.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: APP (23.25%), VSTS (17.10%), AYI (15.65%). Among its top 25 positions this quarter: 5 added, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $100.6M | 23.25% | 195,251 | Hold |
| 2 | VSTS | VESTIS CORPORATION | $74.0M | 17.10% | 5.1M | Hold |
| 3 | AYI | ACUITY INC | $67.7M | 15.65% | 179,710 | Hold |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | $49.8M | 11.51% | 404,584 | Added |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | $44.6M | 10.31% | 568,634 | Added |
| 6 | APPF | APPFOLIO INC | $43.9M | 10.14% | 273,617 | Added |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $27.3M | 6.32% | 672,813 | Added |
| 8 | CHTR | CHARTER COMMUNICATIONS INC | $24.8M | 5.73% | 174,167 | Added |
| 9 | XPO | XPO INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR