Greenstone Partners & Co., LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Greenstone Partners & Co., LLC disclosed 9 US equity positions worth $395.1m in its Q1 2026 13F filing. The largest position was APP at 19.7% of the reported book, followed by GWRE and AYI.
What did Greenstone Partners & Co., LLC own in Q1 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 19.7% | $77.7m | 195,251 | – | |
| 2 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 15.3% | $60.5m | 404,319 | – | |
| 3 | AYI ACUITY INC | Industrials | 12.7% | $50.4m | 179,710 | – | |
| 4 | APPF APPFOLIO INC | Technology | 10.9% | $43.2m | 273,497 | – | |
| 5 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 10.6% | $42.0m | 568,354 | – | |
| 6 | VSTS VESTIS CORPORATION | Industrials | 10.1% | $40.0m | 5,094,356 | – | |
| 7 | PCOR PROCORE TECHNOLOGIES INC | Technology | 9.7% | $38.3m | 672,423 | – | |
| 8 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 9.5% | $37.6m | 174,158 | – | |
| 9 | XPO XPO INC | Industrials | 1.4% | $5.4m | 27,715 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.