Greenstone Partners & Co., LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Greenstone Partners & Co., LLC disclosed 8 US equity positions worth $432.6m in its Q2 2026 13F filing. The largest position was APP at 23.3% of the reported book, followed by VSTS and AYI. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 0 among the top 8 holdings.
What did Greenstone Partners & Co., LLC own in Q2 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 23.3% | $100.6m | 195,251 | 0% | held |
| 2 | VSTS VESTIS CORPORATION | Industrials | 17.1% | $74.0m | 5,094,356 | 0% | held |
| 3 | AYI ACUITY INC | Industrials | 15.6% | $67.7m | 179,710 | 0% | held |
| 4 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 11.5% | $49.8m | 404,584 | 0% | held |
| 5 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 10.3% | $44.6m | 568,634 | 0% | held |
| 6 | APPF APPFOLIO INC | Technology | 10.1% | $43.9m | 273,617 | 0% | held |
| 7 | PCOR PROCORE TECHNOLOGIES INC | Technology | 6.3% | $27.3m | 672,813 | 0% | held |
| 8 | CHTR CHARTER COMMUNICATIONS INC | Communication Services | 5.7% | $24.8m | 174,167 | 0% | held |
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.