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GREENSTONE PARTNERS & CO., LLC 13F Portfolio
GREENSTONE PARTNERS & CO., LLC
Latest SEC 13F filing: 2026-06-30
GREENSTONE PARTNERS & CO., LLC runs GREENSTONE PARTNERS & CO., LLC and currently holds 8 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $432.60M. Their top holdings are APP, VSTS, AYI, GWRE, SGI. The top five represent 77.8% of reported portfolio weight. GREENSTONE PARTNERS & CO., LLC ranks #89 out of 1000 investors tracked by Alpha Score. They added to 5 existing positions. Their current best-performing preview position is VSTS with returns of +84.73%.
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Top 5 Holdings
APP23.3%
VSTS17.1%
AYI15.6%
GWRE11.5%
SGI10.3%
Top 5: 77.8%
Portfolio Returns
1 Year
+9.67%
#941/10003 Year
+244.51%
#49/10005 Year
+159.51%
#110/1000Portfolio Value
$432.60M
Alpha Score
140.2
#89 of 1000
Holdings
8
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GREENSTONE PARTNERS & CO., LLC Current 13F Holdings
Reported holdings from GREENSTONE PARTNERS & CO., LLC's latest SEC 13F filing, ranked by portfolio weight.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 APP APPLOVIN CORP | 23.25% | $38.18 | $277.04 | +625.62% | Held |
 VSTS VESTIS CORPORATION | 17.10% | $5.80 | $14.13 | +143.53% | Held |
 AYI ACUITY INC | 15.65% | $199.64 | $298.30 | +49.42% | Held |
 GWRE GUIDEWIRE SOFTWARE INC | 11.51% | $141.94 | $167.17 | +17.78% | Added +0.07% |
 SGI SOMNIGROUP INTERNATIONAL INC | 10.31% | $85.76 | $62.20 | -27.48% | Added +0.05% |
 APPF APPFOLIO INC | 10.14% | $171.90 | $202.20 | +17.63% | Added +0.04% |
 PCOR PROCORE TECHNOLOGIES INC | 6.32% | $62.51 | $56.23 | -10.05% | Added +0.06% |
 CHTR CHARTER COMMUNICATIONS INC | 5.73% | $219.68 | $103.38 | -52.94% | Added +0.01% |