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GREENSTONE PARTNERS & CO., LLC 13F portfolio summary

GREENSTONE PARTNERS & CO., LLC of GREENSTONE PARTNERS & CO., LLC has 8 current stock holdings with a reported portfolio value of $432.6M. The portfolio 1 year return is +9.67%. Top holdings include APP (23.25%), VSTS (17.10%), AYI (15.65%), GWRE (11.51%), SGI (10.31%).

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GREENSTONE PARTNERS & CO., LLC

GREENSTONE PARTNERS & CO., LLC
Latest 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 230 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 #88 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%
#940/1000
3 Year
+244.51%
#47/1000
5 Year
+159.51%
#108/1000

Portfolio Value

$432.60M

Alpha Score

140.2

#88 of 1000

Holdings

8

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8 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
APP
APPLOVIN CORP
23.25%$38.18$305.77+700.86%
Held
VSTS
VESTIS CORPORATION
17.10%$5.80$12.69+118.79%
Held
AYI
ACUITY INC
15.65%$199.64$343.05+71.83%
Held
GWRE
GUIDEWIRE SOFTWARE INC
11.51%$141.94$189.18+33.28%
Added
+0.07%
SGI
SOMNIGROUP INTERNATIONAL INC
10.31%$85.76$64.72-24.53%
Added
+0.05%
APPF
APPFOLIO INC
10.14%$171.90$224.40+30.54%
Added
+0.04%
PCOR
PROCORE TECHNOLOGIES INC
6.32%$62.51$63.46+1.52%
Added
+0.06%
CHTR
CHARTER COMMUNICATIONS INC
5.73%$219.68$150.17-31.64%
Added
+0.01%