GREENSTONE PARTNERS & CO., LLC
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%.
8 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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% |