Institutions / Greenhouse Funds LLLP

Greenhouse Funds LLLP

CIK 1626220 · Institution · as of Dec 31, 2025
Portfolio value
$2.59B
Positions
33
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 33 →
CompanyClassValueShares% of portfolio
NCR Voyix Corp$187.18M18,350,9877.2%
BILL Holdings Inc$160.02M2,933,9266.2%
Sportradar Group AG$157.39M6,621,5546.1%
Globalstar, Inc.GSATCommon Stock$135.80M2,224,8455.2%
Norwegian Cruise Line Holdings Ltd.$118.27M5,298,6494.6%
Cadre Holdings, Inc.CDRECommon Stock$114.03M2,792,0354.4%
Madison Square Garden Sports Corp.$109.17M422,0914.2%
ZoomInfo Technologies Inc.$108.13M10,632,0974.2%
RBC Bearings Inc$105.46M235,1874.1%
Confluent, Inc.$101.81M3,366,8433.9%
NeoGenomics Inc$101.65M8,643,8463.9%
Healthequity, Inc.$98.91M1,079,7043.8%
Mister Car Wash Inc$92.02M16,549,7133.6%
Hayward Holdings, Inc.$91.96M5,952,0013.6%
Universal Display Corp$90.43M774,3303.5%
SPDR Series Trust$83.83M687,5243.2%
Chime Financial, Inc.$82.86M3,291,9513.2%
Valmont Industries Inc$82.12M204,1243.2%
Merit Medical Systems Inc$76.44M867,2273.0%
Teledyne Technologies Inc$76.34M149,4662.9%
Toast, Inc.$66.05M1,860,1432.6%
Oceaneering International Inc$59.31M2,468,2602.3%
Astera Labs, Inc.$52.31M314,4172.0%
ADT Inc.$45.90M5,687,8981.8%
Phreesia, Inc.$41.83M2,471,9601.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.