Institutions / Greenstone Partners & Co., LLC
Greenstone Partners & Co., LLC
CIK 1845565 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$514.43M
Positions
12
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$514.43M-5.9%Positions
12+9.1%Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $131.56M | 25.6% |
| Acuity Inc | $69.44M | 13.5% |
| Somnigroup International Inc | $46.94M | 9.1% |
| Appfolio Inc | $43.65M | 8.5% |
| Procore Technologies, Inc. | $38.03M | 7.4% |
| Liberty Broadband Corp | $37.50M | 7.3% |
| Guidewire Software, Inc. | $37.38M | 7.3% |
| Par Technology Corp | $36.98M | 7.2% |
| Vestis Corp | $33.98M | 6.6% |
| XPO Inc | $26.33M | 5.1% |
| GCI Liberty, Inc. | $11.73M | 2.3% |
| Charter Communications, Inc. | $909.7K | 0.2% |
Activity
Dec 31, 2025View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | AppLovin Corp Common stock | $-100.40M | -149K -43.28% | 195,251 25.57% of portfolio | high |
| Q4 2025 as of | Add | Somnigroup International Inc Common stock | $22.66M | +254K +93.29% | 525,774 9.12% of portfolio | medium |
| Q4 2025 as of | Add | Par Technology Corp Common stock | $13.82M | +381K +59.66% | 1,019,311 7.19% of portfolio | medium |
| Q4 2025 as of | Add | Vestis Corp Common stock | $12.98M | +1.9M +61.81% | 5,094,356 6.61% of portfolio | medium |
| Q4 2025 as of | Add | Appfolio Inc Common stock | $12.76M | +55K +41.30% | 187,609 8.48% of portfolio | medium |
| Q4 2025 as of | Add | Guidewire Software, Inc. Common stock | $12.06M | +60K +47.64% | 185,956 7.27% of portfolio | medium |
| Q4 2025 as of | New | GCI Liberty, Inc. Common stock | $11.73M | +315K | 315,282 2.28% of portfolio | medium |
| Q4 2025 as of | Add | Liberty Broadband Corp Common stock | $10.87M | +224K +40.84% | 771,632 7.29% of portfolio | medium |
| Q4 2025 as of | Trim | Charter Communications, Inc. Common stock | $-4.81M | -23K -84.10% | 4,358 0.18% of portfolio | low |
| Q4 2025 as of | Add | XPO Inc Common stock | $445.9K | +3K +1.72% | 193,703 5.12% of portfolio | low |