The Analysis of Greenstone Partners & Co., LLC's Holdings & P&L

Currently, Greenstone Partners & Co., LLC holds 9 types of securities in its portfolio with a total value $395.1M. In the most recent quarter, they have increased their positions in CHTR (+169.8K shares, valued at $36.7M), GWRE (+218.4K shares, valued at $32.7M), APPF (+85.9K shares, valued at $13.6M); decreased their positions in XPO (-166.0K shares, valued at $32.3M), AYI (-13.2K shares, valued at $3.7M).

1M P&L

-10.1M-2.43%

3M P&L

-11.7M-2.80%

HY P&L

-63.3M-13.45%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application287.6M

57.2%

2Electrical Equipment & Parts69.4M

13.8%

3Furnishings, Fixtures & Appliances46.9M

9.3%

Top Industries by Stock Count

1Software - Application5 stocks

45.5%

2Telecom Services2 stocks

18.2%

3Electrical Equipment & Parts1 stocks

9.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APP APPLOVIN CORP195.3K shares0.00%2026-03-312026-05-14

GWRE GUIDEWIRE SOFTWARE INC404.3K shares117.43%2026-03-312026-05-14

AYI ACUITY INC179.7K shares-6.83%2026-03-312026-05-14

APPF APPFOLIO INC273.5K shares45.78%2026-03-312026-05-14

SGI SOMNIGROUP INTERNATIONAL INC568.4K shares8.10%2026-03-312026-05-14

VSTS VESTIS CORPORATION5.1M shares0.00%2026-03-312026-05-14

PCOR PROCORE TECHNOLOGIES INC672.4K shares28.62%2026-03-312026-05-14

CHTR CHARTER COMMUNICATIONS INC174.2K shares3896.28%2026-03-312026-05-14

Sponsored

XPO XPO INC27.7K shares-85.69%2026-03-312026-05-14

APP

APPLOVIN CORP

0.00%

Shares195.3K

Event2026-03-31

Filed2026-05-14

GWRE

GUIDEWIRE SOFTWARE INC

117.43%

Shares404.3K

Event2026-03-31

Filed2026-05-14

AYI

ACUITY INC

-6.83%

Shares179.7K

Event2026-03-31

Filed2026-05-14

APPF

APPFOLIO INC

45.78%

Shares273.5K

Event2026-03-31

Filed2026-05-14

SGI

SOMNIGROUP INTERNATIONAL INC

8.10%

Shares568.4K

Event2026-03-31

Filed2026-05-14

VSTS

VESTIS CORPORATION

0.00%

Shares5.1M

Event2026-03-31

Filed2026-05-14

PCOR

PROCORE TECHNOLOGIES INC

28.62%

Shares672.4K

Event2026-03-31

Filed2026-05-14

CHTR

CHARTER COMMUNICATIONS INC

3896.28%

Shares174.2K

Event2026-03-31

Filed2026-05-14

XPO

XPO INC

-85.69%

Shares27.7K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available