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

Currently, Greenstone Partners, L.P. holds 11 types of securities in its portfolio with a total value $546.9M. In the most recent quarter, they have increased their positions in APP (+344.3K shares, valued at $247.4M), AYI (+192.9K shares, valued at $66.4M), PCOR (+522.8K shares, valued at $38.1M); initiated new positions in APP (+344.3K shares, valued at $247.4M), AYI (+192.9K shares, valued at $66.4M), PCOR (+522.8K shares, valued at $38.1M).

1M P&L

+36.2M+9.17%

3M P&L

-40.1M-8.51%

HY P&L

-59.5M-12.13%

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 - Application376.3M

68.8%

2Electrical Equipment & Parts66.4M

12.1%

3Telecom Services42.4M

7.7%

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 CORP344.3K sharesnew addition2025-09-302025-11-14

AYI ACUITY BRANDS INC192.9K sharesnew addition2025-09-302025-11-14

PCOR PROCORE TECHNOLOGIES INC522.8K sharesnew addition2025-09-302025-11-14

APPF APPFOLIO INC132.8K sharesnew addition2025-09-302025-11-14

LBRDK LIBERTY BROADBAND CL C547.9K sharesnew addition2025-09-302025-11-14

GWRE GUIDEWIRE SOFTWARE INC126.0K sharesnew addition2025-09-302025-11-14

PAR PAR TECHNOLOGY CORP638.4K sharesnew addition2025-09-302025-11-14

XPO XPO INC190.4K sharesnew addition2025-09-302025-11-14

Sponsored

SGI SOMNIGROUP INTERNATIONAL272.0K sharesnew addition2025-09-302025-11-14

VSTS VESTIS3.1M sharesnew addition2025-09-302025-11-14

CHTR CHARTER COMMUNICATIONS INC CL A27.4K sharesnew addition2025-09-302025-11-14

APP

APPLOVIN CORP

New

Shares344.3K

Event2025-09-30

Filed2025-11-14

AYI

ACUITY BRANDS INC

New

Shares192.9K

Event2025-09-30

Filed2025-11-14

PCOR

PROCORE TECHNOLOGIES INC

New

Shares522.8K

Event2025-09-30

Filed2025-11-14

APPF

APPFOLIO INC

New

Shares132.8K

Event2025-09-30

Filed2025-11-14

LBRDK

LIBERTY BROADBAND CL C

New

Shares547.9K

Event2025-09-30

Filed2025-11-14

GWRE

GUIDEWIRE SOFTWARE INC

New

Shares126.0K

Event2025-09-30

Filed2025-11-14

PAR

PAR TECHNOLOGY CORP

New

Shares638.4K

Event2025-09-30

Filed2025-11-14

XPO

XPO INC

New

Shares190.4K

Event2025-09-30

Filed2025-11-14

SGI

SOMNIGROUP INTERNATIONAL

New

Shares272.0K

Event2025-09-30

Filed2025-11-14

VSTS

VESTIS

New

Shares3.1M

Event2025-09-30

Filed2025-11-14

CHTR

CHARTER COMMUNICATIONS INC CL A

New

Shares27.4K

Event2025-09-30

Filed2025-11-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

Greenstone Partners, L.P. Institutional Holdings, Portfolio & P&L — TradeFomo