13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000935836-23-000153
Total Value
$106.9M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ACUITY BRANDS INC | AYI | 95,985 | $15.9M | 14.87% |
| 2 | MERIDIANLINK INC | MRDN | 1,020,333 | $14.0M | 13.10% |
| 3 | APPFOLIO INC | APPF | 115,678 | $12.2M | 11.40% |
| 4 | PAR TECHNOLOGY CORP | PAR | 462,217 | $12.0M | 11.27% |
| 5 | FRONTIER COMMUNICATIONS PARENT | 35909D109 | 437,509 | $11.1M | 10.43% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 223,043 | $10.5M | 9.84% |
| 7 | BLACKLINE INC | BL | 129,265 | $8.7M | 8.13% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 131,089 | $8.2M | 7.67% |
| 9 | APPLOVIN CORP | APP | 754,141 | $7.9M | 7.43% |
| 10 | CHARTER COMMUNICATIONS INC | 16119P108 | 18,510 | $6.3M | 5.87% |