13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000935836-23-000572
Total Value
$146.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 872,442 | $22.4M | 15.35% |
| 2 | APPFOLIO INC | APPF | 113,067 | $19.5M | 13.31% |
| 3 | MERIDIANLINK INC | MRDN | 814,896 | $16.9M | 11.59% |
| 4 | ACUITY BRANDS INC | AYI | 94,175 | $15.4M | 10.50% |
| 5 | PAR TECHNOLOGY CORP | PAR | 444,003 | $14.6M | 10.00% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 223,043 | $14.5M | 9.93% |
| 7 | FRONTIER COMMUNICATIONS PARENT | 35909D109 | 632,389 | $11.8M | 8.06% |
| 8 | GUIDEWIRE SOFTWARE INC | GWRE | 145,589 | $11.1M | 7.57% |
| 9 | CHARTER COMMUNICATIONS INC | 16119P108 | 28,485 | $10.5M | 7.16% |
| 10 | SCHWAB CHARLES CORP | SCHW-PJ | 168,442 | $9.5M | 6.53% |