13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q4 2025 · Filed February 25, 2026 · Accession 0001420506-26-000618
Total Value
$546.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 344,251 | $247.4M | 45.23% |
| 2 | ACUITY BRANDS INC | AYI | 192,880 | $66.4M | 12.15% |
| 3 | PROCORE TECHNOLOGIES INC | PCOR | 522,802 | $38.1M | 6.97% |
| 4 | APPFOLIO INC | APPF | 132,776 | $36.6M | 6.69% |
| 5 | LIBERTY BROADBAND CL C | LBRDP | 547,890 | $34.8M | 6.37% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 125,956 | $29.0M | 5.29% |
| 7 | PAR TECHNOLOGY CORP | PAR | 638,426 | $25.3M | 4.62% |
| 8 | XPO INC | XPO | 190,422 | $24.6M | 4.50% |
| 9 | SOMNIGROUP INTERNATIONAL | SGI | 272,017 | $22.9M | 4.19% |
| 10 | VESTIS | VSTS | 3,148,425 | $14.3M | 2.61% |
| 11 | CHARTER COMMUNICATIONS INC CL A | 16119P108 | 27,408 | $7.5M | 1.38% |