13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001941040-25-000485
Total Value
$426.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 348,515 | $122.0M | 28.59% |
| 2 | ACUITY BRANDS INC | AYI | 195,269 | $58.3M | 13.65% |
| 3 | CHARTER COMMUNICATIONS INC | 16119P108 | 115,138 | $47.1M | 11.03% |
| 4 | PAR TECHNOLOGY CORP | PAR | 531,313 | $36.9M | 8.64% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 361,845 | $33.0M | 7.74% |
| 6 | APPFOLIO INC | APPF | 134,229 | $30.9M | 7.24% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 127,516 | $30.0M | 7.04% |
| 8 | XPO INC | XPO | 192,784 | $24.3M | 5.70% |
| 9 | PROCORE TECHNOLOGIES INC | PCOR | 321,739 | $22.0M | 5.16% |
| 10 | MERIDIANLINK INC | MRDN | 693,943 | $11.3M | 2.64% |
| 11 | VESTIS CORPORATION | VSTS | 1,919,705 | $11.0M | 2.58% |