13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q4 2025 · Filed February 18, 2026 · Accession 0001941040-26-000189
Total Value
$514.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 195,251 | $131.6M | 25.57% |
| 2 | ACUITY INC | AYI | 192,880 | $69.4M | 13.50% |
| 3 | SOMNIGROUP INTERNATIONAL INC | SGI | 525,774 | $46.9M | 9.12% |
| 4 | APPFOLIO INC | APPF | 187,609 | $43.6M | 8.48% |
| 5 | PROCORE TECHNOLOGIES INC | PCOR | 522,802 | $38.0M | 7.39% |
| 6 | LIBERTY BROADBAND CORP | LBRDP | 771,632 | $37.5M | 7.29% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 185,956 | $37.4M | 7.27% |
| 8 | PAR TECHNOLOGY CORP | PAR | 1,019,311 | $37.0M | 7.19% |
| 9 | VESTIS CORPORATION | VSTS | 5,094,356 | $34.0M | 6.61% |
| 10 | XPO INC | XPO | 193,703 | $26.3M | 5.12% |
| 11 | GCI LIBERTY INC | GLIBK | 315,282 | $11.7M | 2.28% |
| 12 | CHARTER COMMUNICATIONS INC N | 16119P108 | 4,358 | $909,733 | 0.18% |