Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Greenstone Partners & Co., LLC (CIK 1845565) reported $395.1M across 9 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APP ($77.7M, 19.67%), GWRE ($60.5M, 15.31%), AYI ($50.4M, 12.75%), APPF ($43.2M, 10.93%), TPX ($42.0M, 10.63%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $77.7M | 19.67% | 195,251 | Hold |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | $60.5M | 15.31% | 404,319 | Added |
| 3 | AYI | ACUITY INC | $50.4M | 12.75% | 179,710 | Trimmed |
| 4 | APPF | APPFOLIO INC | $43.2M | 10.93% | 273,497 | Added |
| 5 | TPX | SOMNIGROUP INTERNATIONAL INC | $42.0M | 10.63% | 568,354 | Added |
| 6 | VSTS | VESTIS CORPORATION | $40.0M | 10.14% | 5.1M | Hold |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | $38.3M | 9.70% | 672,423 | Added |
| 8 | CHTR | CHARTER COMMUNICATIONS INC | $37.6M | 9.52% | 174,158 | Added |
| 9 | XPO | XPO INC | $5.4M | 1.36% | 27,715 | Trimmed |
| 10 | GLIBK | GCI LIBERTY INC | $0 | 0.00% | 0 | Exited |
| 11 | LBRDK | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | Exited |
| 12 | PAR | PAR TECHNOLOGY CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31