Greenstone Partners, L.P. 13F Holdings · last filed Q3 2025
Greenstone Partners, L.P. reported 11 securities worth $546.90M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: APP (45.23%), AYI (12.15%), PCOR (6.97%). Among its top 25 positions this quarter: 11 new.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $247.4M | 45.23% | 344,251 | New |
| 2 | AYI | ACUITY BRANDS INC | $66.4M | 12.15% | 192,880 | New |
| 3 | PCOR | PROCORE TECHNOLOGIES INC | $38.1M | 6.97% | 522,802 | New |
| 4 | APPF | APPFOLIO INC | $36.6M | 6.69% | 132,776 | New |
| 5 | LBRDK | LIBERTY BROADBAND CL C | $34.8M | 6.37% | 547,890 | New |
| 6 | GWRE | GUIDEWIRE SOFTWARE INC | $29.0M | 5.29% | 125,956 | New |
| 7 | PAR | PAR TECHNOLOGY CORP | $25.3M | 4.62% | 638,426 | New |
| 8 | XPO | XPO INC | $24.6M | 4.50% | 190,422 | New |
| 9 | SGI | SOMNIGROUP INTERNATIONAL | $22.9M | 4.19% | 272,017 | New |
| 10 | VSTS | VESTIS | $14.3M | 2.61% | 3.1M | New |
| 11 | CHTR | CHARTER COMMUNICATIONS INC CL A | $7.5M | 1.38% | 27,408 | New |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR