Greenstone Partners & Co., LLC

CIK 0001845565 · LARKSPUR, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Greenstone Partners & Co., LLC reported 8 positions worth $432.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APP (23.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$432.6M

2026 Q2

Positions

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

100.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

8 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	APP	APPLOVIN CORP	SH	$100.6M	23.25%	195,251	—	—
▸ 2	VSTS	VESTIS CORPORATION	SH	$74.0M	17.10%	5,094,356	—	—
▸ 3	AYI	ACUITY INC	SH	$67.7M	15.65%	179,710	—	—
▸ 4	GWRE	GUIDEWIRE SOFTWARE INC	SH	$49.8M	11.51%	404,584	—	—
▸ 5	SGI	SOMNIGROUP INTERNATIONAL INC	SH	$44.6M	10.31%	568,634	—	—
▸ 6	APPF	APPFOLIO INC	SH	$43.9M	10.14%	273,617	—	—
▸ 7	PCOR	PROCORE TECHNOLOGIES INC	SH	$27.3M	6.32%	672,813	—	—
▸ 8	CHTR	CHARTER COMMUNICATIONS INC	SH	$24.8M	5.73%	174,167	—	—

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Greenstone Partners & Co., LLC hold as of Q2 2026?

Greenstone Partners & Co., LLC reported 8 positions worth $432.6M in its Q2 2026 13F filing. Largest positions: APP (23.3%), VSTS (17.1%), AYI (15.6%), GWRE (11.5%) and SGI (10.3%).

What did Greenstone Partners & Co., LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Greenstone Partners & Co., LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.