Greenstone Partners, L.P.

CIK 1494311 · View on SEC EDGAR ↗

Portfolio value
$546.9M
#3,564 of 9,443 by 13F value · top 37.7%
Positions
11
As of
Sept. 30, 2025 Data as of Q3 2025
Top 10 holdings weight
98.62%
Top 25 holdings weight
100.00%
Positions above 1%
11
Effective number of positions
4.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

New positions
11
Increased
0
Decreased
0
Closed
0
On this page

Sector breakdown

Technology
68.8%
Industrials
19.3%
Communication Services
7.7%
Consumer products
4.2%

Full portfolio 11 positions

Type Streak 8Q trend
APP Applovin Corporation - Class A Common Stock $247,358,114 45.23% 344,251 Up ×1
AYI Acuity Inc. Common Stock $66,425,943 12.15% 192,880 Up ×1
PCOR Procore Technologies, Inc. Common Stock $38,122,722 6.97% 522,802 Up ×1
APPF AppFolio, Inc. - Class A Common Stock $36,601,032 6.69% 132,776 Up ×1
LBRDK Liberty Broadband Corporation - Class C Common Stock $34,812,931 6.37% 547,890 Up ×1
GWRE Guidewire Software, Inc. Common Stock $28,952,246 5.29% 125,956 Up ×1
PAR PAR Technology Corporation Common Stock $25,268,901 4.62% 638,426 Up ×1
XPO XPO, Inc. Common Stock $24,615,852 4.50% 190,422 Up ×1
SGI Somnigroup International Inc. Common Stock $22,939,194 4.19% 272,017 Up ×1
VSTS Vestis Corporation Common Stock $14,262,365 2.61% 3,148,425 Up ×1
CHTR Charter Communications, Inc. - Class A Common Stock $7,540,078 1.38% 27,408 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
APP $247,358,114 344,251 45.23%
AYI $66,425,943 192,880 12.15%
PCOR $38,122,722 522,802 6.97%
APPF $36,601,032 132,776 6.69%
LBRDK $34,812,931 547,890 6.37%
GWRE $28,952,246 125,956 5.29%
PAR $25,268,901 638,426 4.62%
XPO $24,615,852 190,422 4.50%
SGI $22,939,194 272,017 4.19%
VSTS $14,262,365 3,148,425 2.61%
CHTR $7,540,078 27,408 1.38%