Greenstone Partners, L.P.

Top 10 holdings weight98.62%

Top 25 holdings weight100.00%

Positions above 1%11

Effective number of positions4.1

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

New positions11

Increased0

Decreased0

Closed0

Portfolio value $546.9M #3,633 of 9,337 by 13F value · top 38.9%

Positions 11

As of Sept. 30, 2025 Data as of Q3 2025

Sector breakdown

Technology 68.8%

Industrials 19.3%

Communication Services 7.7%

Consumer products 4.2%

				Streak
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
No matches

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%