Greenstone Partners & Co., LLC
Greenstone Partners & Co., LLC reported 8 US-listed holdings worth $432.6 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: AppLovin Corp. (23.3%), Vestis Corp. (17.1%) and Acuity Inc. (De) (15.6%). Against the quarter before, it opened 0 positions, added to 0, trimmed 0 and sold out of 1.
The 8 largest of its 8 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +74.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Sold out of 1
- Xpo, Inc. XPO$5.4 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| AppLovin Corp. APP | 195.3K | $100.6 million | 23.25% | no change |
| Vestis Corp. VSTS | 5.1M | $74.0 million | 17.10% | no change |
| Acuity Inc. (De) AYI | 179.7K | $67.7 million | 15.65% | no change |
| Guidewire Software, Inc. GWRE | 404.6K | $49.8 million | 11.51% | +265 |
| Somnigroup International Inc. SGI | 568.6K | $44.6 million | 10.31% | +280 |
| Appfolio Inc. APPF | 273.6K | $43.9 million | 10.14% | +120 |
| Procore Technologies Inc. PCOR | 672.8K | $27.3 million | 6.32% | +390 |
| Charter Communications, Inc. CHTR | 174.2K | $24.8 million | 5.73% | +9 |