Greenstone Partners & Co., LLC
Greenstone Partners & Co., LLC reported 8 holdings worth US$433M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Greenstone Partners & Co., LLC reported 8 holdings worth US$433M as of Jun 30, 2026. Largest: Applovin Corporation, Vestis Corporation and Acuity Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 8
- Value as reported
- US$433M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applovin Corporation | 195K | US$101M | 23.3% |
| Vestis Corporation | 5.09M | US$74M | 17.1% |
| Acuity Inc. | 180K | US$67.7M | 15.6% |
| Guidewire Software, Inc. | 405K | US$49.8M | 11.5% |
| Somnigroup International Inc. | 569K | US$44.6M | 10.3% |
| Appfolio, Inc. | 274K | US$43.9M | 10.1% |
| Procore Technologies, Inc. | 673K | US$27.3M | 6.3% |
| Charter Communications, Inc. | 174K | US$24.8M | 5.7% |
| Xpo, Inc. | 0 | US$0 | 0.00% |