Greenstone Partners & Co., LLC
8 holdingsFiling period: 2026-06-30Current AUM: $412.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APP | Applovin Corp | 195.3K | $100.6M | $50.9M | 12.33% | -- | 2026-06-30 |
| 2 | VSTS | Vestis Corporation | 5.09M | $74.0M | $76.2M | 18.46% | -- | 2026-06-30 |
| 3 | AYI | Acuity Inc | 179.7K | $67.7M | $57.3M | 13.87% | -- | 2026-06-30 |
| 4 | GWRE | Guidewire Software Inc | 404.6K | $49.8M | $74.4M | 18.03% | +265 | 2026-06-30 |
| 5 | SGI | Somnigroup International Inc | 568.6K | $44.6M | $35.3M | 8.56% | +280 | 2026-06-30 |
| 6 | APPF | Appfolio Inc | 273.6K | $43.9M | $58.6M | 14.20% | +120 | 2026-06-30 |
| 7 | PCOR | Procore Technologies Inc | 672.8K | $27.3M | $42.2M | 10.23% | +390 | 2026-06-30 |
| 8 | CHTR | Charter Communications Inc | 174.2K | $24.8M | $17.8M | 4.31% | +9 | 2026-06-30 |
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