The Analysis of Greenstone Partners & Co., LLC's Holdings


Currently, Greenstone Partners & Co., LLC holds 12 types of securities in its portfolio with a total value $514.4M. In the most recent quarter, they have increased their positions in SGI (+525.8K shares, valued at $46.9M), LBRDK (+771.6K shares, valued at $37.5M), VSTS (+3.2M shares, valued at $21.2M); decreased their positions in APP (-153.3K shares, valued at $103.3M), CHTR (-110.8K shares, valued at $23.1M), AYI (-2.4K shares, valued at $860.1K); initiated new positions in SGI (+525.8K shares, valued at $46.9M), LBRDK (+771.6K shares, valued at $37.5M), N/A (+315.3K shares, valued at $11.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP195.3K shares-43.98%2025-12-312026-02-18history
AYI ACUITY INC192.9K shares-1.22%2025-12-312026-02-18history
SGI SOMNIGROUP INTERNATIONAL INC525.8K sharesnew addition2025-12-312026-02-18history
APPF APPFOLIO INC187.6K shares39.77%2025-12-312026-02-18history
PCOR PROCORE TECHNOLOGIES INC522.8K shares62.49%2025-12-312026-02-18history
LBRDK LIBERTY BROADBAND CORP771.6K sharesnew addition2025-12-312026-02-18history
GWRE GUIDEWIRE SOFTWARE INC186.0K shares45.83%2025-12-312026-02-18history
PAR PAR TECHNOLOGY CORP1.0M shares91.85%2025-12-312026-02-18history
Sponsored
VSTS VESTIS CORPORATION5.1M shares165.37%2025-12-312026-02-18history
XPO XPO INC193.7K shares0.48%2025-12-312026-02-18history
GCI LIBERTY INC GCI LIBERTY INC315.3K sharesnew addition2025-12-312026-02-18history
CHTR CHARTER COMMUNICATIONS INC N4.4K shares-96.21%2025-12-312026-02-18history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available