Greenhouse Funds LLLP — 13F holdings

Greenhouse Funds LLLP reported 32 holdings worth $1.96B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VYX NCR VOYIX CORPORATION — $197M (10.1%)
2. NEO NEOGENOMICS INC — $127M (6.5%)
3. RBC RBC BEARINGS INC — $126M (6.4%)
4. SRAD SPORTRADAR GROUP AG — $124M (6.3%)
5. NCLH NORWEGIAN CRUISE LINE HLDG L — $121M (6.2%)
6. HQY HEALTHEQUITY INC — $107M (5.5%)
7. BILL BILL HOLDINGS INC — $96.6M (4.9%)
8. HAYW HAYWARD HLDGS INC — $95.3M (4.9%)
9. CDRE CADRE HLDGS INC — $81.8M (4.2%)
10. OII OCEANEERING INTL INC — $76.8M (3.9%)