Greenstone Partners & Co., LLC — 13F holdings

Greenstone Partners & Co., LLC reported 8 holdings worth $433M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APP APPLOVIN CORP — $101M (23.3%)
2. VSTS VESTIS CORPORATION — $74.0M (17.1%)
3. AYI ACUITY INC — $67.7M (15.6%)
4. GWRE GUIDEWIRE SOFTWARE INC — $49.8M (11.5%)
5. SGI SOMNIGROUP INTERNATIONAL INC — $44.6M (10.3%)
6. APPF APPFOLIO INC — $43.9M (10.1%)
7. PCOR PROCORE TECHNOLOGIES INC — $27.3M (6.3%)
8. CHTR CHARTER COMMUNICATIONS INC N — $24.8M (5.7%)