Greenstone Partners as of Sept. 30, 2025
Portfolio Holdings for Greenstone Partners
Greenstone Partners holds 11 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 45.2 | $247M | 344k | 718.54 | |
| Acuity Brands (AYI) | 12.1 | $66M | 193k | 344.39 | |
| Procore Technologies (PCOR) | 7.0 | $38M | 523k | 72.92 | |
| Appfolio Com Cl A (APPF) | 6.7 | $37M | 133k | 275.66 | |
| Liberty Broadband Cl C Com Ser C (LBRDK) | 6.4 | $35M | 548k | 63.54 | |
| Guidewire Software (GWRE) | 5.3 | $29M | 126k | 229.86 | |
| PAR Technology Corporation (PAR) | 4.6 | $25M | 638k | 39.58 | |
| Xpo Logistics Inc equity (XPO) | 4.5 | $25M | 190k | 129.27 | |
| Tempur-Pedic International (SGI) | 4.2 | $23M | 272k | 84.33 | |
| Vestis Corporation (VSTS) | 2.6 | $14M | 3.1M | 4.53 | |
| Charter Communications Inc Cl A Cl A (CHTR) | 1.4 | $7.5M | 27k | 275.11 |
