Greenstone Partners
LARKSPUR, CAfiles as Greenstone Partners & Co., LLC
$433m in 8 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 13.4% of the portfolio this quarter.
Value
$433m
Stocks
8
Top 10 share
100.0%
Turnover
13.4%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- XPOXPO-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppLovinAPP | 23.3% | $101m | 195,251 | Held |
| VestisVSTS | 17.1% | $74m | 5,094,356 | Held |
| Acuity Inc. (de)AYI | 15.6% | $68m | 179,710 | Held |
| Guidewire SoftwareGWRE | 11.5% | $50m | 404,584 | Held |
| Somnigroup InternationalSGI | 10.3% | $45m | 568,634 | Held |
| AppfolioAPPF | 10.1% | $44m | 273,617 | Held |
| Procore TechnologiesPCOR | 6.3% | $27m | 672,813 | Held |
| Charter CommunicationsCHTR | 5.7% | $25m | 174,167 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 1.4% since 30 June 2025.
Where the money is
Industrials32.7%
Media & telecom29.0%
Technology28.0%
Retail & consumer10.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.