What does Greenstone Partners & Co., LLC hold?

Greenstone Partners & Co., LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include APP, VSTS, AYI. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1845565.

What is Greenstone Partners & Co., LLC's AUM?

Greenstone Partners & Co., LLC reported approximately $432.6M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Greenstone Partners & Co., LLC's holdings?

All Greenstone Partners & Co., LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1845565. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Greenstone Partners & Co., LLC's 13F data updated on 13F Pro?

Greenstone Partners & Co., LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Greenstone Partners & Co., LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1845565

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13F Reported Value

ⓘ

$432.6M

Holdings

Latest Filing

2026-06-30

Filing Quarter

Q2 2026

Portfolio Overview

Greenstone Partners & Co., LLC disclosed 8 positions worth $432.6M in its Form 13F-HR for Q2 2026, led by $APP (AppLovin Corp) at 23.3% of the equity portfolio, followed by $VSTS and $AYI. During the quarter the fund opened 0 new positions and exited 1 and a full exit from $XPO. The portfolio is most concentrated in Technology (66.9% of disclosed assets). All figures are sourced directly from Greenstone Partners & Co., LLC’s Form 13F-HR filing with the SEC under CIK 1845565.

AI Fund Analysis

Stable

3 quarters accumulating

$SGI

3 quarters accumulating

$APPF

3 quarters accumulating

$PCOR

2 quarters accumulating

$CHTR

2 quarters accumulating

Sector Allocation

TechnologyConsumer StaplesConsumer DiscretionaryCommunication Services

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q2 2026

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Top Holdings

AI Quality Scored

AppLovin Corp
$APP
84.4#9
Quality
$100.6M195,251 sh
Vestis Corp
$VSTS
45.3#1,872
Quality
$74.0M5,094,356 sh
ACUITY INC. (DE)
$AYI
66.9#391
Quality
$67.7M179,710 sh
Guidewire Software, Inc.
$GWRE
67.3
Quality
$49.8M404,584 sh
SOMNIGROUP INTERNATIONAL INC.
$SGI
71.6
Quality
$44.6M568,634 sh
APPFOLIO INC
$APPF
71.6
Quality
$43.9M273,617 sh
PROCORE TECHNOLOGIES, INC.
$PCOR
59.4
Quality
$27.3M672,813 sh
CHARTER COMMUNICATIONS, INC. /MO/
$CHTR
59.0
Quality
$24.8M174,167 sh

Company	Quality	Value	Shares
AppLovin Corp$APP	84.4#9	$100.6M	195,251
Vestis Corp$VSTS	45.3#1,872	$74.0M	5,094,356
ACUITY INC. (DE)$AYI	66.9#391	$67.7M	179,710
Guidewire Software, Inc.$GWRE	67.3	$49.8M	404,584
SOMNIGROUP INTERNATIONAL INC.$SGI	71.6	$44.6M	568,634
APPFOLIO INC$APPF	71.6	$43.9M	273,617
PROCORE TECHNOLOGIES, INC.$PCOR	59.4	$27.3M	672,813
CHARTER COMMUNICATIONS, INC. /MO/$CHTR	59.0	$24.8M	174,167

Unlock AI quality scores for every holding

32-signal composite ranking on each of Greenstone Partners & Co., LLC's 8 positions.

Showing top 8 of 8 holdings.

Sector Allocation

Technology

$289.3M

Consumer Staples

$74.0M

Consumer Discretionary

$44.6M

Communication Services

$24.8M

Full Holdings — Greenstone Partners & Co., LLC (Q2 2026)

All 8 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$APP	AppLovin Corp	$100.6M	23.3%	+0%	84.4
2	$VSTS	Vestis Corp	$74.0M	17.1%	+0%	45.3
3	$AYI	ACUITY INC. (DE)	$67.7M	15.7%	+0%	66.9
4	$GWRE	Guidewire Software, Inc.	$49.8M	11.5%	+0%	67.3
5	$SGI	SOMNIGROUP INTERNATIONAL INC.	$44.6M	10.3%	+0%	71.6
6	$APPF	APPFOLIO INC	$43.9M	10.1%	+0%	71.6
7	$PCOR	PROCORE TECHNOLOGIES, INC.	$27.3M	6.3%	+0%	59.4
8	$CHTR	CHARTER COMMUNICATIONS, INC. /MO/	$24.8M	5.7%	+0%	59

Exited Positions (1)

$XPO XPO, Inc.

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Available Analysis

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Accumulation & distribution patterns

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AI-Powered Hedge Fund Analysis: Greenstone Partners & Co., LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Greenstone Partners & Co., LLC (SEC CIK: 1845565), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Greenstone Partners & Co., LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.