Funds › Greenstone Partners & Co., LLC
Greenstone Partners & Co., LLC
13F for Q3 2026, filed Nov 13, 2026. 8 positions worth $361.6M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | VSTS Vestis Corporation | 5.10M | $68.1M | 18.8% | Unchanged | 13F ↗ |
| 2 | GWRE Guidewire Software, Inc. | 404,244 | $57.6M | 15.9% | -0.1% | 13F ↗ |
| 3 | APP AppLovin Corporation | 185,268 | $53.8M | 14.9% | -5.1% | 13F ↗ |
| 4 | AYI Acuity Inc. | 167,405 | $51.9M | 14.3% | -6.8% | 13F ↗ |
| 5 | SGI Somnigroup International Inc. | 765,974 | $47.6M | 13.2% | +34.7% | 13F ↗ |
| 6 | APPF AppFolio, Inc. | 181,577 | $36.4M | 10.1% | -33.6% | 13F ↗ |
| 7 | PCOR Procore Technologies, Inc. | 576,878 | $29.8M | 8.3% | -14.3% | 13F ↗ |
| 8 | QXO QXO, Inc. | 1.40M | $16.4M | 4.5% | New | 13F ↗ |
Changes since Q2 2026
1 new, 2 added to, 5 trimmed, 1 exited, 0 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| QXO QXO, Inc. | 1.40M | New | $16.4M |
Added to (2)
Trimmed (5)
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| CHTR Charter Communications, Inc. | 174,167 | Exited | -$24.8M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 8 | $361.6M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 8 | $432.6M | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 9 | $395.1M | Current | SEC ↗ |
| Q4 2025 | Feb 18, 2026 | 13F-HR | 12 | $514.4M | Current | SEC ↗ |
| Q3 2025 | Feb 25, 2026 | 13F-HR | 11 | $546.9M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 11 | $426.8M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 10 | $376.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer