Greenstone Partners & Co., LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Greenstone Partners & Co., LLC reported 9 stock positions worth $395.1 million. Its top holding was AppLovin Class A (APP) at 19.7% of the portfolio, followed by Guidewire Software (GWRE, 15.3%) and Acuity (AYI, 12.7%). Compared with Q4 2025, it sold out of 3, added to 5 and reduced 2. The biggest buy was Charter Communications Class A (CHTR, shares +3896%) and the biggest sale an exit from Liberty Broadband-C (LBRDK).

Most Recent 13F
Q2 2026
Location
LARKSPUR, CA
CIK
0001845565
Portfolio Value
$395.1M (Q1 2026)
SEC Filing
0001420506-26-000995 ↗ filed May 14, 2026

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $222.8M Q1 2024 Q2 2024: $239.4M Q2 2024 Q3 2024: $286.6M Q3 2024 Q4 2024: $426.2M Q4 2024 Q1 2025: $376.7M Q1 2025 Q2 2025: $426.8M Q2 2025 Q3 2025: $546.9M Q3 2025 Q4 2025: $514.4M Q4 2025 Q1 2026: $395.1M $395.1M Q1 2026 Q2 2026: $432.6M Q2 2026

Holdings 9 stocks · $395.1M
APP AppLovin Corp. Class A 19.67% 195,251 $77.7M No change
GWRE Guidewire Software Inc. 15.31% 404,319 $60.5M Add +117.4%
AYI Acuity Inc. 12.75% 179,710 $50.4M Reduce -6.8%
APPF Appfolio Inc. Class A 10.93% 273,497 $43.2M Add +45.8%
SGI Somnigroup International Inc. 10.63% 568,354 $42.0M Add +8.1%
VSTS Vestis Corp. 10.14% 5,094,356 $40.0M No change
PCOR Procore Technologies Inc. 9.70% 672,423 $38.3M Add +28.6%
CHTR Charter Communications Inc. Class A 9.52% 174,158 $37.6M Add +3896.3%
XPO Xpo Inc. 1.36% 27,715 $5.4M Reduce -85.7%

Portfolio Sells Q4 2025 → Q1 2026
LBRDK Liberty Broadband-C Sold out 0.00% −7.29
PAR Par Technology Corp. Sold out 0.00% −7.19
XPO Xpo Inc. Reduce -85.7% 1.36% −3.75
GLIBK Liberty Capital Corp. Class C Sold out 0.00% −2.28
AYI Acuity Inc. Reduce -6.8% 12.75% −0.75

Portfolio Buys Q4 2025 → Q1 2026
CHTR Charter Communications Inc. Class A Add +3896.3% 9.52% +9.34
GWRE Guidewire Software Inc. Add +117.4% 15.31% +8.04
APPF Appfolio Inc. Class A Add +45.8% 10.93% +2.44
PCOR Procore Technologies Inc. Add +28.6% 9.70% +2.31
SGI Somnigroup International Inc. Add +8.1% 10.63% +1.51

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 8$432.6MAPP, VSTS, AYI, GWRE, SGI
Q1 2026 9$395.1MAPP, GWRE, AYI, APPF, SGI
Q4 2025 12$514.4MAPP, AYI, SGI, APPF, PCOR
Q3 2025 11$546.9MAPP, AYI, PCOR, APPF, LBRDK
Q2 2025 11$426.8MAPP, AYI, CHTR, PAR, SCHW
Q1 2025 10$376.7MAPP, CHTR, AYI, PAR, SCHW
Q4 2024 9$426.2MAPP, PAR, AYI, GWRE, APPF
Q3 2024 9$286.6MAPP, GWRE, AYI, PAR, APPF
Q2 2024 9$239.4MAPP, APPF, PAR, AYI, GWRE
Q1 2024 9$222.8MAPP, AYI, APPF, PCOR, GWRE