Greenstone Partners & Co., LLC
•CIK: 1845565•Filing: Q4 2025
**Greenstone Partners & Co., LLC** manages $514M across a concentrated portfolio of 12 positions. The fund exhibits significant conviction in technology and industrial sectors, with its largest holding in APP at $131.6M. Notable allocations include substantial positions in AYI ($69.4M) and TPD ($46.9M). This structure suggests a focused, high-conviction approach to identifying secular growth opportunities.
Total AUM
$514.4M
QoQ Performance
N/A
Positions
12
Top 10 Concentration
97.5%
Latest Filing
Q4 2025
Top Holdings Allocation
APP
AYI
SGI
APPF
PCOR
LBRDK
GWRE
PAR
APP25.6%
AYI13.5%
SGI9.1%
APPF8.5%
PCOR7.4%
LBRDK7.3%
GWRE7.3%
PAR7.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.8%
Communication0.2%
Changes from Q2 2025
NEW3 new positions
↑6 increased
↓3 decreased
Historical Filings
Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022