Data as of Q4 2025 (Dec 31, 2025)

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
TPD
APPF
PCOR
LBRDK
GWRE
PAR
APP25.6%
AYI13.5%
TPD9.1%
APPF8.5%
PCOR7.4%
LBRDK7.3%
GWRE7.3%
PAR7.2%

📈 Biggest Buys

TPD
SOMNIGROUP INTERNATIONAL INC
NEW
9.1% of portfolio
LBRDK
LIBERTY BROADBAND CORP
NEW
7.3% of portfolio
VSTS
VESTIS CORPORATION
+165.4%
6.6% of portfolio
PAR
PAR TECHNOLOGY CORP
+91.8%
7.2% of portfolio
PCOR
PROCORE TECHNOLOGIES INC
+62.5%
7.4% of portfolio

📉 Biggest Sells

APP
APPLOVIN CORP
-44.0%
25.6% of portfolio
CHTR
CHARTER COMMUNICATIONS INC N
-96.2%
0.2% of portfolio
AYI
ACUITY INC
-1.2%
13.5% of portfolio

Sector Breakdown

Other99.8%
Communication0.2%

🚪 Exited Positionssold since Q2 2025

SCHW
SCHWAB CHARLES CORP
SOLD
$33.0M
MRBK
MERIDIANLINK INC
SOLD
$11.3M

Changes from Q2 2025

NEW3 new positions
↑6 increased
↓3 decreased

Historical Filings

Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

APP25.6%
APPLOVIN CORP
$131.6M
AYI13.5%
ACUITY INC
$69.4M
TPD9.1%
SOMNIGROUP INTERNATIONAL INC
$46.9M
APPF8.5%
APPFOLIO INC
$43.6M
PCOR7.4%
PROCORE TECHNOLOGIES INC
$38.0M

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