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Showing Q3 2025 data
Greenstone Partners, L.P.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Greenstone Partners, L.P.
•CIK: 1494311•Filing: Q3 2025
**Greenstone Partners, L.P.** manages $547M across a focused portfolio of 11 positions. The fund exhibits significant concentration in technology and industrials, with its largest holding in APP at $247.4M. Further notable allocations include AYI at $66.4M and PCOR at $38.1M. This structure suggests a conviction-driven, concentrated approach to generating alpha.
Total AUM
$546.9M
QoQ Performance
N/A
Positions
11
Top 10 Concentration
98.6%
Latest Filing
Q3 2025
Top Holdings Allocation
APP
AYI
PCOR
APPF
LBRDK
GWRE
APP45.2%
AYI12.1%
PCOR7.0%
APPF6.7%
LBRDK6.4%
GWRE5.3%
PAR4.6%
XPO4.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other98.6%
Communication1.4%