Greenhouse Funds LLLP
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$4.5B
Holdings
30
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GSAT
GLOBALSTAR INC
Held since at least Q1 2024
7.1%
02
$VYX
NCR VOYIX CORPORATION
Q4 2024: New position (8.33M shares)
6.9%
03
$RBC
RBC BEARINGS INC
Q4 2024: New position (155.9k shares)
6.2%
04
$BILL
BILL HOLDINGS INC
Q4 2024: New position (1.40M shares)
5.9%
05
$HQY
HEALTHEQUITY INC
Q4 2024: New position (884.4k shares)
5.1%
06
$MCW
MISTER CAR WASH INC
Q4 2024: New position (3.50M shares)
4.5%
07
$CDRE
CADRE HLDGS INC
Q4 2024: New position (2.62M shares)
4.3%
08
$HAYW
HAYWARD HLDGS INC
Q4 2024: New position (3.20M shares)
4.2%
09
$VMI
VALMONT INDS INC
Q4 2024: New position (175.8k shares)
4.1%
10
$XBI
SPDR SERIES TRUST
Q4 2024: New position (250.0k shares)
4.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:39 UTC.