Greenstone Partners & Co., LLC
Annual return '25
+56.6%
SPY '25
+17.7%
Alpha
+38.9ptsvs SPY
Invested
$395.1M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$APP
APPLOVIN CORP
Q4 2025: Exited (was 344.3k shares)
19.7%
02
$GWRE
GUIDEWIRE SOFTWARE INC
Q4 2025: Exited (was 126.0k shares)
15.3%
03
$AYI
ACUITY INC
Q4 2025: Exited (was 192.9k shares)
12.7%
04
$APPF
APPFOLIO INC
Q4 2025: Exited (was 132.8k shares)
10.9%
05
$SGI
SOMNIGROUP INTERNATIONAL INC
Q4 2025: Exited (was 272.0k shares)
10.6%
06
$VSTS
VESTIS CORPORATION
Q4 2025: Exited (was 3.15M shares)
10.1%
07
$PCOR
PROCORE TECHNOLOGIES INC
Q4 2025: Exited (was 522.8k shares)
9.7%
08
$CHTR
CHARTER COMMUNICATIONS INC
Q4 2025: Exited (was 27.4k shares)
9.5%
09
$XPO
XPO INC
Q4 2025: Exited (was 190.4k shares)
1.4%
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 13:04 UTC.