GF

Greenhouse Funds LLLP

13F
Greenhouse Funds LLLP
Last update 2025-05-15 39 Stocks (5 new)
Value $2.13 Bil Turnover 16 %
Countries:
Top Holdings: SRAD(7.95%)VYX(5.73%)MCW(5.20%)BILL(5.05%)AVDX(4.24%)
Summary Stock Picks Current Portfolio
Greenhouse Funds LLLP Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SRAD 		Sportradar Group AG
7,842,378
169,552.2
-20.41%
7.950
-1.46%
2.650
+7.92%
+38.29%
7,096.9
Software
VYX 		NCR Voyix Corp
12,531,290
122,180.1
+50.38%
5.730
+1.92%
9.100
-11.39%
-21.32%
1,500.1
Software
MCW 		Mister Car Wash Inc
14,050,551
110,858.9
+18.52%
5.200
+0.81%
4.330
-1.39%
+6.72%
2,527.2
Vehicles & Parts
BILL 		BILL Holdings Inc
2,348,766
107,784.9
+68.18%
5.050
+2.05%
2.280
-22.67%
-45.39%
4,766.0
Software
AVDX 		AvidXchange Holdings Inc
10,675,410
90,527.5
+25.62%
4.240
+0.86%
5.170
-3.18%
-5.90%
2,008.7
Software
FLR 		Fluor Corp
2,467,385
88,381.7
+1.21%
4.140
+0.05%
1.500
-11.34%
-21.98%
6,336.3
Construction
CHEF 		The Chefs' Warehouse Inc
1,598,670
87,063.6
-34.83%
4.080
-1.76%
3.930
-0.29%
+32.02%
2,648.9
Retail - Defensive
GTM 		ZoomInfo Technologies Inc
7,980,331
79,803.3
+9.39%
3.740
+0.32%
2.430
-0.39%
-2.95%
3,354.9
Software
MSGS 		Madison Square Garden Sports Corp
408,327
79,509.4
+3.47%
3.730
+0.13%
1.700
-6.73%
-12.52%
4,741.6
Media - Diversified
OLED 		Universal Display Corp
563,121
78,544.1
-3.51%
3.680
-0.12%
1.180
+9.46%
+6.69%
7,390.8
Hardware

Greenhouse Funds LLLP's Historical Top Holdings Breakdowns

Greenhouse Funds LLLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GPN 		Global Payments Inc2025-03-31Sold Out
-2.99%
●
92.18 ($104.64) 113.03
$82.37
-21.28%
Sold Out
0
-639,876
TDY 		Teledyne Technologies Inc2025-03-31New Buy
+2.27%
●
455.51 ($494.63) 518.84
$499.17
0.92%
New holding
97,510
97,510
BILL 		BILL Holdings Inc2025-03-31Add
+2.05%
●
43.59 ($67.25) 97.07
$46.26
-31.21%
Add 68.18%
2,348,766
952,149
VYX 		NCR Voyix Corp2025-03-31Add
+1.92%
●
9.56 ($11.74) 13.89
$10.89
-7.24%
Add 50.38%
12,531,290
4,198,436
YOU 		Clear Secure Inc2025-03-31Reduce
-1.87%
●
22.12 ($24.87) 27.62
$24.63
-0.97%
Reduce -82.17%
363,968
-1,677,910
CHEF 		The Chefs' Warehouse Inc2025-03-31Reduce
-1.76%
●
48.93 ($55.75) 66.35
$65.11
16.79%
Reduce -34.83%
1,598,670
-854,311
BLKB 		Blackbaud Inc2025-03-31New Buy
+1.46%
●
61.9 ($71.07) 80.79
$64.47
-9.29%
New holding
503,097
503,097
SRAD 		Sportradar Group AG2025-03-31Reduce
-1.46%
●
17.44 ($20.86) 22.99
$23.98
14.96%
Reduce -20.41%
7,842,378
-2,011,595
TOST 		Toast Inc2025-03-31Reduce
-1.21%
●
32.61 ($37.44) 41.98
$44.72
19.44%
Reduce -43.43%
1,038,048
-797,050
WSC 		WillScot Holdings Corp2025-03-31Sold Out
-1.03%
●
27.8 ($34) 39.18
$29.94
-11.94%
Sold Out
0
-738,436

Greenhouse Funds LLLP Total Holding History ($B)

To

Greenhouse Funds LLLP's Asset Allocation

To

Greenhouse Funds LLLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Greenhouse Funds LLLP's Hypothetical Growth since 2025-03-31

Greenhouse Funds LLLP's Yearly Returns

Year Portfolio % % Excess Gain %

Greenhouse Funds LLLP's Holdings Heat Map

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Greenhouse Funds LLLP's Holdings Bubble Chart

Greenhouse Funds LLLP News

  • 1

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