GP
| |
Greenstone Partners & Co., LLC13F | |
| Greenstone Partners & Co., LLC | |
| Last update 2025-05-14 | 10 Stocks (1 new) |
| Value $377.00 Mil | Turnover 21 % |
Greenstone Partners & Co., LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APP | AppLovin Corp | 404,315 | 107,131.4 | -41.61% | 28.440 | -21.89% | 0.120 | +43.50% | +11.82% | 122,536.7 | Media - Diversified | |
CHTR | Charter Communications Inc | 129,428 | 47,698.1 | +199.78% | 12.660 | +8.44% | 0.090 | +17.96% | +16.14% | 54,393.0 | Telecommunication Services | |
AYI | Acuity Inc | 161,542 | 42,542.1 | +46.76% | 11.290 | +3.60% | 0.520 | +29.25% | +3.74% | 9,270.4 | Industrial Products | |
PAR | PAR Technology Corp | 563,073 | 34,538.9 | -1.17% | 9.170 | -0.11% | 1.390 | +24.07% | -1.98% | 2,884.6 | Software | |
SCHW | Charles Schwab Corp | 436,275 | 34,151.6 | +99.36% | 9.070 | +4.52% | 0.020 | +22.61% | +29.40% | 172,884.7 | Capital Markets | |
GWRE | Guidewire Software Inc | 179,558 | 33,642.0 | -1.17% | 8.930 | -0.08% | 0.210 | +15.39% | +32.71% | 18,837.0 | Software | |
APPF | AppFolio Inc | 111,740 | 24,571.6 | -1.17% | 6.520 | -0.08% | 0.310 | +15.89% | +6.00% | 9,422.2 | Software | |
PCOR | Procore Technologies Inc | 321,739 | 21,241.2 | -1.17% | 5.640 | -0.07% | 0.220 | +24.00% | -0.24% | 11,150.4 | Software | |
XPO | XPO Inc | 170,009 | 18,289.6 | New Holding | 4.860 | +4.86% | 0.140 | +35.05% | +2.94% | 15,903.9 | Transportation | |
MLNK | MeridianLink Inc | 693,943 | 12,858.8 | -1.17% | 3.410 | -0.04% | 0.900 | +1.40% | -19.47% | 1,283.7 | Software |
Greenstone Partners & Co., LLC's Historical Top Holdings Breakdowns
Greenstone Partners & Co., LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
APP | AppLovin Corp | 2025-03-31 | Reduce Reduce | -21.89% | 238.08 ($344.61) 510.13 | $362.12 | 5.08% | Reduce -41.61% | 404,315 | -288,124 | |
CHTR | Charter Communications Inc | 2025-03-31 | Add Add | +8.44% | 334.89 ($357.69) 384.77 | $398.11 | 11.30% | Add 199.78% | 129,428 | 86,253 | |
XPO | XPO Inc | 2025-03-31 | New Buy New Buy | +4.86% | 106.12 ($127.1) 148.16 | $135.00 | 6.22% | New holding | 170,009 | 170,009 | |
SCHW | Charles Schwab Corp | 2025-03-31 | Add Add | +4.52% | 71.24 ($78.48) 83.64 | $95.15 | 21.24% | Add 99.36% | 436,275 | 217,433 | |
AYI | Acuity Inc | 2025-03-31 | Add Add | +3.60% | 257.8 ($302.42) 337.07 | $302.51 | 0.03% | Add 46.76% | 161,542 | 51,467 | |
PAR | PAR Technology Corp | 2025-03-31 | Reduce Reduce | -0.11% | 58.73 ($67.08) 76 | $71.23 | 6.19% | Reduce -1.17% | 563,073 | -6,688 | |
APPF | AppFolio Inc | 2025-03-31 | Reduce Reduce | -0.08% | 206.66 ($229.4) 260.64 | $261.52 | 14.00% | Reduce -1.17% | 111,740 | -1,327 | |
GWRE | Guidewire Software Inc | 2025-03-31 | Reduce Reduce | -0.08% | 166.74 ($194.38) 218.22 | $223.73 | 15.10% | Reduce -1.17% | 179,558 | -2,131 | |
PCOR | Procore Technologies Inc | 2025-03-31 | Reduce Reduce | -0.07% | 65.21 ($75.46) 88.33 | $74.75 | -0.94% | Reduce -1.17% | 321,739 | -3,819 | |
MLNK | MeridianLink Inc | 2025-03-31 | Reduce Reduce | -0.04% | 18.1 ($19.32) 21.49 | $16.63 | -13.92% | Reduce -1.17% | 693,943 | -8,238 |
Greenstone Partners & Co., LLC Total Holding History ($B)
Greenstone Partners & Co., LLC's Asset Allocation
Greenstone Partners & Co., LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Greenstone Partners & Co., LLC's Hypothetical Growth since 2025-03-31
Greenstone Partners & Co., LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Greenstone Partners & Co., LLC's Holdings Heat Map
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Greenstone Partners & Co., LLC's Holdings Bubble Chart
Greenstone Partners & Co., LLC News
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