# Greenstone Partners & Co., LLC: Form 13F holdings

An institutional investment manager in LARKSPUR, CA. SEC CIK 1845565.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $432.6m
- Positions: 8 (8 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1845565/000142050626001719/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $100.6m | 23.3% | 195,251 |  | Unchanged |
| [VESTIS CORPORATION (VSTS)](/companies/vsts.md) | COM SHS | $74.0m | 17.1% | 5,094,356 |  | Unchanged |
| [ACUITY INC (AYI)](/companies/ayi.md) | COM | $67.7m | 15.6% | 179,710 |  | Unchanged |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $49.8m | 11.5% | 404,584 |  | Added +265 |
| [SOMNIGROUP INTERNATIONAL INC (SGI)](/companies/sgi.md) | COM | $44.6m | 10.3% | 568,634 |  | Added +280 |
| [APPFOLIO INC (APPF)](/companies/appf.md) | COM CL A | $43.9m | 10.1% | 273,617 |  | Added +120 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $27.3m | 6.3% | 672,813 |  | Added +390 |
| [CHARTER COMMUNICATIONS INC (CHTR)](/companies/chtr.md) | CL A | $24.8m | 5.7% | 174,167 |  | Added +9 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [XPO INC (XPO)](/companies/xpo.md) | COM | $0 | 0.0% | 0 |  | Sold out −27,715 |

Source: SEC EDGAR, Form 13F-HR, accession 0001420506-26-001719. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.