Filed: 11/14/2025ACC: 0001420506-25-003316
📋 What this filing means
GREENSTONE PARTNERS, L.P. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $546.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$546.90M
Total AUM (reported)
6.14M
Total Shares
Allocation by class
COM CL A$283.96M51.9%
COM$220.59M40.3%
COM SER C$34.81M6.4%
CL A$7.54M1.4%
Portfolio Concentration
Top 3$351.91M64.3%
4–10$187.45M34.3%
11–25$7.54M1.4%
Top 3 weight
64.3%
Top 10 weight
98.6%
Voting Authority Distribution
Total shares with voting rights: 6.14M
Sole
Full voting authority
6.14M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
APPLOVIN CORP
SOLEShares344.25K
TypeSH
Market value$247.36M
45.23%
Sole
344.25K
Shared
0.00
None
0.00
ACUITY BRANDS INC
SOLEShares192.88K
TypeSH
Market value$66.43M
12.15%
Sole
192.88K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares522.80K
TypeSH
Market value$38.12M
6.97%
Sole
522.80K
Shared
0.00
None
0.00
APPFOLIO INC
SOLEShares132.78K
TypeSH
Market value$36.60M
6.69%
Sole
132.78K
Shared
0.00
None
0.00
LIBERTY BROADBAND CL C
SOLEShares547.89K
TypeSH
Market value$34.81M
6.37%
Sole
547.89K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares125.96K
TypeSH
Market value$28.95M
5.29%
Sole
125.96K
Shared
0.00
None
0.00
PAR TECHNOLOGY CORP
SOLEShares638.43K
TypeSH
Market value$25.27M
4.62%
Sole
638.43K
Shared
0.00
None
0.00
XPO INC
SOLEShares190.42K
TypeSH
Market value$24.62M
4.50%
Sole
190.42K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL
SOLEShares272.02K
TypeSH
Market value$22.94M
4.19%
Sole
272.02K
Shared
0.00
None
0.00
VESTIS
SOLEShares3.15M
TypeSH
Market value$14.26M
2.61%
Sole
3.15M
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC CL A
SOLEShares27.41K
TypeSH
Market value$7.54M
1.38%
Sole
27.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 344.25K | SH | $247.36M 45.23% | 344.25K | 0.00 | 0.00 |
ACUITY BRANDS INCSOLE | COM | 192.88K | SH | $66.43M 12.15% | 192.88K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 522.80K | SH | $38.12M 6.97% | 522.80K | 0.00 | 0.00 |
APPFOLIO INCSOLE | COM CL A | 132.78K | SH | $36.60M 6.69% | 132.78K | 0.00 | 0.00 |
LIBERTY BROADBAND CL CSOLE | COM SER C | 547.89K | SH | $34.81M 6.37% | 547.89K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 125.96K | SH | $28.95M 5.29% | 125.96K | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 638.43K | SH | $25.27M 4.62% | 638.43K | 0.00 | 0.00 |
XPO INCSOLE | COM | 190.42K | SH | $24.62M 4.50% | 190.42K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONALSOLE | COM | 272.02K | SH | $22.94M 4.19% | 272.02K | 0.00 | 0.00 |
VESTISSOLE | COM | 3.15M | SH | $14.26M 2.61% | 3.15M | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC CL ASOLE | CL A | 27.41K | SH | $7.54M 1.38% | 27.41K | 0.00 | 0.00 |