2026 Q1 Portfolio Activity
In 2026 Q1, Greenstone Partners & Co., LLC maintained a portfolio of 12 distinct positions. They heavily accumulated shares in CHARTER COMMUNICATIONS INC, increasing the position by 3896.3%. Conversely, Greenstone Partners & Co., LLC completely exited their position in LIBERTY BROADBAND CORP.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
APP (19.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Greenstone Partners & Co., LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APP
APPLOVIN CORP
|
Communication Services | 19.67% | 25.57% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
195,251 | $77,709,898 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GWRE
GUIDEWIRE SOFTW...
|
Technology | 15.31% | 7.27% |
#2
5
Prev: #7
|
8.5 |
—
|
218,363 | 117.4% |
P
S
|
404,319 | $60,469,950 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
AYI
ACUITY INC
|
Industrials | 12.75% | 13.50% |
#3
1
Prev: #2
|
5.5 |
—
|
-13,170 | -6.8% |
P
S
|
179,710 | $50,358,336 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
APPF
APPFOLIO INC
|
Technology | 10.93% | 8.48% |
#4
Prev: #4
|
7.0 |
—
|
85,888 | 45.8% |
P
S
|
273,497 | $43,163,297 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
SGI
SOMNIGROUP INTE...
|
Consumer Cyclical | 10.63% | 9.12% |
#5
2
Prev: #3
|
6.5 |
—
|
42,580 | 8.1% |
P
S
|
568,354 | $42,012,728 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
VSTS
VESTIS CORPORAT...
|
Industrials | 10.14% | 6.61% |
#6
3
Prev: #9
|
5.0 |
—
|
no change | no change |
P
S
|
5,094,356 | $40,041,638 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PCOR
PROCORE TECHNOL...
|
Technology | 9.70% | 7.39% |
#7
2
Prev: #5
|
6.4 |
—
|
149,621 | 28.6% |
P
S
|
672,423 | $38,328,111 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
CHTR
CHARTER COMMUNI...
|
Communication Services | 9.52% | 0.18% |
#8
4
Prev: #12
|
6.8 |
—
|
169,800 | 3896.3% |
P
S
|
174,158 | $37,597,229 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
XPO
XPO INC
|
Industrials | 1.36% | 5.12% |
#9
1
Prev: #10
|
0.5 |
—
|
-165,988 | -85.7% |
P
S
|
27,715 | $5,391,953 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
GLIBK
GCI LIBERTY INC
|
Communication Services | 0.00% | 2.28% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-315,282 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
PAR
PAR TECHNOLOGY ...
|
Technology | 0.00% | 7.19% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-1,019,311 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 | |||
|
LBRDK
LIBERTY BROADBA...
|
Communication Services | 0.00% | 7.29% |
Sold All 😨
(Was: #6) |
0.0 |
—
|
-771,632 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-14 |
Showing 1-12 of 12 holdings