Investor Details
| Filer Name: | GREENSTONE PARTNERS & CO., LLC |
|---|---|
| CIK: | 1845565 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 9 |
| Portfolio Value: | $0.43B |
Greenstone Partners & Co., Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| APP | US | APPLOVIN CORP-CLASS A | 692,439 | $224M | 52.61% | -13.1% | - |
| PAR | US | PAR TECHNOLOGY CORP/DEL | 569,761 | $41M | 9.71% | - | - |
| AYI | US | ACUITY BRANDS INC | 110,075 | $32M | 7.54% | - | - |
| GWRE | US | GUIDEWIRE SOFTWARE INC | 181,689 | $31M | 7.19% | - | - |
| APPF | US | APPFOLIO INC - A | 113,067 | $28M | 6.55% | - | - |
| PCOR | US | PROCORE TECHNOLOGIES INC | 325,558 | $24M | 5.72% | - | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 218,842 | $16M | 3.80% | - | - |
| CHTR | US | CHARTER COMMUNICATIONS INC-A | 43,175 | $15M | 3.47% | - | - |
| MLNK | US | MERIDIANLINK INC | 702,181 | $15M | 3.40% | - | - |