Greenstone Partners & Co., LLC

CIK 0001845565 · Q2 2026

13F Equity AUM

$432.6M

+9.5% QoQ

Positions

-1 QoQ

AUM Rank

#4,041

Top 47%

Skill Alpha (FF)

+19.5%/yr^ns

No Clear Edge

Rank #154 · Top 2%

vs S&P +3.3%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 77.8%Top 10: 100.0%Top 20: 100.0%

APP23.3%

VSTS17.1%

AYI15.7%

GWRE11.5%

TPD10.3%

APPF10.1%

PCOR6.3%

CHTR5.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology51.2%

Industrials32.8%

Consumer Cyclical10.3%

Communication Services5.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 8Median: 10.91%Avg: 12.50%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

8(100.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 8vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased5Decreased0Exited1

Increased

PCOR6.3%

+390(+0%)

TPD10.3%

+280(+0%)

GWRE11.5%

+265(+0%)

APPF10.1%

+120(+0%)

CHTR5.7%

+9(+0%)

Exited

XPO

-27,715

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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