Greenstone Partners & Co., LLC

CIK 0001845565 · Q1 2026

13F Equity AUM

$395.1M

-23.2% QoQ

Positions

-3 QoQ

AUM Rank

#4,992

Top 40%

Skill Alpha (FF)

+26.5%/yr^ns

No Clear Edge

Rank #58 · Top 0.7%

vs S&P +9.4%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 69.3%Top 10: 100.0%Top 20: 100.0%

APP19.7%

GWRE15.3%

AYI12.8%

APPF10.9%

TPD10.6%

VSTS10.1%

PCOR9.7%

CHTR9.5%

XPO1.4%

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

Sector Allocation

Technology55.6%

Industrials24.3%

Consumer Cyclical10.6%

Communication Services9.5%

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

Position Sizing

Positions: 9Median: 10.63%Avg: 11.11%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

1(1.4%)

3–5%

0(0.0%)

5%+

8(98.6%)

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

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Portfolio Overlap

Shared: 9Unique: 0vs 20 funds

0.1%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.3%

STATE STREET CORP

0.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.3%

FMR LLC

0.3%

MORGAN STANLEY

0.2%

GEODE CAPITAL MANAGEMENT, LLC

0.3%

JPMORGAN CHASE & CO

0.2%

BANK OF AMERICA CORP /DE/

0.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased5Decreased2Exited3

Increased

GWRE15.3%

+218K(+117%)

CHTR9.5%

+170K(+3896%)

PCOR9.7%

+150K(+29%)

APPF10.9%

+86K(+46%)

TPD10.6%

+43K(+8%)

Decreased

XPO1.4%

-165,988(-86%)

AYI12.8%

-13,170(-7%)

Exited

LBRDK

-771,632

PAR

-1,019,311

GLIBK

-315,282

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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