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| Name: |
Greenstone Partners & Co. LLC |
| City: |
LARKSPUR |
| State: |
CA |
| Zip: |
94939 |
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data |
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| Holdings
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9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
APP |
Applovin Corp |
1 |
- |
$69.74 |
$31,754,000 |
796,837 |
17.74% |
1,095,000 |
29,585 |
0.368 |
N/A |
|
|
AYI |
Acuity Brands Inc |
2 |
- |
$246.02 |
$22,547,000 |
110,075 |
12.6% |
6,508,000 |
15,900 |
0.278 |
Electronics Wholesale |
|
|
MLNK |
Meridianlink, Inc. |
3 |
- |
$0.00 |
$22,212,000 |
896,744 |
12.41% |
6,914,000 |
0 |
1.114 |
N/A |
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APPF |
Appfolio Inc |
4 |
- |
$230.11 |
$19,588,000 |
113,067 |
10.94% |
-1,061,000 |
0 |
0.625 |
N/A |
|
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PCOR |
Procore Technologies, Inc. |
5 |
- |
$68.24 |
$19,586,000 |
282,958 |
10.94% |
5,017,000 |
59,915 |
0.219 |
N/A |
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PAR |
Par Technology Corp |
6 |
- |
$43.59 |
$19,332,000 |
444,003 |
10.8% |
2,220,000 |
0 |
1.4 |
Business Equipment |
|
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GWRE |
Guidewire Software, Inc. |
7 |
- |
$110.80 |
$17,843,000 |
163,639 |
9.97% |
4,740,000 |
18,050 |
0.195 |
Business Software & S... |
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SCHW |
Charles Schwab Corp |
8 |
- |
$74.57 |
$15,056,000 |
218,842 |
8.41% |
3,904,000 |
15,700 |
0.012 |
Investment Brokerage ... |
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CHTR |
Charter Communications Inc |
9 |
- |
$259.70 |
$11,072,000 |
28,485 |
6.19% |
-1,456,000 |
0 |
0.014 |
CATV Systems |
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