Greenstone Partners & Co., LLC Q3 2021 13F Holdings

Greenstone Partners & Co., LLC Q3 2021 holdings
TickerName Value Shares↓ Weighting
AYI ACUITY BRANDSReduce  $18,889
-22.0%
108,950
-15.8%
14.20%
-22.2%
APP APPLOVIN CL AAdd  $16,418
24.1%
226,866
28.9%
12.34%
23.9%
GWRE GUIDEWIRE SOFTWARE  $12,344
5.5%
103,8480.0%9.28%
5.2%
CHTR CHARTER COMMUNICATIONS...cl aReduce  $11,786
-26.0%
16,200
-26.7%
8.86%
-26.2%
BL BLACKLINE  $11,320
6.1%
95,8850.0%8.51%
5.9%
GDDY GODADDY CL Acl a  $11,126
-19.8%
159,6270.0%8.36%
-20.0%
CZN FRONTIER COMMUNICATION...New  $11,017395,2908.28%
MLNK MERIDIANLINK COMMON STOCKNew  $9,434421,9017.09%
SCHW SCHWAB CHARLESReduce  $8,762
-32.2%
120,295
-32.2%
6.59%
-32.4%
PAR PAR TECHNOLOGYReduce  $8,485
-46.0%
137,937
-38.6%
6.38%
-46.1%
APPF APPFOLIO CL A  $6,757
-14.7%
56,1220.0%5.08%
-14.9%
LSXMK LIBERTY MEDIA DEL C SI...  $6,690
2.3%
140,9400.0%5.03%
2.1%
  • Greenstone Partners & Co., LLC Q3 2021 Portfolio
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  • Quarter
    Q3 2021
  • Total value
    $133 Million
  • Holdings
    12
  • Turnover
    20.0%
  • EDGAR