Greenstone Partners & Co., LLC
Greenstone Partners & Co., LLC, managed by Gregory Tusher, reported 8 positions worth $432.59M in its 2026 Q2 13F filing: 0 new and 1 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +23.7% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +17.9% | +11.4% |
| 2025 Q3 | +27.0% | +7.6% |
| 2025 Q4 | -4.5% | +3.1% |
| 2026 Q1 | -22.1% | -5.8% |
| 2026 Q2 | +10.9% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| APP | APPLOVIN CORP | $100.60M | 23.30% | NO CHANGE |
| VSTS | VESTIS CORPORATION | $73.97M | 17.10% | NO CHANGE |
| AYI | ACUITY INC | $67.69M | 15.60% | NO CHANGE |
| GWRE | GUIDEWIRE SOFTWARE INC | $49.78M | 11.50% | +0.1% |
| SGI | SOMNIGROUP INTERNATIONAL INC | $44.58M | 10.30% | +0% |
| APPF | APPFOLIO INC | $43.87M | 10.10% | +0% |
| PCOR | PROCORE TECHNOLOGIES INC | $27.33M | 6.30% | +0.1% |
| CHTR | CHARTER COMMUNICATIONS INC | $24.77M | 5.70% | +0% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.