Greenstone Partners & Co
Gregory Tusher
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
8
Market Value
$432.6M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| APP | 23.3% | 19.7% | 25.6% | 45.2% |
| VSTS | 17.1% | 10.1% | 6.6% | 2.6% |
| AYI | 15.7% | 12.8% | 13.5% | 12.2% |
| GWRE | 11.5% | 15.3% | 7.3% | 5.3% |
| SGI | 10.3% | 10.6% | 9.1% | 4.2% |
| APPF | 10.1% | 10.9% | 8.5% | 6.7% |
| PCOR | 6.3% | 9.7% | 7.4% | 7.0% |
| CHTR | 5.7% | 9.5% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
GWRE+47.74%
PCOR+55.79%
APPF+36.48%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
APP-40.07%
SGI-18.04%
AYI-9.29%
VSTS-11.71%
Sector Analysis
Technology28.0%
Industrials32.8%
Communication Services29.0%
Consumer Discretionary10.3%
Trading Summary
No stocks in this category