GREENHOUSE FUNDS LLLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VYX | 17.51M | $219.76M |
 | MCW | 16.86M | $89.88M |
 | NEO | 8.22M | $63.46M |
 | SRAD | 6.31M | $169.85M |
 | HAYW | 5.85M | $88.43M |
 | CLAR | 5.45M | $19.07M |
 | ADT | 5.13M | $44.67M |
 | NCLH | 5.08M | $125.00M |
 | SG | 3.95M | $31.50M |
 | PHR | 3.88M | $91.32M |
 | CFLT | 3.57M | $70.73M |
 | BILL | 3.03M | $160.28M |
 | CDRE | 2.79M | $101.84M |
 | OII | 2.49M | $61.75M |
 | CHYM | 2.35M | $47.46M |
 | GSAT | 2.15M | $78.21M |
 | GTLB | 1.08M | $48.71M |
 | HQY | 1.07M | $101.30M |
 | MMSI | 872K | $72.57M |
 | BLKB | 803K | $51.63M |
NCR Voyix Corporation
VYX
Shares Held
17.51M
Value
$219.76M
Mister Car Wash, Inc.
MCW
Shares Held
16.86M
Value
$89.88M
NeoGenomics, Inc.
NEO
Shares Held
8.22M
Value
$63.46M
Sportradar Group AG
SRAD
Shares Held
6.31M
Value
$169.85M
Hayward Holdings, Inc.
HAYW
Shares Held
5.85M
Value
$88.43M
Clarus Corporation
CLAR
Shares Held
5.45M
Value
$19.07M
ADT Inc.
ADT
Shares Held
5.13M
Value
$44.67M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
5.08M
Value
$125.00M
Sweetgreen, Inc.
SG
Shares Held
3.95M
Value
$31.50M
Phreesia, Inc.
PHR
Shares Held
3.88M
Value
$91.32M
Confluent, Inc.
CFLT
Shares Held
3.57M
Value
$70.73M
Bill.com Holdings, Inc.
BILL
Shares Held
3.03M
Value
$160.28M
Cadre Holdings, Inc.
CDRE
Shares Held
2.79M
Value
$101.84M
Oceaneering International, Inc.
OII
Shares Held
2.49M
Value
$61.75M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
2.35M
Value
$47.46M
Globalstar, Inc.
GSAT
Shares Held
2.15M
Value
$78.21M
GitLab Inc.
GTLB
Shares Held
1.08M
Value
$48.71M
HealthEquity, Inc.
HQY
Shares Held
1.07M
Value
$101.30M
Merit Medical Systems, Inc.
MMSI
Shares Held
872K
Value
$72.57M
Blackbaud, Inc.
BLKB
Shares Held
803K
Value
$51.63M