GREENHOUSE FUNDS LLLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | VYX | 18.35M | $187.18M |
 | MCW | 16.55M | $92.02M |
 | NEO | 8.64M | $101.65M |
 | SRAD | 6.62M | $157.39M |
 | HAYW | 5.95M | $91.96M |
 | ADT | 5.69M | $45.90M |
 | CLAR | 5.45M | $18.25M |
 | NCLH | 5.30M | $118.27M |
 | SG | 3.55M | $24.00M |
 | CFLT | 3.37M | $101.81M |
 | CHYM | 3.29M | $82.86M |
 | BILL | 2.93M | $160.02M |
 | CDRE | 2.79M | $114.03M |
 | PHR | 2.47M | $41.83M |
 | OII | 2.47M | $59.31M |
 | GSAT | 2.22M | $135.80M |
 | TOST | 1.86M | $66.05M |
 | HQY | 1.08M | $98.91M |
 | MMSI | 867K | $76.44M |
 | OLED | 774K | $90.43M |
NCR Voyix Corporation
VYX
Shares Held
18.35M
Value
$187.18M
Mister Car Wash, Inc.
MCW
Shares Held
16.55M
Value
$92.02M
NeoGenomics, Inc.
NEO
Shares Held
8.64M
Value
$101.65M
Sportradar Group AG
SRAD
Shares Held
6.62M
Value
$157.39M
Hayward Holdings, Inc.
HAYW
Shares Held
5.95M
Value
$91.96M
ADT Inc.
ADT
Shares Held
5.69M
Value
$45.90M
Clarus Corporation
CLAR
Shares Held
5.45M
Value
$18.25M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
5.30M
Value
$118.27M
Sweetgreen, Inc.
SG
Shares Held
3.55M
Value
$24.00M
Confluent, Inc.
CFLT
Shares Held
3.37M
Value
$101.81M
Chime Financial, Inc. Class A Common Stock
CHYM
Shares Held
3.29M
Value
$82.86M
Bill.com Holdings, Inc.
BILL
Shares Held
2.93M
Value
$160.02M
Cadre Holdings, Inc.
CDRE
Shares Held
2.79M
Value
$114.03M
Phreesia, Inc.
PHR
Shares Held
2.47M
Value
$41.83M
Oceaneering International, Inc.
OII
Shares Held
2.47M
Value
$59.31M
Globalstar, Inc.
GSAT
Shares Held
2.22M
Value
$135.80M
Toast, Inc.
TOST
Shares Held
1.86M
Value
$66.05M
HealthEquity, Inc.
HQY
Shares Held
1.08M
Value
$98.91M
Merit Medical Systems, Inc.
MMSI
Shares Held
867K
Value
$76.44M
Universal Display Corporation
OLED
Shares Held
774K
Value
$90.43M