GREENHOUSE FUNDS LLLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OLED | 725K | $104.17M |
 | MSGS | 424K | $96.26M |
 | ALAB | 321K | $62.94M |
 | EFX | 304K | $77.88M |
 | GPN | 253K | $21.05M |
 | CHEF | 246K | $14.32M |
 | RBC | 234K | $91.16M |
 | VMI | 199K | $77.33M |
 | TDY | 133K | $77.66M |
 | SAIA | 104K | $31.25M |
Universal Display Corporation
OLED
Shares Held
725K
Value
$104.17M
Madison Square Garden Sports Corp.
MSGS
Shares Held
424K
Value
$96.26M
Astera Labs, Inc. Common Stock
ALAB
Shares Held
321K
Value
$62.94M
Equifax Inc.
EFX
Shares Held
304K
Value
$77.88M
Global Payments Inc.
GPN
Shares Held
253K
Value
$21.05M
The Chefs' Warehouse, Inc.
CHEF
Shares Held
246K
Value
$14.32M
RBC Bearings Incorporated
RBC
Shares Held
234K
Value
$91.16M
Valmont Industries, Inc.
VMI
Shares Held
199K
Value
$77.33M
Teledyne Technologies Incorporated
TDY
Shares Held
133K
Value
$77.66M
Saia, Inc.
SAIA
Shares Held
104K
Value
$31.25M