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Greenhouse Funds LLLP

CIK:0001626220
Hedge Fund
$2B AUM
34 holdings
Baltimore, MD, USA
Founded:2013
9 employees
Latest filing:Jun 30, 2025

Greenhouse Funds LLLP is a hedge fund company that provides investment advisory services to commingled private funds for institutional and sophisticated investors. They likely focus on sustainable initiatives and eco-friendly practices, though specific details are limited.

Investment Strategy

Long/short equity investment strategy

Latest 13F Filing Activity

Greenhouse Funds LLLP filed their most recent 13F report on Jun 30, 2025 disclosing 30 equity positions and 2 options positions with a total 13F market value of $2B. The fund increased holdings in NCR Voyix Corporation, Equifax Inc., Sportradar Group AG among other positions. Greenhouse Funds LLLP reduced exposure to Avidxchange Holdings Inc., SS&C Technologies HLDGS Inc., Toast Inc. among others.

Top Buys
V
VYXNCR VOYIX CORPORATION
+$78.1M
E
EFXEQUIFAX INC
+$59.9M
S
SRADSPORTRADAR GROUP AG
+$54.3M
S
SGSWEETGREEN INC
+$32.1M
R
RBCRBC BEARINGS INC
+$30.4M
Top Sells
A
AVDXAVIDXCHANGE HOLDINGS INC
-$90.5M
S
SSNCSS&C TECHNOLOGIES HLDGS INC
-$77.9M
T
TOSTTOAST INC
-$34.4M
C
CHEFCHEFS WHSE INC
-$32.0M
F
FLRFLUOR CORP NEW
-$19.8M

Top Holdings

S
SRADSPORTRADAR GROUP AG
+9.2%$223.8M
V
VYXNCR VOYIX CORPORATION
+8.3%$200.2M
B
BILLBILL HOLDINGS INC
+5.5%$133.7M
O
OLEDUNIVERSAL DISPLAY CORP
+4.1%$99.5M
N
NCLHNORWEGIAN CRUISE LINE HLDG L
+4.0%$97.9M

Equity Positions (30)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPORTRADAR GROUP AG9.24%$223.8M7,971,654$11.20$28.08+$54.3M
NCR VOYIX CORPORATION8.27%$200.2M17,069,979$11.90$11.73+$78.1M
BILL HOLDINGS INC5.52%$133.7M2,889,979$52.09$46.26+$25.9M
UNIVERSAL DISPLAY CORP4.11%$99.5M644,146$149.30$154.46+$21.0M
NORWEGIAN CRUISE LINE HLDG L4.04%$97.9M4,829,045$19.17$20.28+$20.2M

Options Positions (2)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
GLOBAL PMTS INCBought
Call
$24.0M3,000$80.04$80.04+3,000+$24.0M
NCR VOYIX CORPORATIONBought
Call
$5.4M4,590$11.73$10.17+963+$1.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+12.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.2%
SERVICES-BUSINESS SERVICES, NEC
+8.8%
CALCULATING & ACCOUNTING MACHINES (NO ELECTRONIC COMPUTERS)
+8.5%
ELECTRONIC COMPONENTS & ACCESSORIES
+4.1%