Greenhouse Funds LLLP

Portfolio Overview

Greenhouse Funds LLLP reported a significant contraction in portfolio value for the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 26.8%, dropping from $2.42 billion to $1.77 billion. This reduction in capital was driven by a combination of market depreciation and active portfolio realignment. The fund maintains a relatively concentrated portfolio with 27 total holdings, indicating a high-conviction strategy rather than broad marke...