Greystone Capital Management
Greystone Capital Partners
Mar 2026 → Jun 2026
Our archive holds 2 letters from this strategy, behind 7 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
2 letters in a year · follow all of Greystone Capital Management for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD+8.6%index +10.2%
Index: S&P 500
| YTD | |
|---|---|
| Greystone Capital Partners | +8.6% |
| S&P 500 | +10.2% |
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
I’ve been adding to our position.
- AddedKits EyecareJun 2026
I’ve been adding to our position as the thesis plays out and expect another strong year during 2026 and 2027 as KITS glasses business continues to grow and as they expand into new geographies and reach new customers.
This is the first time I’ve written about our investment in Pitney Bowes, which we started purchasing in 2025 and have continued adding through volatility.
Also held
- Secure Waste Infrastructure
- Natural Resource Partners
Its investment theses
- LimbachJun 2026Limbach has an overlooked asset-light recurring service business inside a misunderstood mechanical contractor label, with faster growth and higher margins than the consolidated GAAP numbers imply.
- APi GroupJun 2026APi Group is a durable business whose mix shift toward recurring inspection and monitoring work increases margins, cash flow, and reduces cyclicality.
- Secure Waste InfrastructureJun 2026Secure Waste Infrastructure was misread as a low-margin commodity business even though its permitted waste facilities function as regional monopolies.
- Pitney BowesJun 2026Pitney Bowes is a neglected but durable installed-base and presort business with pricing power, strong capital allocation, and multiple re-rating potential.
- Kits EyecareJun 2026Kits Eyecare has a hard-to-replicate price and convenience moat, improving customer behavior, and a long growth runway.
- Shift4 TechnologiesJun 2026Shift4 Technologies has integrated payments exposure, differentiated software, strong cash conversion, and potential upside if execution and valuation normalize.
- Medical Facilities Corp.Mar 2026Medical Facilities Corp. operates specialty hospitals with durable demand and management-driven buybacks that have steadily increased per-share value.