Greenhaven Road Investment Management, L.P.

data from 30/09/2025

Capitalization

$ 677.650 M 132.12 %

Average holding period

8 ans

Performance

$ 138.526 M 148.97 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Greenhaven Road Investment Management, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 TLT ISHARES TR 54.56% 369.735 M $ 4166500 2025/09/30 0.000 $ 0.00 %
2025/09/30 IWM ISHARES TR 9.68% 65.571 M $ 271000 2025/09/30 0.000 $ 0.00 %
2025/09/30 PAR PAR TECHNOLOGY CORP 5.68% 38.519 M $ 973198 2019/12/31 -29.641 M $ -42.94 %
2025/09/30 HGTY HAGERTY INC 4.73% 32.084 M $ 2664784 2022/06/30 3.496 M $ 19.09 %
2025/09/30 CLBT CELLEBRITE DI LTD 4.52% 30.631 M $ 1653047 2021/12/31 3.841 M $ 15.81 %
2025/09/30 KKR KKR & CO INC 4.21% 28.550 M $ 219700 2019/12/31 -722.876 K $ -2.32 %
2025/09/30 LFCR LIFECORE BIOMEDICAL INC 4.01% 27.194 M $ 3694832 2023/03/31 -2.808 M $ -9.36 %
2025/09/30 BUR BURFORD CAP LTD 2.83% 19.170 M $ 1602812 2023/03/31 -3.738 M $ -16.13 %
2025/09/30 KFS KINGSWAY FINL SVCS INC 2.83% 19.160 M $ 1310536 2023/03/31 1.415 M $ 7.98 %
2025/09/30 LPX LOUISIANA PAC CORP 2.44% 16.561 M $ 186417 2024/03/31 574.038 K $ 3.31 %
2025/09/30 ASTS AST SPACEMOBILE INC 2.38% 16.153 M $ 329111 2025/06/30 629.800 K $ 5.03 %
2025/09/30 ALLT ALLOT LTD 1.19% 8.037 M $ 759643 2024/12/31 1.271 M $ 23.74 %
2025/09/30 SOC SABLE OFFSHORE CORP 0.75% 5.052 M $ 289345 2024/09/30 -2.919 M $ -20.56 %
2025/09/30 NN NEXTNAV INC 0.13% 858.000 K $ 60000 2025/03/31 -53.999 K $ -5.92 %
2025/09/30 MTRX MATRIX SVC CO 0.03% 182.715 K $ 13969 2023/06/30 -6.006 K $ -3.18 %
2025/09/30 RSSS RESEARCH SOLUTIONS INC 0.02% 143.519 K $ 38477 2023/06/30 33.090 K $ 29.97 %
2025/09/30 QRHC QUEST RESOURCE HLDG CORP 0.01% 48.217 K $ 30777 2024/12/31 -5.968 K $ -22.77 %
2025/09/30 BNED BARNES & NOBLE ED INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 CCRD CORCARD CORPORATION 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 SABLE OFFSHORE CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 ALTG ALTA EQUIPMENT GROUP INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %