GR

Greenhaven Road Investment Management, L.P.

13F
Greenhaven Road Investment Management, L.P.
Last update 2025-05-05 18 Stocks (2 new)
Value $245.00 Mil Turnover 10 %
Countries:
Top Holdings: PAR(25.18%)CLBT(12.45%)KKR(11.53%)LFCR(10.38%)BUR(8.66%)
Summary Stock Picks Current Portfolio
Greenhaven Road Investment Man... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PAR
PAR Technology Corp
1,007,289
61,787.1
+14.69%
25.180
+3.23%
2.490
+26.48%
-4.55%
2,808.9
Software
CLBT
Cellebrite DI Ltd
1,572,093
30,545.8
-20.42%
12.450
-3.25%
0.660
-19.43%
-33.48%
3,509.4
Software
KKR
KKR & Co Inc
244,700
28,289.8
-8.25%
11.530
-1.19%
0.030
+49.41%
-0.93%
130,140.6
Asset Management
LFCR
Lifecore Biomedical Inc
3,616,146
25,457.7
0%
10.380
0%
9.770
+23.43%
+0.34%
276.0
Drug Manufacturers
BUR
Burford Capital Ltd
1,607,622
21,236.7
0%
8.660
0%
0.740
+3.73%
+10.72%
3,072.2
Asset Management
LPX
Louisiana-Pacific Corp
194,917
17,928.5
+28.56%
7.310
+1.62%
0.280
+6.53%
-15.03%
6,087.7
Construction
SOC
Sable Offshore Corp
600,889
15,244.5
-3.61%
6.210
-0.19%
0.670
+57.46%
+33.25%
3,033.6
Oil & Gas
HGTY
Hagerty Inc
1,360,506
12,299.0
+10.06%
5.010
+0.46%
1.500
+18.08%
+4.25%
912.6
Insurance
BNED
Barnes & Noble Education Inc
1,069,162
11,226.2
+105.65%
4.580
+2.35%
3.140
+4.70%
-4.68%
325.9
Retail - Cyclical
ALTG
Alta Equipment Group Inc
1,794,389
8,415.7
-0.05%
3.430
0%
5.410
+84.61%
+16.62%
248.6
Business Services

Greenhaven Road Investment Management, L.P.'s Historical Top Holdings Breakdowns

Greenhaven Road Investment Management, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CLBT
Cellebrite DI Ltd
2025-03-31
Reduce
Reduce
-3.25%
●
16.78 ($21.05) 26
$14.65
-30.38%
Reduce -20.42%
1,572,093
-403,448
PAR
PAR Technology Corp
2025-03-31
Add
Add
+3.23%
●
58.73 ($67.08) 76
$69.36
3.40%
Add 14.69%
1,007,289
129,031
BNED
Barnes & Noble Education Inc
2025-03-31
Add
Add
+2.35%
●
8.57 ($10.33) 11.43
$9.64
-6.64%
Add 105.65%
1,069,162
549,265
LPX
Louisiana-Pacific Corp
2025-03-31
Add
Add
+1.62%
●
89.37 ($104.37) 118.15
$87.38
-16.28%
Add 28.56%
194,917
43,300
KKR
KKR & Co Inc
2025-03-31
Reduce
Reduce
-1.19%
●
108.17 ($137.58) 167.07
$146.12
6.21%
Reduce -8.25%
244,700
-22,000
APPS
Digital Turbine Inc
2025-03-31
New Buy
New Buy
+1.14%
●
1.7 ($3.25) 6.52
$5.82
78.92%
New holding
1,025,951
1,025,951
KFS
Kingsway Financial Services Inc
2025-03-31
Add
Add
+0.79%
●
7.29 ($7.88) 8.31
$14.30
81.51%
Add 47.86%
755,645
244,585
HGTY
Hagerty Inc
2025-03-31
Add
Add
+0.46%
●
9 ($9.7) 10.33
$10.13
4.43%
Add 10.06%
1,360,506
124,336
NN
NextNav Inc
2025-03-31
New Buy
New Buy
+0.30%
●
9.4 ($12.07) 16.11
$14.76
22.29%
New holding
60,000
60,000
SOC
Sable Offshore Corp
2025-03-31
Reduce
Reduce
-0.19%
●
21.85 ($25.61) 31.31
$30.52
19.15%
Reduce -3.61%
600,889
-22,475

Greenhaven Road Investment Management, L.P. Total Holding History ($B)

To

Greenhaven Road Investment Management, L.P.'s Asset Allocation

To

Greenhaven Road Investment Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Greenhaven Road Investment Management, L.P.'s Hypothetical Growth since 2025-03-31

Greenhaven Road Investment Management, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

Greenhaven Road Investment Management, L.P.'s Holdings Heat Map

Size field:

Greenhaven Road Investment Management, L.P.'s Holdings Bubble Chart

Greenhaven Road Investment Management, L.P. News

  • 1

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