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Greenhaven Road Investment Management, L.P. Buys Teladoc Health Inc, Marketwise Inc, Marketwise Inc, Sells Sea, Roku Inc, Marketwise Inc

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Feb 19, 2022
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Investment company Greenhaven Road Investment Management, L.P. (Current Portfolio) buys Teladoc Health Inc, Marketwise Inc, Marketwise Inc, Cellebrite DI, 1stdibs.com Inc, sells Sea, Roku Inc, Marketwise Inc, Marketwise Inc, Blue Whale Acquisition Corp I during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Greenhaven Road Investment Management, L.P.. As of 2021Q4, Greenhaven Road Investment Management, L.P. owns 46 stocks with a total value of $444 million. These are the details of the buys and sells.

For the details of Greenhaven Road Investment Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/greenhaven+road+investment+management%2C+l.p./current-portfolio/portfolio

These are the top 5 holdings of Greenhaven Road Investment Management, L.P.
  1. Digital Turbine Inc (APPS) - 1,400,000 shares, 19.25% of the total portfolio.
  2. KKR & Co Inc (KKR) - 850,000 shares, 14.28% of the total portfolio.
  3. PAR Technology Corp (PAR) - 1,171,217 shares, 13.93% of the total portfolio. Shares added by 7.34%
  4. Elastic NV (ESTC) - 369,981 shares, 10.27% of the total portfolio. Shares reduced by 7.5%
  5. RCI Hospitality Holdings Inc (RICK) - 353,474 shares, 6.21% of the total portfolio. Shares reduced by 18.4%
New Purchase: Teladoc Health Inc (TDOC)

Greenhaven Road Investment Management, L.P. initiated holding in Teladoc Health Inc. The purchase prices were between $87.43 and $154.29, with an estimated average price of $118.83. The stock is now traded at around $65.000000. The impact to a portfolio due to this purchase was 6.21%. The holding were 300,000 shares as of 2021-12-31.

New Purchase: Marketwise Inc (MKTW)

Greenhaven Road Investment Management, L.P. initiated holding in Marketwise Inc. The purchase prices were between $5.87 and $8.01, with an estimated average price of $7.1. The stock is now traded at around $5.230000. The impact to a portfolio due to this purchase was 4.25%. The holding were 2,500,000 shares as of 2021-12-31.

New Purchase: Marketwise Inc (MKTW)

Greenhaven Road Investment Management, L.P. initiated holding in Marketwise Inc. The purchase prices were between $5.87 and $8.01, with an estimated average price of $7.1. The stock is now traded at around $5.230000. The impact to a portfolio due to this purchase was 4.25%. The holding were 2,500,000 shares as of 2021-12-31.

New Purchase: Cellebrite DI Ltd (CLBT)

Greenhaven Road Investment Management, L.P. initiated holding in Cellebrite DI Ltd. The purchase prices were between $7.8 and $11.24, with an estimated average price of $9.39. The stock is now traded at around $7.100000. The impact to a portfolio due to this purchase was 2.13%. The holding were 1,178,636 shares as of 2021-12-31.

New Purchase: 1stdibs.com Inc (DIBS)

Greenhaven Road Investment Management, L.P. initiated holding in 1stdibs.com Inc. The purchase prices were between $11.89 and $17.73, with an estimated average price of $13.91. The stock is now traded at around $10.200000. The impact to a portfolio due to this purchase was 1.32%. The holding were 466,766 shares as of 2021-12-31.

New Purchase: LiveVox Holdings Inc (LVOX)

Greenhaven Road Investment Management, L.P. initiated holding in LiveVox Holdings Inc. The purchase prices were between $4.39 and $6.84, with an estimated average price of $5.5. The stock is now traded at around $4.970000. The impact to a portfolio due to this purchase was 0.17%. The holding were 150,000 shares as of 2021-12-31.

Sold Out: Sea Ltd (SE)

Greenhaven Road Investment Management, L.P. sold out a holding in Sea Ltd. The sale prices were between $205.68 and $366.99, with an estimated average price of $296.89.

Sold Out: Roku Inc (ROKU)

Greenhaven Road Investment Management, L.P. sold out a holding in Roku Inc. The sale prices were between $203.94 and $344.46, with an estimated average price of $267.9.

Sold Out: Marketwise Inc (MKTW)

Greenhaven Road Investment Management, L.P. sold out a holding in Marketwise Inc. The sale prices were between $6.96 and $8.01, with an estimated average price of $7.4.

Sold Out: Marketwise Inc (MKTW)

Greenhaven Road Investment Management, L.P. sold out a holding in Marketwise Inc. The sale prices were between $6.96 and $8.01, with an estimated average price of $7.4.

Sold Out: Vimeo Inc (VMEO)

Greenhaven Road Investment Management, L.P. sold out a holding in Vimeo Inc. The sale prices were between $17.53 and $35.02, with an estimated average price of $24.11.

Sold Out: Lightning eMotors Inc (ZEV)

Greenhaven Road Investment Management, L.P. sold out a holding in Lightning eMotors Inc. The sale prices were between $5.71 and $9.37, with an estimated average price of $7.52.



Here is the complete portfolio of Greenhaven Road Investment Management, L.P.. Also check out:

1. Greenhaven Road Investment Management, L.P.'s Undervalued Stocks
2. Greenhaven Road Investment Management, L.P.'s Top Growth Companies, and
3. Greenhaven Road Investment Management, L.P.'s High Yield stocks
4. Stocks that Greenhaven Road Investment Management, L.P. keeps buying
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