§ 13F · FUND PROFILE
Greenhaven Road Investment Management, L.P..
AUM · $154M (13F)Positions · 17Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HGTY | HAGERTY INC | 1.87M | $22M | 14.4% | −21% |
| 2 | CLBT | CELLEBRITE DI LTD | 1.26M | $18M | 11.9% | −18% |
| 3 | KFS | KINGSWAY FINL SVCS INC | 1.70M | $18M | 11.5% | −8% |
| 4 | LFCR | LIFECORE BIOMEDICAL INC | 3.19M | $17M | 10.9% | −10% |
| 5 | PAR | PAR TECHNOLOGY CORP | 818K | $14M | 9.2% | +1% |
| 6 | BUR | BURFORD CAP LTD | 3.04M | $12M | 8.1% | +42% |
| 7 | ANAB | ANAPTYSBIO | 171K | $12M | 7.5% | NEW |
| 8 | KKR | KKR & CO INC | 114K | $10M | 6.8% | +7% |
| 9 | ASTS | AST SPACEMOBILE CL A | 107K | $10M | 6.2% | −52% |
| 10 | NN | NEXTNAV INC | 439K | $8M | 5.1% | +26% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENHAVEN SIGNAL
AC read
Greenhaven Road Investment Management, L.P. is a Other fund managing $154 million in assets. The fund runs a focused portfolio of just 17 positions.
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