§ 13F · FUND PROFILE
Greenhaven Road Investment Management, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.3B (13F)Positions · 34Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | HGTY | HAGERTY INC | 2.37M | $25M | 17.2% | −9% |
| 2 | CLBT | CELLEBRITE DI LTD | 1.54M | $21M | 14.6% | −4% |
| 3 | KFS | KINGSWAY FINL SVCS INC | 1.85M | $19M | 13.3% | −2% |
| 4 | ASTS | AST SPACEMOBILE INC | 225K | $19M | 12.8% | −18% |
| 5 | LFCR | LIFECORE BIOMEDICAL INC | 3.54M | $13M | 9.1% | −4% |
| 6 | PAR | PAR TECHNOLOGY CORP | 810K | $11M | 7.4% | −9% |
| 7 | KKR | KKR & CO INC | 107K | $10M | 6.8% | −44% |
| 8 | BUR | BURFORD CAPITAL LIMITED | 2.14M | $10M | 6.7% | +15% |
| 9 | ALLT | ALLOT LTD | 1.27M | $8M | 5.8% | +48% |
| 10 | NN | NEXTNAV INC | 349K | $6M | 3.8% | +463% |
§ 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 $1.3 billion in assets. The fund runs a portfolio of 34 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed