← Holdings

Greenhaven Road

Greenhaven Road Investment Management, LPData: SEC EDGAR 13F · Filed 2026-08-14 · 13F filings are quarterly snapshots disclosed up to 45 days late; current positions may differ — not a real-time trading signal.
Period
2026 Q2
Total value
$154M
AUM QoQ +6%
Positions
17 positions
Filing date
2026-08-14
Year
Quarter
4 new positions · 5 adds · 6 trims · biggest add BUR +42.17%
#CompanyPeriod priceTodayValueWeight %Shares (QoQ)Change %
1
Hagerty Inc
HGTY
$11.92
$22M
14.44%
1.87M
2.37M
-21.29%
-505K sh
2
Cellebrite Di Ltd
CLBT
$14.6
$18M
11.94%
1.26M
1.54M
-17.93%
-275K sh
3
Kingsway Finl Svcs Inc
KFS
$10.42
$18M
11.47%
1.70M
1.85M
-8.4%
-156K sh
4
Lifecore Biomedical Inc
LDE
$5.25
$17M
10.88%
3.19M
3.54M
-9.8%
-347K sh
5
Par Technology Corp
PAR
$17.42
$14M
9.25%
818K
810K
+0.92%
+7K sh
6
Burford Cap Ltd
BUR
$4.1
$12M
8.1%
3.04M
2.14M
+42.17%
+903K sh
7
Anaptysbio
ANAB
$67.5
$12M
7.5%
171K
New
8
Kkr & Co Inc
KKRS
$91.78
$10M
6.8%
114K
107K
+6.99%
+7K sh
9
Ast Spacemobile Cl A
ASTS
$88.86
$10M
6.19%
107K
225K
-52.36%
-118K sh
10
Nextnav Inc
KK0
$17.83
$8M
5.09%
439K
349K
+25.8%
+90K sh
11
Compass Diversified Hldgs
CODI
$10.66
$7M
4.55%
658K
New
12
Zoom Communications Inc
ZM
$86.31
$3M
1.86%
33K
25K
+32.56%
+8K sh
13
Applovin Cl A
APP
$515.23
$2M
1.61%
5K
New
14
Pro-dex Inc
PDEX
$58.55
$0M
0.14%
4K
New
15
Matrix Svc Co
MTRX
$13.7
$0M
0.12%
13K
14K
-7.32%
-1K sh
16
Research Solutions Inc
RSSS
$2.32
$0M
0.06%
38K
38K
17
Quest Resource Hldg Corp
QRHC
$1.26
$0M
0.03%
31K
31K