Institutional Fund
Greenhaven Road Investment Management, L.P.
Greenwich, CTCIK 17411296 filings on record
Portfolio Value
$145.36M
Q1 2026
Holdings
17
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-37.0%
from $230.83M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Hagerty Inc17.2%
- Cellebrite Di Ltd14.6%
- Kingsway Finl Svcs Inc13.3%
- Ast Spacemobile Inc12.8%
- Lifecore Biomedical Inc9.1%
- Par Technology Corp7.4%
- Other25.7%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Hagerty Inc | 2.37M | $24.96M | 17.2% | −246.7K | Reduced |
| 2 | Cellebrite Di Ltd | 1.54M | $21.16M | 14.6% | −64.7K | Reduced |
| 3 | Kingsway Finl Svcs Inc | 1.85M | $19.31M | 13.3% | −32.8K | Reduced |
| 4 | Ast Spacemobile Inc | 225.2K | $18.66M | 12.8% | −50.0K | Reduced |
| 5 | Lifecore Biomedical Inc | 3.54M | $13.16M | 9.1% | −145.0K | Reduced |
| 6 | Par Technology Corp | 810.4K | $10.80M | 7.4% | −76.4K | Reduced |
| 7 | Kkr & Co Inc | 106.6K | $9.86M | 6.8% | −83.5K | Reduced |
| 8 | Burford Cap Ltd | 2.14M | $9.67M | 6.7% | +275.0K | Added |
| 9 | Allot Ltd | 1.27M | $8.44M | 5.8% | +410.0K | Added |
| 10 | Nextnav Inc | 349.3K | $5.60M | 3.8% | +287.3K | Added |
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