account_balance
Investment manager · 13F filer · SEC CIK 1741129
Greenhaven Road Investment Management, L.P.
Reported value$154Mas of Jun 30, 2026
Positions17 4 new, 4 sold out
Top 10 weight91.6%HGTY alone is 14%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
HGTYHagerty Inc
14.4%Trimmed −21%
CLBTCellebrite Di Ltd
11.9%Trimmed −18%
KWYKingsway Finl SVCS Inc
11.5%Trimmed −8%
LFCRLifecore Biomedical Inc
10.9%Trimmed −10%
PARPar Technology Corp
9.2%
BURBurford Cap Ltd
8.1%Added +42%
ANABAnaptysbio
7.5%New
KKRKKR & Co Inc
6.8%Added +7%
ASTSAst Spacemobile Cl A
6.2%Trimmed −52%
NNNextnav Inc
5.1%Added +26%
CODICompass Diversified Hldgs
4.6%New
ZM1.9%HGTYHagerty Inc
14.4%Trimmed −21%
CLBTCellebrite Di Ltd
11.9%Trimmed −18%
KWYKingsway Finl SVCS Inc
11.5%Trimmed −8%
LFCRLifecore Biomedical Inc
10.9%Trimmed −10%
PARPar Technology Corp
9.2%
BUR8.1%ANAB7.5%KKR6.8%ASTS6.2%NN5.1%CODI4.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
HGTY Hagerty Inc 14.4% Trimmed −21%CLBT Cellebrite Di Ltd 11.9% Trimmed −18%KWY Kingsway Finl SVCS Inc 11.5% Trimmed −8%LFCR Lifecore Biomedical Inc 10.9% Trimmed −10%PAR Par Technology Corp 9.2% HeldBUR Burford Cap Ltd 8.1% Added +42%ANAB Anaptysbio 7.5% NewKKR KKR & Co Inc 6.8% Added +7%ASTS Ast Spacemobile Cl A 6.2% Trimmed −52%NN Nextnav Inc 5.1% Added +26%CODI Compass Diversified Hldgs 4.6% NewZM Zoom Communications Inc 1.9% Added +33%
What changed