StockDriftsStockDriftsTop 17 Greenhaven Road Investment Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HGTY | HAGERTY INC | 14.44% | 1.87M | $22.2M | -21.29%(-504.55K) | $10.70(+19.19%) | 2026-06-30 | |
| CLBT | CELLEBRITE DI LTD | 11.94% | 1.26M | $18.4M | -17.93%(-275.21K) | $8.75(+27.31%) | 2026-06-30 | |
| KFS | KINGSWAY FINL SVCS INC | 11.47% | 1.70M | $17.7M | -8.40%(-155.63K) | $10.76(-2.43%) | 2026-06-30 | |
| LFCR | LIFECORE BIOMEDICAL INC | 10.88% | 3.19M | $16.8M | -9.80%(-346.80K) | $6.24(-24.34%) | 2026-06-30 | |
| PAR | PAR TECHNOLOGY CORP | 9.25% | 817.9K | $14.2M | +0.92%(+7.44K) | $42.39(-55.06%) | 2026-06-30 | |
| BUR | BURFORD CAP LTD | 8.1% | 3.04M | $12.5M | +42.17%(+902.63K) | $8.18(-46.56%) | 2026-06-30 | |
| ANAB | ANAPTYSBIO | 7.5% | 171.1K | $11.5M | new | $52.21(+11.98%) | 2026-06-30 | |
| KKR | KKR & CO INC | 6.8% | 114.1K | $10.5M | +6.99%(+7.45K) | $35.07(+214.30%) | 2026-06-30 | |
| ASTS | AST SPACEMOBILE CL A | 6.19% | 107.3K | $9.5M | -52.36%(-117.92K) | $37.72(+76.19%) | 2026-06-30 | |
| NN | NEXTNAV INC | 5.09% | 439.5K | $7.8M | +25.80%(+90.13K) | $16.03(+24.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +0.87% | +2.64% | -14.11% | -53.27% |
| Top 20 Holdings Unweighted | -5.13% | -14.61% | -11.56% | -45.89% |
Greenhaven Road Investment Management L P reports $154.03M in US-listed equity holdings across 17 positions in its most recent 13F filing. Its largest disclosed positions are HGTY (14.4%), CLBT (11.9%) and KFS (11.5%). The top 20 holdings account for 100.03% of reported assets. Its disclosed equity book has returned +2.64% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenhaven Road Investment Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1741129). View Greenhaven Road Investment Management L P’s 13F filings on SEC