Greenhaven Road Investment Management, L.P.
Annual return '25
+10.4%
SPY '25
+17.7%
Alpha
-7.3ptsvs SPY
Invested
$145.4M
Holdings
17
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$HGTY
HAGERTY INC
Q4 2025: Sold 1.8% (2.66M → 2.62M shares)
17.2%
02
$CLBT
CELLEBRITE DI LTD
Q4 2025: Sold 3.2% (1.65M → 1.60M shares)
14.6%
03
$KFS
KINGSWAY FINL SVCS INC
Q4 2025: Increased +43.8% (1.31M → 1.88M shares)
13.3%
04
$ASTS
AST SPACEMOBILE INC
Q4 2025: Sold 16.4% (329.1k → 275.2k shares)
12.8%
05
$LFCR
LIFECORE BIOMEDICAL INC
Q2 2025: Increased +2.2% (3.62M → 3.69M shares)
9.1%
06
$PAR
PAR TECHNOLOGY CORP
Q4 2025: Sold 8.9% (973.2k → 886.9k shares)
7.4%
07
$KKR
KKR & CO INC
Q4 2025: Sold 13.5% (219.7k → 190.1k shares)
6.8%
08
$BUR
BURFORD CAPITAL LIMITED
Q4 2025: Increased +16.4% (1.60M → 1.87M shares)
6.7%
09
$ALLT
ALLOT LTD
Q4 2025: Increased +12.8% (759.6k → 857.0k shares)
5.8%
10
$NN
NEXTNAV INC
Q4 2025: Increased +3.3% (60.0k → 62.0k shares)
3.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.