Greenhaven Road Investment Management, L.P. Portfolio Holdings by Sector

Greenhaven Road Investment Management, L.P.

$229 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology PAR CCRD RSSS 3 stocks	$69,349 30.28% of portfolio	2	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR BUR 2 stocks	$54,399 23.75% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT ALLT 2 stocks	$29,640 12.94% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services HGTY 1 stocks	$18,314 8.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KFS 1 stocks	$17,744 7.75% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$17,319 7.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services ASTS 1 stocks	$12,523 5.47% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials ALTG 1 stocks	$8,598 3.75% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services NN 1 stocks	$912 0.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials MTRX 1 stocks	$188 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials QRHC 1 stocks	$26 0.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare LNDC 1 stocks	$0 0.0% of portfolio	1	-	-	-	0 Calls 0 Puts

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