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

Greenhaven Road Investment Management, L.P.

$648 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs TLT IWM 2 stocks	$437,931 67.59% of portfolio	2	-	-	-	0 Calls 2 Puts
Asset Management \| Financial Services KKR BUR 2 stocks	$47,719 7.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Application \| Technology PAR RSSS 2 stocks	$38,662 5.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT ALLT 2 stocks	$38,477 5.94% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services HGTY 1 stocks	$32,083 4.95% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KFS 1 stocks	$19,238 2.97% of portfolio	-	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$16,561 2.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services ASTS 1 stocks	$16,152 2.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services NN 1 stocks	$866 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts

Engineering & Construction \| Industrials MTRX 1 stocks	$180 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials QRHC 1 stocks	$48 0.01% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare LNDC 1 stocks	$0 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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