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

Greenhaven Road Investment Management, L.P.

$191 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology PAR APPS RSSS 3 stocks	$64,675 33.81% of portfolio	2	1	1	-	0 Calls 0 Puts
Asset Management \| Financial Services KKR BUR 2 stocks	$49,525 25.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology CLBT ALLT 2 stocks	$31,505 16.47% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$17,928 9.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services HGTY 1 stocks	$12,298 6.43% of portfolio	1	-	-	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials ALTG 1 stocks	$8,415 4.4% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KFS 1 stocks	$5,984 3.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services NN 1 stocks	$730 0.38% of portfolio	1	-	1	-	0 Calls 0 Puts
Engineering & Construction \| Industrials MTRX 1 stocks	$173 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials QRHC 1 stocks	$29 0.02% of portfolio	1	-	-	-	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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