Greenhaven Road Investment Management, L.P. Portfolio Holdings by Sector
Greenhaven Road Investment Management, L.P.
- $212 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAR MKTW RSSS 3 stocks |
$64,379
30.32% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BUR 2 stocks |
$59,944
28.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CLBT ALLT 2 stocks |
$44,116
20.78% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
LPX 1 stocks |
$15,699
7.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
HGTY 1 stocks |
$11,929
5.62% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
ALTG 1 stocks |
$11,741
5.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KFS 1 stocks |
$4,277
2.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTRX 1 stocks |
$166
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
QRHC 1 stocks |
$71
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNDC 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|