Greenhaven Road Investment Management, L.P. Portfolio Holdings by Sector
Greenhaven Road Investment Management, L.P.
- $194 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAR MKTW APPS RSSS 4 stocks |
$70,424
36.33% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BUR 2 stocks |
$54,925
28.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CLBT 1 stocks |
$29,457
15.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
ALTG 1 stocks |
$13,374
6.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
HGTY 1 stocks |
$12,264
6.33% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
LPX 1 stocks |
$9,107
4.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KFS 1 stocks |
$4,147
2.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTRX 1 stocks |
$158
0.08% 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
|