Greenhaven Road Investment Management, L.P. Portfolio Holdings by Sector
Greenhaven Road Investment Management, L.P.
- $212 Million
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
PAR APPS MKTW RSSS 4 stocks |
$72,175
34.01% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR BUR 2 stocks |
$57,907
27.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
CLBT 1 stocks |
$35,135
16.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
HGTY 1 stocks |
$15,356
7.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
LPX 1 stocks |
$15,163
7.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
ALTG 1 stocks |
$12,092
5.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KFS 1 stocks |
$4,216
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTRX 1 stocks |
$180
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
|