Greenhaven Road Investment Management, L.P. — 13F Holdings & Portfolio

CIK 1741129 · latest 13F-HR filed 2026-05-15

Greenhaven Road Investment Management, L.P. manages $145.4M in 13F-reported U.S. long-equity assets across 17 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are HGTY (17.17%), CLBT (14.55%), KFS (13.29%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 2, added to 1, and trimmed 10.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$145.4M

Long-equity book

Holdings

17

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+4 / −2 / ↑1 / ↓10

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • NEXTNAV INC$4.6M +442.4%
Show all 1

Top Trims

  • PAR TECHNOLOGY CORP-$21.4M -66.4%
  • LIFECORE BIOMEDICAL INC-$17.0M -56.3%
  • KKR & CO INC-$11.9M -54.6%
  • HAGERTY INC-$10.2M -29.0%
  • CELLEBRITE DI LTD-$7.7M -26.7%
Show all 10

New Positions

  • ZOOM COMMUNICATIONS INC$2.0M
  • MERLIN INC$795.5K
  • LISTED FDS TR$528.8K
  • PERMA-FIX ENVIRONMENTAL SVCS$120.5K
Show all 4

Exited Positions

  • LOUISIANA PAC CORP$8.2M
  • PINTEREST INC$2.8M
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 HAGERTY INC HGTY 405166109 $25.0M 17.17% 2,369,978 SH
2 CELLEBRITE DI LTD CLBT M2197Q107 $21.2M 14.55% 1,535,251 SH
3 KINGSWAY FINL SVCS INC KFS 496904202 $19.3M 13.29% 1,851,776 SH
4 AST SPACEMOBILE INC ASTS 00217D100 $18.7M 12.84% 225,219 SH
5 LIFECORE BIOMEDICAL INC LFCR 514766104 $13.2M 9.05% 3,537,573 SH
6 PAR TECHNOLOGY CORP PAR 698884103 $10.8M 7.43% 810,444 SH
7 KKR & CO INC KKR 48251W104 $9.9M 6.78% 106,600 SH
8 BURFORD CAPITAL LIMITED BUR G17977110 $9.7M 6.66% 2,140,312 SH
9 ALLOT LTD ALLT M0854Q105 $8.4M 5.80% 1,266,991 SH
10 NEXTNAV INC NN 65345N106 $5.6M 3.85% 349,333 SH
11 ZOOM COMMUNICATIONS INC ZM 98980L101 $2.0M 1.38% 25,000 SH
12 MERLIN INC MRLN 590106100 $795.5K 0.55% 108,233 SH
13 LISTED FDS TR INFL 53656F623 $528.8K 0.36% 16,024 SH
14 MATRIX SVC CO MTRX 576853105 $160.4K 0.11% 13,969 SH
15 PERMA-FIX ENVIRONMENTAL SVCS PESI 714157203 $120.5K 0.08% 11,303 SH
16 RESEARCH SOLUTIONS INC RSSS 761025105 $87.0K 0.06% 38,477 SH
17 QUEST RESOURCE HLDG CORP QRHC 74836W203 $37.4K 0.03% 31,463 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $145.4M 17 0001420506-26-001077
2025-12-31 2026-02-13 $594.0M 16 0001420506-26-000339
2025-09-30 2025-12-01 $677.6M 17 0001420506-25-003515