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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • Greenhaven Road Capital
Value
$349M
Stocks
17 Stocks (2 new)
Turnover
17.0%
Top Holdings
HGTY(14.44%) CLBTW(11.94%) KWY(11.47%) LFCR(10.88%) PAR(9.25%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| HGTY | None | Hagerty | Financials | $22.2M | 0 | 14.4% | 0 | No Change |
| CLBTW | None | CELLEBRITE DI LTD | General | $18.4M | 0 | 11.9% | 0 | +100.0% |
| KWY | None | Kingsway | Financials | $17.7M | 0 | 11.5% | 0 | No Change |
| LFCR | None | Lifecore Biomedical | Health Care | $16.8M | 0 | 10.9% | 0 | No Change |
| PAR | None | PAR Technology | Information Technology | $14.2M | 0 | 9.3% | 0 | No Change |
| BUR | None | Burford Capital | Financials | $12.5M | 0 | 8.1% | 0 | No Change |
| ANAB | None | AnaptysBio Inc | Health Care | $11.5M | 0 | 7.5% | 0 | No Change |
| KKR | None | KKR & Co. Inc. | Financials | $10.5M | 0 | 6.8% | 0 | No Change |
| ASTS | None | AST SpaceMobile, Inc. | Information Technology | $9.5M | 0 | 6.2% | 0 | No Change |
| NNAVW | None | NEXTNAV INC | General | $7.8M | 0 | 5.1% | 0 | +100.0% |
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Financials | 4 | $62.9M | 40.8% |
| Health Care | 3 | $28.5M | 18.5% |
| Information Technology | 4 | $26.7M | 17.4% |
| General | 2 | $26.2M | 17.0% |
| Industrials | 3 | $7.2M | 4.7% |
| Communication Services | 1 | $2.5M | 1.6% |