Greenhaven Road Investment Management, L.P. holds a concentrated book of 17 stocks worth $145.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Zoom Communications Inc and trimmed Hagerty Inc-A. Their largest long position is Hagerty Inc-A at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1741129/holdings"
Use Arkolith to show Greenhaven Road Investment Management, L.P.'s latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Hagerty Inc CL A COM | $25.0M | 2.37M | 17.2% | ▼−9.4% Reduced · −247K sh | |
| 2 | Cellebrite Di Ltd ORDINARY SHARES | $21.2M | 1.54M | 14.6% | ▼−4.0% Reduced · −65K sh | |
| 3 | Kingsway Finl Svcs Inc COM NEW | $19.3M | 1.85M | 13.3% | ▼−1.7% Reduced · −33K sh | |
| 4 | Ast Spacemobile Inc COM CL A | $18.7M | 225.2K | 12.8% | ▼−18% Reduced · −50K sh | |
| 5 | Lifecore Biomedical Inc COM | $13.2M | 3.54M | 9.1% | ▼−3.9% Reduced · −145K sh | |
| 6 | Par Technology Corp COM | $10.8M | 810.4K | 7.4% | ▼−8.6% Reduced · −76K sh | |
| 7 | KKR & Co Inc COM | $9.9M | 106.6K | 6.8% | ▼−44% Reduced · −84K sh | |
| 8 | Burford Capital Limited ORD SHS | $9.7M | 2.14M | 6.7% | ▲+15% Added · +275K sh | |
| 9 | Allot Ltd SHS | $8.4M | 1.27M | 5.8% | ▲+48% Added · +410K sh | |
| 10 | Nextnav Inc COMMON STOCK | $5.6M | 349.3K | 3.8% | ▲+463% Added · +287K sh | |
| 11 | Zoom Communications Inc CL A | $2.0M | 25.0K | 1.4% | ▲New New position | |
| 12 | Merlin Inc COM | $796K | 108.2K | 0.5% | ▲New New position | |
| 13 | Listed FDS TR HORIZON KINETICS | $529K | 16.0K | 0.4% | ▲New New position | |
| 14 | Matrix SVC Co COM | $160K | 14.0K | 0.1% | —Held | |
| 15 | Perma-Fix Environmental Svcs COM NEW | $120K | 11.3K | 0.1% | ▲New New position | |
| 16 | Research Solutions Inc COM | $87K | 38.5K | 0.1% | —Held | |
| 17 | Quest Resource Hldg Corp COM NEW | $37K | 31.5K | 0.0% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 17 | $145.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 16 | $594.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Dec 1, 2025 | 17 | $677.6M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.