Greenhaven Road Investment Management, L.P.
GREENWICH CT · SEC CIK 0001741129
$1.45亿2026Q1 申报市值
17持仓数
97.4%前十大占比 · 第一大 17.2%
4 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NN 加仓+$460.31万
ALLT 加仓+$273.06万
ZM 新建仓+$200.97万
BUR 加仓+$124.30万
MERLIN INC 新建仓+$79.55万
2026Q1 卖出最多 按季末市值估算
LPX 清仓-$818.28万
KKR 减仓-$772.38万
ASTS 减仓-$414.35万
PINS 清仓-$284.79万
HGTY 减仓-$259.75万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| HGTY | HAGERTY INC | $2,495.59万 | 17.17% | 2,369,978 | -246,676 | -9.4% | -$259.75万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $2,115.58万 | 14.55% | 1,535,251 | -64,686 | -4.0% | -$89.14万 | 减仓 |
| — | KINGSWAY FINL SVCS INC | $1,931.40万 | 13.29% | 1,851,776 | -32,753 | -1.7% | -$34.16万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $1,866.39万 | 12.84% | 225,219 | -50,000 | -18.2% | -$414.35万 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $1,315.98万 | 9.05% | 3,537,573 | -145,000 | -3.9% | -$53.94万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $1,080.32万 | 7.43% | 810,444 | -76,439 | -8.6% | -$101.89万 | 减仓 |
| KKR | KKR & CO INC | $986.05万 | 6.78% | 106,600 | -83,500 | -43.9% | -$772.38万 | 减仓 |
| BUR | BURFORD CAPITAL LIMITED | $967.42万 | 6.66% | 2,140,312 | 275,000 | 14.7% | $124.30万 | 加仓 |
| ALLT | ALLOT LTD | $843.82万 | 5.80% | 1,266,991 | 410,000 | 47.8% | $273.06万 | 加仓 |
| NN | NEXTNAV INC | $559.63万 | 3.85% | 349,333 | 287,333 | 463.4% | $460.31万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $200.97万 | 1.38% | 25,000 | 25,000 | — | $200.97万 | 新建仓 |
| — | MERLIN INC | $79.55万 | 0.55% | 108,233 | 108,233 | — | $79.55万 | 新建仓 |
| INFL | LISTED FDS TR | $52.88万 | 0.36% | 16,024 | 16,024 | — | $52.88万 | 新建仓 |
| MTRX | MATRIX SVC CO | $16.04万 | 0.11% | 13,969 | 0 | 0.0% | — | 不变 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $12.05万 | 0.08% | 11,303 | 11,303 | — | $12.05万 | 新建仓 |
| — | RESEARCH SOLUTIONS INC | $8.70万 | 0.06% | 38,477 | 0 | 0.0% | — | 不变 |
| — | QUEST RESOURCE HLDG CORP | $3.74万 | 0.03% | 31,463 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR 看跌期权 | $0 | 0.00% | 0 | -4,166,500 | -100.0% | -$3.63亿 | 清仓 |
| LPX | LOUISIANA PAC CORP | $0 | 0.00% | 0 | -101,323 | -100.0% | -$818.28万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -110,000 | -100.0% | -$284.79万 | 清仓 |