Greenhaven Road Investment Management, L.P.
GREENWICH CT · SEC CIK 0001741129
$1.54亿2026Q2 申报市值
17持仓数
91.6%前十大占比 · 第一大 14.4%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ANAB 新建仓+$1,154.65万
CODI 新建仓+$701.00万
BUR 加仓+$370.08万
APP 新建仓+$247.83万
NN 加仓+$160.70万
2026Q2 卖出最多 按季末市值估算
ASTS 减仓-$1,047.88万
ALLT 清仓-$843.82万
HGTY 减仓-$601.42万
CLBT 减仓-$401.81万
LFCR 减仓-$182.07万
2026Q2 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 | $2,223.59万 | 14.44% | 1,865,430 | -504,548 | -21.3% | -$601.42万 | 减仓 |
| CLBT | CELLEBRITE DI LTD | $1,839.66万 | 11.94% | 1,260,039 | -275,212 | -17.9% | -$401.81万 | 减仓 |
| — | KINGSWAY FINL SVCS INC | $1,767.39万 | 11.47% | 1,696,149 | -155,627 | -8.4% | -$162.16万 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $1,675.15万 | 10.88% | 3,190,769 | -346,804 | -9.8% | -$182.07万 | 减仓 |
| PAR | PAR TECHNOLOGY CORP | $1,424.76万 | 9.25% | 817,888 | 7,444 | 0.9% | $12.97万 | 加仓 |
| BUR | BURFORD CAP LTD | $1,247.61万 | 8.10% | 3,042,947 | 902,635 | 42.2% | $370.08万 | 加仓 |
| ANAB | ANAPTYSBIO | $1,154.65万 | 7.50% | 171,059 | 171,059 | — | $1,154.65万 | 新建仓 |
| KKR | KKR & CO INC | $1,046.76万 | 6.80% | 114,051 | 7,451 | 7.0% | $68.39万 | 加仓 |
| ASTS | AST SPACEMOBILE CL A | $953.41万 | 6.19% | 107,294 | -117,925 | -52.4% | -$1,047.88万 | 减仓 |
| NN | NEXTNAV INC | $783.56万 | 5.09% | 439,463 | 90,130 | 25.8% | $160.70万 | 加仓 |
| CODI | COMPASS DIVERSIFIED HLDGS | $701.00万 | 4.55% | 657,596 | 657,596 | — | $701.00万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $286.04万 | 1.86% | 33,141 | 8,141 | 32.6% | $70.26万 | 加仓 |
| APP | APPLOVIN CL A | $247.83万 | 1.61% | 4,810 | 4,810 | — | $247.83万 | 新建仓 |
| — | PRO-DEX INC | $20.99万 | 0.14% | 3,585 | 3,585 | — | $20.99万 | 新建仓 |
| MTRX | MATRIX SVC CO | $17.74万 | 0.12% | 12,947 | -1,022 | -7.3% | -$1.40万 | 减仓 |
| — | RESEARCH SOLUTIONS INC | $8.93万 | 0.06% | 38,477 | 0 | 0.0% | — | 不变 |
| — | QUEST RESOURCE HLDG CORP | $3.96万 | 0.03% | 31,463 | 0 | 0.0% | — | 不变 |
| ALLT | ALLOT LTD | $0 | 0.00% | 0 | -1,266,991 | -100.0% | -$843.82万 | 清仓 |
| — | MERLIN INC | $0 | 0.00% | 0 | -108,233 | -100.0% | -$79.55万 | 清仓 |
| INFL | LISTED FDS TR | $0 | 0.00% | 0 | -16,024 | -100.0% | -$52.88万 | 清仓 |
| PESI | PERMA-FIX ENVIRONMENTAL SVCS | $0 | 0.00% | 0 | -11,303 | -100.0% | -$12.05万 | 清仓 |