📊 Greenhaven Road 13F — Greenhaven Road Investment Management, L.P.: $154M portfolio, 17 positions (Q2 2026)

1. HGTY — $22M (14.4%) 2. CELLEBRITE DI LTD — $18M (11.9%) 3. KWY — $18M (11.5%) 4. LFCR — $17M (10.9%) 5. PAR — $14M (9.2%) 6. BURFORD CAP LTD — $12M (8.1%) 7. ANAB — $12M (7.5%) 8. KKR — $10M (6.8%) 9. ASTS — $10M (6.2%) 10. NN — $8M (5.1%) 11. CODI — $7M (4.6%) 12. ZM — $3M (1.9%) 13. APP — $2M (1.6%) 14. PDEX — $209,902 (0.1%) 15. MTRX — $177,374 (0.1%) 16. RSSS — $89,267 (0.1%) 17. QRHC — $39,643 (0.0%)

1. HGTY — $22M (14.4%)