Greenhaven Road Investment Management, L.P.

Comprehensive Analysis of Greenhaven Road Investment Management, L.P. 13F Filing

Portfolio Overview

Greenhaven Road Investment Management, L.P. reported a significant contraction in portfolio size for the quarter ending September 30, 2025. The total portfolio value decreased by 62.8%, dropping from $291.94 million to $108.50 million. This drastic reduction in assets under management (AUM) suggests one of two scenarios: substantial redemptions from investors or a strategic pivot by the fund...