Greenhaven Road Capital Main Fund Q1 2025 Top 5 Holdings
Source: SeekingAlpha
2025-05-19 09:35:00 ET
Summary
- Lifecore, Burford, KKR, PAR, and Cellebrite are well-positioned despite trade policy and tariff headwinds, each with unique catalysts for growth.
- KKR stands out for its asset growth, brand strength, and resilience, benefiting from the migration to private assets and high-net-worth channels.
- PAR's high-margin software, resilient QSR customer base, and strong growth prospects outweigh tariff risks and support a bullish outlook.
- Cellebrite’s government focus and SPAC dynamics provide upside potential, with management incentives aligned for a possible sale or share price surge.
The following segment was excerpted from Greenhaven Road Capital Main Fund Q1 2025 Investor Letter. ...
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Greenhaven Road Capital Main Fund Q1 2025 Top 5 Holdings
Cellebrite DI Ltd. Warrants
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