GRIM

Greenhaven Road Investment Management Portfolio holdings

AUM $285M
1-Year Est. Return 37.22%
This Quarter Est. Return
1 Year Est. Return
+37.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$11.9M
2 +$11.3M
3 +$8.21M
4
KKR icon
KKR & Co
KKR
+$5.8M
5
RICK icon
RCI Hospitality Holdings
RICK
+$4.65M

Top Sells

1 +$29.5M
2 +$3.57M
3 +$3.23M
4
GOGO icon
Gogo Inc
GOGO
+$2.97M
5
BXC icon
BlueLinx
BXC
+$2.75M

Sector Composition

1 Technology 52.6%
2 Communication Services 17.36%
3 Financials 9.6%
4 Consumer Discretionary 9.1%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-444,034
27
-228,571
28
-75,000