GRIM
Greenhaven Road Investment Management Portfolio holdings
AUM
$285M
This Quarter Return
+17.88%
1 Year Return
+37.22%
3 Year Return
+116.25%
5 Year Return
+275.32%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+11,815%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
90.96%
Holding
28
New
1
Increased
9
Reduced
6
Closed
7
Top Buys
| 1 |
Digital Turbine
APPS
|
$9.45M |
| 2 |
Clarus
CLAR
|
$2.49M |
| 3 |
Sphere Entertainment
SPHR
|
$1.18M |
| 4 |
Lifecore Biomedical
LFCR
|
$1.07M |
| 5 |
Kingsway Financial Services
KFS
|
$703K |
Top Sells
| 1 |
KKR & Co
KKR
|
$10.2M |
| 2 |
APi Group
APG
|
$2.77M |
| 3 |
Cellebrite
CLBT
|
$2.72M |
| 4 |
PAR Technology
PAR
|
$1.86M |
| 5 |
MarketWise
MKTW
|
$420K |
Sector Composition
| 1 | Technology | 37.63% |
| 2 | Financials | 34.09% |
| 3 | Industrials | 9.8% |
| 4 | Healthcare | 6.2% |
| 5 | Consumer Discretionary | 6.11% |
