Markets· August 17, 2026 at 03:29 p.m.
Greenhaven Road Capital Backs Lifecore Biomedical for Monetizing Excess Capacity
Key takeaways
- Greenhaven Road Capital holds Lifecore Biomedical as a top-five pick
- Company announced seven new customers in nine months
- Potential of shares trading higher or company being sold
In its Q2 2026 investor letter, Greenhaven Road Capital highlighted Lifecore Biomedical, Inc. (NASDAQ:LFCR) as a top-five holding due to the potential of monetizing excess manufacturing capacity. The company announced seven new customers in the past nine months, with at least two large customers hinted through 'breadcrumbs'. Greenhaven Road Capital believes that the shares will trade higher or the company will be sold, potentially at a substantial premium to today's share price. Despite a 38.78% decline over the past 52 weeks, the investment firm continues to hold a positive outlook for Lifecore Biomedical, Inc. (NASDAQ:LFCR).
