In its Q2 2026 investor letter, Greenhaven Road Capital highlighted AppLovin Corporation (NASDAQ:APP) as a potential investment with an attractive cash flow multiple. The mobile technology company posted a one-month retu
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 se
In its Q2 2026 investor letter, Greenhaven Road Capital highlighted KKR & Co. Inc. (NYSE:KKR) as a strong investment despite market concerns. The private equity and real estate firm posted a one-month return of 13.58% in
