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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Greenhaven Road Investment Management, L.P. INSTITUTION : Greenhaven Road Investment Management, L.P.
Greenhaven Road Investment Management, L.P. Portfolio (reported on 2020-05-15)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
KKR & CO INC    (CL A) 12,909,000 550,000 16.18%
DIGITAL TURBINE INC    (COM NEW) APPS 11,240,000 2,607,916 14.09%
PAR TECHNOLOGY CORP    (COM) PTC 10,536,000 819,303 13.20%
CARVANA CO    (CL A) 6,611,000 120,000 8.28%
SHARPSPRING INC    (COM) 6,559,000 1,082,325 8.22%
PINTEREST INC    (CL A) 6,176,000 400,000 7.74%
UBER TECHNOLOGIES INC    (COM) 6,142,000 220,000 7.70%
ROKU INC    (COM CL A) 6,124,000 70,000 7.67%
CHICKEN SOUP FOR THE SOUL EN    (CL A) 5,465,000 831,714 6.85%
KALEYRA INC    (COM) 5,110,000 700,000 6.40%
KALEYRA INC    (*W EXP 12/12/202) 1,765,000 2,075,970 2.21%
VIVINT SMART HOME INC    (*W EXP 1/17/202) 696,000 498,462 0.87%
GIGCAPITAL2 INC    (RIGHT 02/28/2026) 231,000 608,600 0.28%
GIGCAPITAL2 INC    (*W EXP 02/28/2026) 119,000 384,582 0.14%
INFRA AND ENERGY ALTRNTIVE I    (*W EXP 05/20/202) 76,000 1,523,692 0.09%
Total Value As 2020-03-31: 79,759,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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