Greenhaven Road Capital’s Q4 2024 Investor Letter

Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. The firm stated in its Q3 2024 letter that with a concentrated portfolio of idiosyncratic companies returns are expected to come in chunks, with progress being made and multiple multi-baggers holding potential. The expectation was paid off in Q4 with another chunk. The fund returned approximately 13% in the quarter bringing yearly returns to more than 27%. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2024.

A copy of Greenhaven Road Capital’s Q4 2024 investor letter can be downloaded here.