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Greenhaven Road Capital reports ~11% Q2 return and reviews Liquidia stake

Liquidia Corporation logoLiquidia Corporation
Sig1.35Sen+4.20Env0.00Soc0.00Gov0.00

Greenhaven Road Capital reported an approximate 11% net return in Q2, building on Q1, with a portfolio shift toward lower concentration and higher allocations tied to near-term catalysts and proactive profit-taking. Underlying businesses are said to be growing despite weaker market multiples. The firm flagged Liquidia as a special situation and reviewed top holdings for 2026.

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