GreenHaven Road Capital Q1 2019 Investor Letter

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Includes: APPS, BOX, CSSE, ETSY, EVI, FCAU, KKR, NFLX, PAR, SHSP
by: Fund Letters
Summary

Greenhaven Road Capital is a long-biased, concentrated hedge fund. We invest only in our very best ideas – typically 15 long positions or less and a handful of opportunistic short.

Net returns for the partnership in the first quarter were in excess of 16%.

In the stock market, it is often “the story” that can drive changes in share price.