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LFCR position history

The shares of Lifecore Biomedical (LFCR) that Greenhaven Road Investment Management, L.P. reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q1: 2,068,898 shares, $78M, 4.5% of portfolio, New
  2. 2023 Q2: 1,902,639 shares, $184M, 9.3% of portfolio, Reduce −8.0%
  3. 2023 Q3: 4,386,666 shares, $331M, 8.3% of portfolio, Add +130.6%
  4. 2023 Q4: 4,733,912 shares, $161M, 12.6% of portfolio, Add +7.9%
  5. 2024 Q1: 2,144,018 shares, $11M, 4.8% of portfolio, Reduce −54.7%
  6. 2024 Q2: 2,216,124 shares, $11M, 5.3% of portfolio, Add +3.4%
  7. 2024 Q3: 2,228,784 shares, $11M, 4.7% of portfolio, Add +0.6%
  8. 2024 Q4: 3,616,146 shares, $27M, 4.3% of portfolio, Add +62.2%
  9. 2025 Q1: 3,616,146 shares, $25M, 10.4% of portfolio
  10. 2025 Q2: 3,694,832 shares, $30M, 10.3% of portfolio, Add +2.2%
  11. 2025 Q3: 7,389,664 shares, $54M, 8.2% of portfolio, Add +100.0%
  12. 2025 Q4: 3,682,573 shares, $30M, 5.1% of portfolio, Reduce −50.2%
  13. 2026 Q1: 3,537,573 shares, $13M, 9.1% of portfolio, Reduce −3.9%
  14. 2026 Q2: 3,190,769 shares, $17M, 10.9% of portfolio, Reduce −9.8%
Holdings date Value % of holdings Shares Filing date All 13F holders