Expected high value, uncertain time

Greenhaven Road CapitalInvestment Management Company issued an investor speech in the second quarter of 2025. A copy of the letter can be downloaded here. It can be a copy of the message It was downloaded here. In the second quarter, the box returned about 4 % of the fees and expenses, raising YTD’s revenues to less than +1 %. YTD, Rusell 2000 -1.8 %. In addition, you can check the 5 best holdings of the box to determine its best choices for 2025.

In the investor speech in the second quarter of 2025, Greenhaven Road Capital has highlighted stocks such as Par Technology Corporation (Nyse:Equal). Par Technology Corporation (NYSE: PAR) provides solutions to cloud -based devices and programs in the field of restaurants and retail. The return of Par Technology Corporation (NYSE: PAR) was a month for a month -25.90 %, and its shares lost 1.82 % of its value over the past 52 weeks. On August 18, 2025, Par Technology Corporation (NYSE: PAR) closed at $ 52.25 per share, with a market value of $ 2.12 billion.

Greenhaven Road Capital stated the following regarding Par Technology Corporation (NYSE: PAR) in the investor’s speech in the second quarter 2025:

“Par Technology Corporation (NYSE: PAR) – PAR is another difficult company to predict profits specifically. In the first place, the company adds new customers through the application for submission of offers, the duration of which is unknown. Even after winning the nervous exercise technology, the customer’s time schedule was dictated. Last quarter witnessed the slowdown of the implementation of the start of the burger of King, their largest agent, who stopped implementation because they adopt an additional unit. This is a very good problem – your largest customer slows down to buy more products. It should also be noted that Burger King has many extraordinary chances including Popeye’s, Tim Hortons and Burger King International. Burger King Buying is the most excellent data point even if it has a negative impact on the revenue of the last quarter.