From Yahoo Finance: 2025-05-22 10:26:00

Greenhaven Road Capital released its Q1 2025 investor letter, reporting a -12% return net of fees and expenses, trailing the Russell 2000 by 2%. The focus was on President Trump’s Liberation Day and tariff policies over company fundamentals. Check out their top 5 holdings for 2025 picks.

Greenhaven Road Capital highlighted KKR & Co. Inc. (NYSE:KKR) in their Q1 letter. KKR gained 3.65% in one month and 12.89% over 52 weeks. On May 21, 2025, KKR closed at $117.76 per share with a market cap of $108.745 billion.

In their Q1 2025 letter, Greenhaven Road Capital discussed KKR & Co. Inc. (NYSE:KKR) facing tariffs and global trade restructuring challenges. KKR’s private equity business is impacted by lack of liquidity, but they remain diversified. Despite global trade war disruptions, KKR earns fees on $638B+ AUM.



Read more at Yahoo Finance: Here’s How KKR (KKR) Gets Affected by the Restructuring of Global Trade and Tariffs