Greenhaven Road Capital’s second-quarter 2025 investor letter revealed a +14% return net of fees and expenses, with YTD returns below +1%. The Russell 2000 returned -1.8% YTD. Check the fund’s top 5 holdings for potential investment picks in 2025. KKR & Co. Inc. (NYSE:KKR) was highlighted, with a one-month return of -2.60% and shares gaining 19.01% over the last 52 weeks, closing at $141.20 per share on August 18, 2025, with a market cap of $125.8 billion.

Greenhaven Road Capital’s investor letter discussed KKR & Co. Inc. (NYSE:KKR)’s performance, noting a more than 8% decline in the first half of the year. Speculation suggests tariff impacts and institutional investor fatigue contributed to this. Harvard and Yale’s borrowing to fund operations and selling illiquid private holdings at a discount were also factors.

Analysts are closely watching 10 AI stocks, seeking potential investment opportunities in the evolving artificial intelligence sector. Stay informed to make strategic investment decisions in this rapidly growing field.

Read more at Yahoo Finance: Here’s Greenhaven Road Capital’s Comment on KKR (KKR)