Greenhaven Road Capital reported a +14% return in the second quarter of 2025, with YTD returns under +1%. The Russell 2000 returned -1.8% YTD. Burford Capital Limited (NYSE:BUR) was highlighted in the investor letter, with a one-month return of -2.44% and a market cap of $2.978 billion as of August 18, 2025.

Greenhaven Road Capital mentioned Burford Capital Limited (NYSE:BUR) in its investor letter, emphasizing its potential high expected value. Burford Capital ended the quarter with a market cap of approximately $2.5 billion and rights to multiple $1 billion+ potential judgments, including the YPF Argentina case.

Burford Capital (BUR) experienced a 7.8% decline as traders took profits. The company is not among the 30 most popular stocks held by hedge funds, although 31 hedge fund portfolios held it at the end of the first quarter. The company’s potential as an investment was acknowledged, with a focus on AI stocks in the market.

Greenhaven Road Capital expressed a positive outlook on Burford Capital Limited (NYSE:BUR) in previous investor letters. Further analysis and investor letters from hedge funds can be found on the hedge fund investor letters Q2 2025 page. The company’s resilience to tariffs was also discussed in a previous quarter.

For more insights, check out “The Best and Worst Dow Stocks for the Next 12 Months” and “10 Unstoppable Stocks That Could Double Your Money.” This article was originally published on Insider Monkey.

Read more at Yahoo Finance: Here’s Why Burford Capital (BUR) is in Greenhaven Road Capital’s Uncertain Timing Bucket