From Yahoo Finance: 2025-05-22 10:34:00

Greenhaven Road Capital’s first-quarter 2025 investor letter reported a -12% return, trailing the Russell 2000 by 2%. The focus was on President Trump’s Liberation Day and tariff policies, not company fundamentals. Top pick Lifecore Biomedical, Inc. (NASDAQ:LFCR) gained 4.46% in one month, closing at $6.45 per share on May 21, 2025.

In the Q1 2025 letter, Greenhaven Road Capital discussed Lifecore Biomedical, Inc. (NASDAQ:LFCR), an integrated CDMO with a 13.27% 52-week share gain. They increased ownership to nearly 10%, citing potential trade policy benefits. Lifecore faces challenges in selling excess capacity but stands to benefit from new policies.

Lifecore Biomedical, Inc. (NASDAQ:LFCR) generated $35.2 million in Q3 2025 revenues. While 10 hedge funds held the stock, AI investments are preferred for higher returns. Lifecore Biomedical, Inc. (NASDAQ:LFCR) isn’t among the 30 most popular stocks among hedge funds, but its potential is noted. AI stocks are seen as more promising, with a specific recommendation for an undervalued AI stock set for significant gains.



Read more at Yahoo Finance: What Makes Lifecore Biomedical (LFCR) a Beneficiary of the Trade Policies?