Greenhaven Road Capital’s second-quarter 2025 investor letter reported a +14% return, with YTD returns under +1%. The Russell 2000 returned -1.8% YTD. Top holdings include Sable Offshore Corp. (NYSE:SOC), with a one-month return of -4.57% and shares up 89.72% in the last 52 weeks, closing at $28.80 per share on August 18, 2025.

Greenhaven Road Capital’s investor letter highlighted Sable Offshore Corp. (NYSE:SOC), predicting a +150% outcome within a year, with an expected value of +135%. The Procter & Gamble Company (PG) is also in focus, with Jim Cramer suggesting a potential bottom amid China concerns.

Sable Offshore Corp. (NYSE:SOC) is not among the 30 most popular stocks among hedge funds but is held by 29 hedge fund portfolios. While acknowledging its investment potential, AI stocks with greater upside and lower risk are recommended. For an undervalued AI stock benefiting from Trump-era tariffs, check out the free report on the best short-term AI stock on Insider Monkey.

Read more at Yahoo Finance: Greenhaven Road Capital’s High-Expected-Value with Uncertain Timing Investment