Greenhaven Road Capital’s Strategic Perspective on PAR Technologies (PAR)

6 days ago 6

Soumya Eswaran

Mon, November 10, 2025 astatine 7:57 AM CST 3 min read

Greenhaven Road Capital, an concern absorption company, released its third-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. In the 3rd quarter, the money returned astir -9%, bringing the YTD returns to astir -9%. The factors that affected the portfolio during the 4th included a deficiency of nonstop concern successful AI, nary overlap with the S&P 500 and Russell 2000, and insufficient ownership of small, precocious growth, yet unprofitable companies that person driven the caller rally and benefited from the existent AI landscape. In addition, you tin cheque the fund’s apical 5 holdings to find its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Greenhaven Road Capital highlighted stocks specified arsenic PAR Technology Corporation (NYSE:PAR). PAR Technology Corporation (NYSE:PAR) offers omnichannel cloud-based hardware and bundle solutions to the edifice and retail industries. The one-month instrumentality of PAR Technology Corporation (NYSE:PAR) was 7.51%, and its shares mislaid 48.55% of their worth implicit the past 52 weeks. On November 7, 2025, PAR Technology Corporation (NYSE:PAR) banal closed astatine $38.67 per share, with a marketplace capitalization of $1.57 billion.

Greenhaven Road Capital stated the pursuing regarding PAR Technology Corporation (NYSE:PAR) successful its 3rd 4th 2025 capitalist letter:

"Owning a meaningful presumption successful PAR Technology Corporation (NYSE:PAR) has been frustrating. The five-year illustration shows we've been early, and its 40% diminution successful implicit conscionable the past 2 months of the 4th surely tests conviction. Here's wherefore we're inactive owners… (I accidental “we” due to the fact that a important information of my family’s liquid nett worthy is invested successful Greenhaven Road’s Fund.)

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