Hagerty’s (HGTY) Higher Growth Story Remains Mispriced?
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Polar Capital Brian Ashford-Russell And Tim Woolley | 6,000,000 | $71,520,000 | 0.17% | |
| 2. | Markel Gayner Asset Management Tom Gayner | 3,108,000 | $35,897,400 | 0.27% | |
| 3. | Greenhaven Road Investment Management Scott Stewart Miller | 1,865,430 | $22,235,926 | -22% | 14.44% |
| 4. | Royce & Associates Chuck Royce | 525,000 | $6,258,000 | 0.05% | |
| 5. | Woodline Partners Michael Rockefeller And Karl Kroeker | 212,918 | $2,537,983 | -19% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.46 | 9,500 | $99,370.00 | 68,648 | 2026-05-15 | Filing | |
| $9.50 | 4,000 | $38,000.00 | 47,277 | 2026-03-12 | Filing | |
| $10.72 | 15,000 | $160,800.00 | 43,277 | 2026-03-03 | Filing | |
| $11.62 | 1,000 | $11,620.00 | 28,277 | 2025-09-05 | Filing | |
| $9.75 | 1,000 | $9,750.00 | 27,277 | 2025-05-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.47 | 1,387,500 | $15,917,400.00 | 0 | 2026-09-11 | Filing | |
| $11.47 | 9,250,000 | $106,116,000.00 | 0 | 2026-09-09 | Filing | |
| $12.25 | 3,113 | $38,134.25 | 83,972 | 2026-07-02 | Filing | |
| $12.10 | 9,440 | $114,224.00 | 89,610 | 2026-07-01 | Filing | |
| $12.01 | 905 | $10,869.05 | 99,050 | 2026-06-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,755,856 | $23,633,822 | 2.92% | |
| 2. | 1,350,809 | $18,208,746 | 3.19% | |
| 3. | 101,756 | $1,369,635 | 0.02% | |
| 4. | 48,047 | $646,713 | 0.01% | |
| 5. | 16,300 | $219,000 | 0.1% |