Manager

Scott Miller

SEC filing name: Greenhaven Road Investment Management, L.P.

All 13F filings

Notable person
Scott Miller
SEC filing name
Greenhaven Road Investment Management, L.P.
Location
Greenwich, CT
CIK
0001741129
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

showing latest · scroll left for older quarters

Portfolio

Latest Disclosed Portfolio

2026 Q1 · filed 5/15/2026 · 17 long positions · top 12 shown

  1. HAGERTY INC 17.2%
  2. CELLEBRITE DI LTD 14.6%
  3. KINGSWAY FINL SVCS INC 13.3%
  4. AST SPACEMOBILE INC 12.8%
  5. LIFECORE BIOMEDICAL INC 9.1%
  6. PAR TECHNOLOGY CORP 7.4%
  7. KKR & CO INC - KKR 6.8%
  8. BURFORD CAPITAL LIMITED 6.7%
  9. ALLOT LTD 5.8%
  10. NEXTNAV INC 3.8%
  11. ZOOM COMMUNICATIONS INC 1.4%
  12. MERLIN INC 0.5%
  13. Other 0.6%

This quarter’s activity

2026 Q1 vs 2025 Q4 · filed 5/15/2026

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Exit Ishares Tr -4,166,500 -61.14 pp
Reduce Par Technology Corp. -76,439 +2.01 pp
Reduce Lifecore Biomedical Inc. -145,000 +3.98 pp
Reduce KKR · Kkr & Co. Inc. -83,500 +3.13 pp
Reduce Hagerty Inc. -246,676 +11.25 pp
Exit Louisiana Pac Corp. -101,323 -1.38 pp
Reduce Cellebrite Di Ltd -64,686 +9.70 pp
Add Burford Capital Limited +275,000 +3.85 pp
Reduce Kingsway Finl Svcs Inc. -32,753 +9.02 pp
Add Nextnav Inc. +287,333 +3.68 pp
Exit Pinterest Inc. -110,000 -0.48 pp
New Zoom Communications Inc. +25,000 +1.38 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000142050626001077 Q1 2026 17 145,360,996 13F-HR 5/15/2026 Greenhaven Road Investment Management, L.P.
000142050626000339 Q4 2025 16 593,983,603 13F-HR 2/13/2026 Greenhaven Road Investment Management, L.P.
000142050625003515 Q3 2025 17 677,649,646 RESTATEMENT 12/1/2025 Greenhaven Road Investment Management, L.P.
000142050625003102 Q3 2025 17 644,775,326 13F-HR 11/12/2025 Greenhaven Road Investment Management, L.P.
000142050625001976 Q2 2025 19 291,944,383 13F-HR 8/13/2025 Greenhaven Road Investment Management, L.P.
000142050625000872 Q1 2025 18 245,346,300 13F-HR 5/5/2025 Greenhaven Road Investment Management, L.P.
000142050625000362 Q4 2024 19 625,179,108 13F-HR 2/13/2025 Greenhaven Road Investment Management, L.P.
000174112924000006 Q3 2024 15 235,053,651 13F-HR 11/13/2024 Greenhaven Road Investment Management, L.P.
000174112924000005 Q2 2024 18 215,750,485 13F-HR 8/14/2024 Greenhaven Road Investment Management, L.P.
000174112924000004 Q1 2024 19 236,075,659 13F-HR 5/15/2024 Greenhaven Road Investment Management, L.P.
000174112924000003 Q4 2023 21 237,958,420 RESTATEMENT 4/2/2024 Greenhaven Road Investment Management, L.P.
000174112924000002 Q4 2023 21 2,268,853 13F-HR 2/14/2024 Greenhaven Road Investment Management, L.P.
000174112923000010 Q3 2023 27 1,993,216 NEW HOLDINGS 11/21/2023 Greenhaven Road Investment Management, L.P.
000174112923000009 Q3 2023 26 1,985,399 13F-HR 11/14/2023 Greenhaven Road Investment Management, L.P.
000174112923000008 Q2 2023 34 1,973,938 13F-HR 8/14/2023 Greenhaven Road Investment Management, L.P.
000174112923000005 Q1 2023 37 1,742,216 RESTATEMENT 5/23/2023 Greenhaven Road Investment Management, L.P.
000174112923000004 Q1 2023 37 1,742,216 13F-HR 5/15/2023 Greenhaven Road Investment Management, L.P.
000174112923000003 Q4 2022 33 154,972 13F-HR 2/14/2023 Greenhaven Road Investment Management, L.P.
000174112922000010 Q3 2022 42 166,386 13F-HR 11/15/2022 Greenhaven Road Investment Management, L.P.
000174112922000007 Q2 2022 50 194,659 RESTATEMENT 8/17/2022 Greenhaven Road Investment Management, L.P.
000174112922000006 Q2 2022 45 182,014 13F-HR 8/15/2022 Greenhaven Road Investment Management, L.P.
000174112922000004 Q1 2022 56 306,250 13F-HR 5/16/2022 Greenhaven Road Investment Management, L.P.
000174112922000003 Q4 2021 47 443,921 13F-HR 2/15/2022 Greenhaven Road Investment Management, L.P.
000174112921000008 Q3 2021 48 506,155 13F-HR 11/12/2021 Greenhaven Road Investment Management, L.P.