Greenhaven Road Investment Management, L.P. activity
Every position Scott Miller opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
4
Add
5
Reduce
6
Exit
4
19 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| ANAB | New | 0% to 7.5% | $12M | Q1→Q2 |
| CODI | New | 0% to 4.6% | $7M | Q1→Q2 |
| APP | New | 0% to 1.6% | $2.5M | Q1→Q2 |
| Pro-Dex | New | 0% to 0.14% | $210K | Q1→Q2 |
| Allot | Exit | 5.8% to 0% | $8.4M | Q1→Q2 |
| MRLN | Exit | 0.55% to 0% | $796K | Q1→Q2 |
| INFL | Exit | 0.36% to 0% | $529K | Q1→Q2 |
| PESI | Exit | 0.08% to 0% | $120K | Q1→Q2 |
| PAR | Add | 7.4% to 9.3% | +0.9% sh | Q1→Q2 |
| Burford Cap | Add | 6.7% to 8.1% | +42.2% sh | Q1→Q2 |
| NN | Add | 3.9% to 5.1% | +25.8% sh | Q1→Q2 |
| ZM | Add | 1.4% to 1.9% | +32.6% sh | Q1→Q2 |
| KKR | Add | 6.8% to 6.8% | +7.0% sh | Q1→Q2 |
| ASTS | Reduce | 12.8% to 6.2% | −52.4% sh | Q1→Q2 |
| HGTY | Reduce | 17.2% to 14.4% | −21.3% sh | Q1→Q2 |
| CLBT | Reduce | 14.6% to 11.9% | −17.9% sh | Q1→Q2 |
| LFCR | Reduce | 9.1% to 10.9% | −9.8% sh | Q1→Q2 |
| KWY | Reduce | 13.3% to 11.5% | −8.4% sh | Q1→Q2 |
| MTRX | Reduce | 0.11% to 0.12% | −7.3% sh | Q1→Q2 |