Manager activity

Greenhaven Road Investment Management, L.P.

Scott Miller

2026 Q2 vs 2026 Q1 · filed 14 Aug · all filings · sitewide activity

New 4

Add 5

Reduce 6

Exit 4

19 shown

ticker	action	Δ port	detail	period
ANAB	New	+7.50 pp	opened 7.5%	Q1→Q2
CODI	New	+4.55 pp	opened 4.6%	Q1→Q2
APP	New	+1.61 pp	opened 1.6%	Q1→Q2
Pro-Dex	New	+0.14 pp	opened 0.14%	Q1→Q2
Allot	Exit	−5.80 pp	was 5.8%	Q1→Q2
MRLN	Exit	−0.55 pp	was 0.55%	Q1→Q2
INFL	Exit	−0.36 pp	was 0.36%	Q1→Q2
PESI	Exit	−0.08 pp	was 0.08%	Q1→Q2
PAR	Add	+1.82 pp	+0.9% sh	Q1→Q2
Burford Cap	Add	+1.44 pp	+42.2% sh	Q1→Q2
NN	Add	+1.24 pp	+25.8% sh	Q1→Q2
ZM	Add	+0.47 pp	+32.6% sh	Q1→Q2
KKR	Add	+0.01 pp	+7.0% sh	Q1→Q2
ASTS	Reduce	−6.65 pp	−52.4% sh	Q1→Q2
HGTY	Reduce	−2.73 pp	−21.3% sh	Q1→Q2
CLBT	Reduce	−2.61 pp	−17.9% sh	Q1→Q2
LFCR	Reduce	+1.82 pp	−9.8% sh	Q1→Q2
KWY	Reduce	−1.81 pp	−8.4% sh	Q1→Q2
MTRX	Reduce	0.00 pp	−7.3% sh	Q1→Q2