Featured 13F manager
Greenhaven Road Investment Management, L.P. Scott Miller
Greenwich, CT 25 processed 13Fs on this site · 2021 Q3–2026 Q2
- $154M
- 17 Positions
- 2026 Q2
- +6.2% QoQ
- Top 5 57.9%
Portfolio
top 5 57.9% · top 10 91.6%
- HGTY - Hagerty · CL A 14.4%
- CLBT - Cellebrite Di 11.9%
- KWY - Kingsway Finl Svcs 11.5%
- LFCR - Lifecore Biomedical 10.9%
- PAR - Par Technology 9.2%
- Burford Cap 8.1%
- ANAB - Anaptysbio 7.5%
- KKR — 6.8%
- ASTS - Ast Spacemobile · CL A 6.2%
- NN - Nextnav 5.1%
- CODI - Compass Diversified 4.6%
- ZM - Zoom Communications · CL A 1.9%
- Other 1.9%
AUM over time
Book
| APPS - Digital Turbine | 19.23% | Hold | 1,400,000 | $60.99 | $85M | — | — |
| KKR — | 14.26% | Hold | 850,000 | $74.50 | $63M | — | — |
| PAR - Par Technology | 13.92% | Add +7.3% | 1,171,217 | $52.77 | $62M | +80,057 | −$5M |
| Elastic | 10.26% | Reduce −7.5% | 369,981 | $123.09 | $46M | −30,019 | −$14M |
| Teladoc Health | 6.21% | New | 300,000 | $91.82 | $28M | +300,000 | +$28M |
| Rci Hospitality | 6.20% | Reduce −18.4% | 353,474 | $77.88 | $28M | −79,697 | −$2M |
| NYT - New York Times · CL A | 5.44% | Hold | 500,000 | $48.30 | $24M | — | — |
| IAC - Iac Interactivecorp | 4.42% | Add +20.0% | 150,000 | $130.71 | $20M | +25,000 | +$3M |
| Marketwise · CL A | 4.25% | Hold | 2,500,000 | $7.54 | $19M | — | — |
| NE - Barnes & Noble Ed | 3.20% | Add +13.3% | 2,085,768 | $6.81 | $14M | +244,685 | −$4M |
| CLBT - Cellebrite Di | 2.13% | New | 1,178,636 | $8.02 | $9M | +1,178,636 | +$9M |
| 1stdibs | 1.32% | New | 466,766 | $12.51 | $6M | +466,766 | +$6M |
| AEYE - Audioeye | 0.89% | Reduce −17.2% | 564,471 | $7.02 | $4M | −117,549 | −$4M |
| Livevox · CL A | 0.17% | New | 150,000 | $5.15 | $773K | +150,000 | +$773K |
| Blue Whale Acquisition | 0.05% | Reduce −74.1% | 258,716 | $0.8504 | $220K | −741,284 | −$10M |
| QRHC - Quest Resource | 0.04% | New | 24,220 | $6.94 | $168K | +24,220 | +$168K |
| DAIO - Data I O | 0.02% | Add +0.9% | 19,316 | $4.61 | $89K | +176 | −$36K |
| PESI — | 0.01% | New | 10,254 | $6.34 | $65K | +10,254 | +$65K |
| SIFY Technologies | 0.01% | Hold | 17,267 | $3.24 | $56K | — | — |
| S&W Seed | 0.01% | Add +3.8% | 11,228 | $2.76 | $31K | +408 | +$3K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SE - SEA | 6.34% | Exit | 0 | $318.73 | $32M | −100,683 | −$32M |
| ROKU - ROKU Inc · CL A | 5.57% | Exit | 0 | $313.36 | $28M | −90,000 | −$28M |
| Vimeo | 1.18% | Exit | 0 | $29.37 | $6M | −202,936 | −$6M |
| Lightning Emotors | 0.14% | Exit | 0 | $8.55 | $704K | −82,315 | −$704K |
| DGX - Quest Diagnostics | 0.03% | Exit | 0 | $6.10 | $173K | −28,339 | −$173K |
| Cynergistek | 0.01% | Exit | 0 | $1.81 | $59K | −32,636 | −$59K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 17 | $154M | +6.2% | 13F-HR | 8/14/2026 | 000142050626001699 |
| 2026 Q1 | 17 | $145M | −75.6% | 13F-HR | 5/15/2026 | 000142050626001077 |
| 2025 Q4 | 16 | $594M | −7.9% | 13F-HR | 2/13/2026 | 000142050626000339 |
| 2025 Q3 | 17 | $678M | — | RESTATEMENT | 12/1/2025 | 000142050625003515 |
| 2025 Q3 | 17 | $645M | +120.9% | 13F-HR | 11/12/2025 | 000142050625003102 |
| 2025 Q2 | 19 | $292M | +19.2% | 13F-HR | 8/13/2025 | 000142050625001976 |
| 2025 Q1 | 18 | $245M | −60.8% | 13F-HR | 5/5/2025 | 000142050625000872 |
| 2024 Q4 | 19 | $625M | +166.0% | 13F-HR | 2/13/2025 | 000142050625000362 |
| 2024 Q3 | 15 | $235M | +8.8% | 13F-HR | 11/13/2024 | 000174112924000006 |
| 2024 Q2 | 18 | $216M | −8.5% | 13F-HR | 8/14/2024 | 000174112924000005 |
| 2024 Q1 | 19 | $236M | −89.6% | 13F-HR | 5/15/2024 | 000174112924000004 |
| 2023 Q4 | 21 | $238M | — | RESTATEMENT | 4/2/2024 | 000174112924000003 |
| 2023 Q4 | 21 | $2.3B | +14.3% | 13F-HR | 2/14/2024 | 000174112924000002 |
| 2023 Q3 | 27 | $2B | — | new holds | 11/21/2023 | 000174112923000010 |
| 2023 Q3 | 26 | $2B | +0.6% | 13F-HR | 11/14/2023 | 000174112923000009 |
| 2023 Q2 | 34 | $2B | +13.3% | 13F-HR | 8/14/2023 | 000174112923000008 |
| 2023 Q1 | 37 | $1.7B | — | RESTATEMENT | 5/23/2023 | 000174112923000005 |
| 2023 Q1 | 37 | $1.7B | +1023.9% | 13F-HR | 5/15/2023 | 000174112923000004 |
| 2022 Q4 | 33 | $155M | −6.6% | 13F-HR | 2/14/2023 | 000174112923000003 |
| 2022 Q3 | 42 | $166M | −8.8% | 13F-HR | 11/15/2022 | 000174112922000010 |
| 2022 Q2 | 50 | $195M | — | RESTATEMENT | 8/17/2022 | 000174112922000007 |
| 2022 Q2 | 45 | $182M | −40.5% | 13F-HR | 8/15/2022 | 000174112922000006 |
| 2022 Q1 | 56 | $306M | −31.1% | 13F-HR | 5/16/2022 | 000174112922000004 |
| 2021 Q4 | 47 | $444M | −12.3% | 13F-HR | 2/15/2022 | 000174112922000003 |
| 2021 Q3 | 48 | $506M | — | 13F-HR | 11/12/2021 | 000174112921000008 |
About
Greenhaven Road Investment Management, L.P.
25 processed 13Fs on this site · 2021 Q3–2026 Q2