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 | 20.03% | Hold | 1,400,000 | $43.81 | $61M | — | — |
| PAR - Par Technology | 18.13% | Add +17.5% | 1,376,375 | $40.34 | $56M | +205,158 | −$6M |
| KKR — | 16.23% | Hold | 850,000 | $58.47 | $50M | — | — |
| Teladoc Health | 10.95% | Add +55.0% | 465,000 | $72.13 | $34M | +165,000 | +$6M |
| Elastic | 10.17% | Reduce −5.4% | 350,000 | $88.95 | $31M | −19,981 | −$14M |
| CLBT - Cellebrite Di | 4.18% | Add +69.7% | 2,000,000 | $6.40 | $13M | +821,364 | +$3M |
| Marketwise · CL A | 3.85% | Hold | 2,500,000 | $4.72 | $12M | — | — |
| NE - Barnes & Noble Ed | 2.76% | Add +13.2% | 2,360,813 | $3.58 | $8M | +275,045 | −$6M |
| ASTL - Algoma Stl Group | 2.06% | New | 560,000 | $11.25 | $6M | +560,000 | +$6M |
| AEYE - Audioeye | 1.26% | Add +0.7% | 568,171 | $6.81 | $4M | +3,700 | −$94K |
| Nam Tai Ppty | 0.59% | New | 287,249 | $6.25 | $2M | +287,249 | +$2M |
| Rci Hospitality | 0.40% | Reduce −94.3% | 20,165 | $61.44 | $1M | −333,309 | −$26M |
| Moneylion · CL A | 0.38% | New | 466,667 | $2.51 | $1M | +466,667 | +$1M |
| Livevox · CL A | 0.15% | Hold | 150,000 | $3.02 | $453K | — | — |
| Blue Whale Acquisition | 0.06% | Add +38.8% | 359,056 | $0.5013 | $180K | +100,340 | −$40K |
| TALK - Talkspace | 0.05% | New | 89,086 | $1.74 | $155K | +89,086 | +$155K |
| QRHC - Quest Resource | 0.04% | Reduce −8.1% | 22,266 | $6.15 | $137K | −1,954 | −$31K |
| DAIO - Data I O | 0.03% | Add +3.7% | 20,022 | $4.25 | $85K | +706 | −$4K |
| PESI — | 0.02% | Hold | 10,254 | $5.56 | $57K | — | — |
| SIFY Technologies | 0.02% | Hold | 17,267 | $3.01 | $52K | — | — |
| Cynergistek | 0.02% | New | 37,643 | $1.33 | $50K | +37,643 | +$50K |
| S&W Seed | 0.01% | Add +1.2% | 11,363 | $2.11 | $24K | +135 | −$7K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NYT - New York Times · CL A | 5.44% | Exit | 0 | $48.30 | $24M | −500,000 | −$24M |
| IAC - Iac Interactivecorp | 4.42% | Exit | 0 | $130.71 | $20M | −150,000 | −$20M |
| 1stdibs | 1.32% | Exit | 0 | $12.51 | $6M | −466,766 | −$6M |
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