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
| PAR - Par Technology | 23.98% | Hold | 1,351,342 | $29.53 | $40M | — | — |
| KKR — | 18.09% | Reduce −17.6% | 700,000 | $43.00 | $30M | −150,000 | −$9M |
| Elastic | 11.64% | Add +14.5% | 270,000 | $71.74 | $19M | +34,113 | +$3M |
| APPS - Digital Turbine | 9.96% | Reduce −17.9% | 1,150,000 | $14.41 | $17M | −250,000 | −$8M |
| CLBT - Cellebrite Di | 8.18% | Add +13.1% | 3,472,376 | $3.92 | $14M | +402,507 | −$2M |
| Marketwise · CL A | 5.97% | New | 4,355,844 | $2.28 | $10M | +4,355,844 | +$10M |
| APG - API Group | 5.70% | Add +489.8% | 714,957 | $13.27 | $9M | +593,739 | +$8M |
| HGTY - Hagerty · CL A | 4.76% | Add +36.1% | 880,078 | $8.99 | $8M | +233,388 | +$482K |
| NE - Barnes & Noble Ed | 3.41% | Hold | 2,360,813 | $2.40 | $6M | — | — |
| AEYE - Audioeye | 1.23% | Reduce −10.5% | 371,307 | $5.51 | $2M | −43,383 | −$446K |
| Nerdy · CL A | 0.45% | New | 352,903 | $2.11 | $745K | +352,903 | +$745K |
| Nextdoor · CL A | 0.42% | Reduce −61.5% | 250,000 | $2.79 | $698K | −400,000 | −$1M |
| Lightning Emotors | 0.38% | New | 412,577 | $1.55 | $639K | +412,577 | +$639K |
| Perimeter Solutions SA | 0.36% | New | 75,000 | $8.01 | $601K | +75,000 | +$601K |
| Nam Tai Ppty | 0.30% | Hold | 118,984 | $4.22 | $502K | — | — |
| Livevox · CL A | 0.27% | Hold | 150,000 | $2.95 | $443K | — | — |
| Porch Group | 0.20% | New | 150,000 | $2.25 | $338K | +150,000 | +$338K |
| Uphealth | 0.18% | New | 564,069 | $0.5336 | $301K | +564,069 | +$301K |
| QRHC - Quest Resource | 0.09% | Reduce −15.8% | 18,740 | $8.43 | $158K | −3,526 | +$67K |
| DAIO - Data I O | 0.03% | Add +4.4% | 20,908 | $2.77 | $58K | +886 | −$3K |
| PESI — | 0.03% | Hold | 10,254 | $4.49 | $46K | — | — |
| SIFY Technologies | 0.02% | Hold | 17,267 | $1.74 | $30K | — | — |
| S&W Seed | 0.00% | Hold | 11,363 | $0.7040 | $8K | — | — |
| Senestech | 0.00% | Hold | 10,490 | $0.3813 | $4K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BBAI - Bigbear Ai | 0.04% | Exit | 0 | $3.68 | $70K | −19,000 | −$70K |
| TRUP - Trupanion | 0.02% | Exit | 0 | $60.04 | $32K | −533 | −$32K |
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