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 | 22.78% | Add +0.2% | 1,354,569 | $26.06 | $35M | +3,227 | −$5M |
| KKR — | 19.82% | Reduce −5.5% | 661,700 | $46.42 | $31M | −38,300 | +$616K |
| CLBT - Cellebrite Di | 10.07% | Add +3.1% | 3,579,214 | $4.36 | $16M | +106,838 | +$2M |
| APG - API Group | 9.71% | Add +11.9% | 799,984 | $18.81 | $15M | +85,027 | +$6M |
| Elastic | 9.34% | Add +4.1% | 281,000 | $51.50 | $14M | +11,000 | −$5M |
| APPS - Digital Turbine | 7.38% | Reduce −34.8% | 750,186 | $15.24 | $11M | −399,814 | −$5M |
| HGTY - Hagerty · CL A | 5.41% | Add +13.3% | 996,885 | $8.41 | $8M | +116,807 | +$472K |
| Marketwise · CL A | 4.72% | Hold | 4,355,844 | $1.68 | $7M | — | — |
| NE - Barnes & Noble Ed | 2.89% | Add +8.5% | 2,560,813 | $1.75 | $4M | +200,000 | −$1M |
| CLAR - Clarus | 1.40% | New | 275,984 | $7.84 | $2M | +275,984 | +$2M |
| AEYE - Audioeye | 0.89% | Reduce −3.4% | 358,543 | $3.83 | $1M | −12,764 | −$673K |
| Nerdy · CL A | 0.51% | Hold | 352,903 | $2.25 | $794K | — | — |
| Perimeter Solutions SA | 0.44% | Hold | 75,000 | $9.15 | $686K | — | — |
| Nextdoor · CL A | 0.33% | Hold | 250,000 | $2.06 | $515K | — | — |
| Lightning Emotors | 0.10% | Hold | 412,577 | $0.3660 | $151K | — | — |
| DAIO - Data I O | 0.07% | Hold | 20,908 | $5.31 | $111K | — | — |
| PESI — | 0.04% | Hold | 10,254 | $6.14 | $63K | — | — |
| S&W Seed | 0.03% | Hold | 11,363 | $3.52 | $40K | — | — |
| QRHC - Quest Resource | 0.03% | Reduce −2.2% | 18,336 | $2.13 | $39K | −404 | −$119K |
| SIFY Technologies | 0.02% | Hold | 17,267 | $2.03 | $35K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Nam Tai Ppty | 0.30% | Exit | 0 | $4.22 | $502K | −118,984 | −$502K |
| Livevox · CL A | 0.27% | Exit | 0 | $2.95 | $443K | −150,000 | −$443K |
| Porch Group | 0.20% | Exit | 0 | $2.25 | $338K | −150,000 | −$338K |
| Uphealth | 0.18% | Exit | 0 | $0.5336 | $301K | −564,069 | −$301K |
| Senestech | — | Exit | 0 | $0.3813 | $4K | −10,490 | −$4K |
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