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 | 24.83% | Reduce −5.9% | 1,275,083 | $339.25 | $433M | −79,486 | +$397M |
| KKR — | 19.95% | Hold | 661,700 | $525.20 | $348M | — | — |
| CLBT - Cellebrite Di | 12.31% | Reduce −1.6% | 3,522,958 | $60.90 | $215M | −56,256 | +$199M |
| APG - API Group | 11.23% | Add +8.8% | 870,000 | $224.80 | $196M | +70,016 | +$181M |
| Burford Cap | 6.80% | New | 1,071,357 | $110.60 | $118M | +1,071,357 | +$118M |
| HGTY - Hagerty · CL A | 5.13% | Add +2.7% | 1,023,501 | $87.40 | $89M | +26,616 | +$81M |
| NE - Barnes & Noble Ed | 4.20% | Add +87.9% | 4,812,920 | $15.20 | $73M | +2,252,107 | +$69M |
| APPS - Digital Turbine | 3.58% | Reduce −32.7% | 505,158 | $123.60 | $62M | −245,028 | +$51M |
| LFCR - Lifecore Biomedical | 2.24% | New | 1,034,449 | $37.75 | $39M | +1,034,449 | +$39M |
| CLAR - Clarus | 1.63% | Add +8.7% | 300,000 | $94.50 | $28M | +24,016 | +$26M |
| KWY - Kingsway Finl Svcs | 1.42% | New | 281,289 | $88.10 | $25M | +281,289 | +$25M |
| AEYE - Audioeye | 1.04% | Reduce −29.1% | 254,371 | $71.00 | $18M | −104,172 | +$17M |
| Elastic | 0.83% | Hold | 281,000 | $51.50 | $14M | — | — |
| Marketwise · CL A | 0.42% | Reduce −90.5% | 412,577 | $17.74 | $7M | −3,943,267 | $— |
| Nam Tai Ppty | 0.14% | New | 118,984 | $21.00 | $2M | +118,984 | +$2M |
| Nerdy · CL A | 0.05% | Hold | 352,903 | $2.25 | $794K | — | — |
| Nextdoor · CL A | 0.03% | Hold | 250,000 | $2.06 | $515K | — | — |
| Lightning Emotors | 0.01% | Hold | 412,577 | $0.3005 | $124K | — | — |
| DAIO - Data I O | 0.01% | Hold | 20,908 | $5.31 | $111K | — | — |
| PESI — | 0.00% | Hold | 10,254 | $6.14 | $63K | — | — |
| S&W Seed | 0.00% | Hold | 11,363 | $3.52 | $40K | — | — |
| QRHC - Quest Resource | 0.00% | Hold | 18,336 | $2.13 | $39K | — | — |
| SIFY Technologies | 0.00% | Hold | 17,267 | $2.03 | $35K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Perimeter Solutions SA | 0.44% | Exit | 0 | $9.15 | $686K | −75,000 | −$686K |
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