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 | 20.37% | Reduce −1.9% | 1,251,195 | $321.31 | $402M | −23,888 | −$31M |
| KKR — | 18.32% | Reduce −2.4% | 645,700 | $560.00 | $362M | −16,000 | +$14M |
| CLBT - Cellebrite Di | 12.87% | Add +0.2% | 3,529,176 | $72.00 | $254M | +6,218 | +$40M |
| APG - API Group | 10.68% | Reduce −11.1% | 773,345 | $272.60 | $211M | −96,655 | +$15M |
| LFCR - Lifecore Biomedical | 9.32% | Add +83.9% | 1,902,639 | $96.70 | $184M | +868,190 | +$145M |
| Burford Cap | 8.15% | Add +23.2% | 1,320,387 | $121.80 | $161M | +249,030 | +$42M |
| HGTY - Hagerty · CL A | 4.84% | Reduce −0.2% | 1,021,701 | $93.60 | $96M | −1,800 | +$6M |
| NE - Barnes & Noble Ed | 3.29% | Add +7.1% | 5,153,960 | $12.60 | $65M | +341,040 | −$8M |
| SPHR - Sphere Entertainment · CL A | 3.06% | New | 220,211 | $273.90 | $60M | +220,211 | +$60M |
| APPS - Digital Turbine | 2.80% | Add +17.8% | 595,158 | $92.80 | $55M | +90,000 | −$7M |
| KWY - Kingsway Finl Svcs | 1.32% | Add +13.7% | 319,754 | $81.50 | $26M | +38,465 | +$1M |
| AEYE - Audioeye | 0.55% | Reduce −13.0% | 221,386 | $48.90 | $11M | −32,985 | −$7M |
| Marketwise · CL A | 0.46% | Add +1002.9% | 4,550,354 | $2.00 | $9M | +4,137,777 | +$2M |
| DAIO - Data I O | 0.01% | Hold | 20,908 | $5.31 | $111K | — | — |
| Uphealth | 0.01% | Hold | 564,069 | $0.1879 | $106K | — | — |
| Lightning Emotors | 0.01% | Hold | 412,577 | $0.2545 | $105K | — | — |
| PESI — | 0.00% | Add +5.3% | 10,799 | $6.30 | $68K | +545 | +$5K |
| 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 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| CLAR - Clarus | 1.63% | Exit | 0 | $94.50 | $28M | −300,000 | −$28M |
| Elastic | 0.83% | Exit | 0 | $51.50 | $14M | −281,000 | −$14M |
| Nam Tai Ppty | 0.14% | Exit | 0 | $21.00 | $2M | −118,984 | −$2M |
| Nerdy · CL A | 0.05% | Exit | 0 | $2.25 | $794K | −352,903 | −$794K |
| Nextdoor · CL A | 0.03% | Exit | 0 | $2.06 | $515K | −250,000 | −$515K |
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