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 | 23.45% | Reduce −3.4% | 1,208,035 | $385.40 | $466M | −43,160 | +$64M |
| KKR — | 17.18% | Reduce −14.2% | 553,700 | $616.00 | $341M | −92,000 | −$21M |
| CLBT - Cellebrite Di | 12.22% | Reduce −10.1% | 3,172,607 | $76.50 | $243M | −356,569 | −$11M |
| Burford Cap | 11.16% | Add +19.9% | 1,582,622 | $140.00 | $222M | +262,235 | +$61M |
| APG - API Group | 9.73% | Reduce −3.6% | 745,345 | $259.30 | $193M | −28,000 | −$18M |
| LFCR - Lifecore Biomedical | 8.34% | Add +15.3% | 2,193,333 | $75.45 | $165M | +290,694 | −$18M |
| HGTY - Hagerty · CL A | 4.20% | Hold | 1,021,701 | $81.70 | $83M | — | — |
| SPHR - Sphere Entertainment · CL A | 3.56% | Reduce −13.6% | 190,211 | $371.60 | $71M | −30,000 | +$10M |
| NE - Barnes & Noble Ed | 2.84% | Add +0.2% | 5,166,339 | $10.90 | $56M | +12,379 | −$9M |
| APPS - Digital Turbine | 1.71% | Reduce −5.5% | 562,433 | $60.50 | $34M | −32,725 | −$21M |
| KWY - Kingsway Finl Svcs | 1.22% | Hold | 319,754 | $75.50 | $24M | — | — |
| Marketwise · CL A | 0.37% | Hold | 4,550,354 | $1.60 | $7M | — | — |
| AEYE - Audioeye | 0.03% | Reduce −94.8% | 11,577 | $49.49 | $573K | −209,809 | −$10M |
| Uphealth | 0.03% | Hold | 564,069 | $0.9804 | $553K | — | — |
| MTRX - Matrix Svc | 0.01% | Add +4.7% | 17,687 | $11.82 | $209K | +787 | +$118K |
| PESI — | 0.01% | Hold | 10,799 | $10.46 | $113K | — | — |
| MAMA - Mamamancini S | 0.00% | Hold | 20,201 | $4.36 | $88K | — | — |
| DAIO - Data I O | 0.00% | Reduce −17.2% | 17,315 | $3.81 | $66K | −3,593 | −$45K |
| RSSS - Research Solutions | 0.00% | Add +5.5% | 25,701 | $2.49 | $64K | +1,334 | +$13K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Lightning Emotors | 0.01% | Exit | 0 | $0.2545 | $105K | −412,577 | −$105K |
| S&W Seed | — | Exit | 0 | $3.52 | $40K | −11,363 | −$40K |
| QRHC - Quest Resource | — | Exit | 0 | $2.13 | $39K | −18,336 | −$39K |
| SIFY Technologies | — | Exit | 0 | $2.03 | $35K | −17,267 | −$35K |
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