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 | 28.56% | Reduce −16.9% | 1,308,498 | $47.09 | $62M | −265,810 | −$10M |
| KKR — | 15.64% | Reduce −9.8% | 320,700 | $105.24 | $34M | −35,000 | −$2M |
| CLBT - Cellebrite Di | 13.65% | Reduce −6.5% | 2,465,045 | $11.95 | $29M | −170,175 | +$259K |
| Burford Cap | 9.81% | Hold | 1,622,622 | $13.05 | $21M | — | — |
| ALTG - Alta Equipment Group | 6.20% | Add +88.0% | 1,663,453 | $8.04 | $13M | +778,846 | +$2M |
| HGTY - Hagerty · CL A | 5.68% | Hold | 1,179,302 | $10.40 | $12M | — | — |
| LFCR - Lifecore Biomedical | 5.27% | Add +3.4% | 2,216,124 | $5.13 | $11M | +72,106 | −$16K |
| LPX - Louisiana Pac | 4.22% | Add +5.7% | 110,617 | $82.33 | $9M | +6,000 | +$329K |
| Marketwise · CL A | 2.31% | Reduce −2.3% | 4,293,312 | $1.16 | $5M | −103,304 | −$3M |
| KWY - Kingsway Finl Svcs | 1.92% | Add +24.8% | 503,395 | $8.24 | $4M | +100,000 | +$784K |
| APPS - Digital Turbine | 1.73% | Reduce −11.9% | 2,251,804 | $1.66 | $4M | −304,658 | −$3M |
| MTRX - Matrix Svc | 0.07% | Add +1.5% | 15,983 | $9.93 | $159K | +233 | −$47K |
| RSSS - Research Solutions | 0.04% | Add +77.3% | 35,439 | $2.55 | $90K | +15,455 | +$27K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NE - Barnes & Noble Ed | 1.61% | Exit | 0 | $0.7243 | $4M | −5,256,342 | −$4M |
| MAMA - Mamas Creations | 0.03% | Exit | 0 | $5.00 | $75K | −15,011 | −$75K |
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