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 | 26.60% | Reduce −8.3% | 1,200,374 | $52.08 | $63M | −108,124 | +$898K |
| KKR — | 15.48% | Reduce −13.1% | 278,700 | $130.58 | $36M | −42,000 | +$3M |
| CLBT - Cellebrite Di | 14.95% | Reduce −15.4% | 2,086,411 | $16.84 | $35M | −378,634 | +$6M |
| Burford Cap | 9.15% | Hold | 1,622,622 | $13.26 | $22M | — | — |
| HGTY - Hagerty · CL A | 6.53% | Add +27.9% | 1,508,448 | $10.17 | $15M | +329,146 | +$3M |
| LPX - Louisiana Pac | 6.45% | Add +27.6% | 141,117 | $107.46 | $15M | +30,500 | +$6M |
| ALTG - Alta Equipment Group | 5.14% | Add +7.9% | 1,794,066 | $6.74 | $12M | +130,613 | −$1M |
| Sable Offshore | 5.04% | New | 501,613 | $23.63 | $12M | +501,613 | +$12M |
| LFCR - Lifecore Biomedical | 4.67% | Add +0.6% | 2,228,784 | $4.93 | $11M | +12,660 | −$381K |
| APPS - Digital Turbine | 3.05% | Add +3.8% | 2,338,053 | $3.07 | $7M | +86,249 | +$3M |
| KWY - Kingsway Finl Svcs | 1.79% | Add +1.2% | 509,291 | $8.28 | $4M | +5,896 | +$69K |
| Marketwise · CL A | 1.00% | Reduce −17.9% | 3,522,682 | $0.6683 | $2M | −770,630 | −$3M |
| MTRX - Matrix Svc | 0.08% | Reduce −1.9% | 15,685 | $11.53 | $181K | −298 | +$22K |
| RSSS - Research Solutions | 0.04% | Add +2.5% | 36,326 | $2.73 | $99K | +887 | +$9K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Senestech | — | Exit | 0 | $0.6023 | $7K | −11,622 | −$7K |
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