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 | 10.21% | Reduce −26.8% | 878,258 | $72.67 | $64M | −322,116 | +$1M |
| CLBT - Cellebrite Di | 6.96% | Reduce −5.3% | 1,975,541 | $22.03 | $44M | −110,870 | +$8M |
| KKR — | 6.31% | Reduce −4.3% | 266,700 | $147.91 | $39M | −12,000 | +$3M |
| LFCR - Lifecore Biomedical | 4.30% | Add +62.2% | 3,616,146 | $7.43 | $27M | +1,387,362 | +$16M |
| Burford Cap | 3.28% | Reduce −0.9% | 1,607,622 | $12.75 | $20M | −15,000 | −$1M |
| LPX - Louisiana Pac | 2.51% | Add +7.4% | 151,617 | $103.55 | $16M | +10,500 | +$536K |
| Sable Offshore | 2.28% | Add +24.3% | 623,364 | $22.90 | $14M | +121,751 | +$2M |
| HGTY - Hagerty · CL A | 1.91% | Reduce −18.1% | 1,236,170 | $9.65 | $12M | −272,278 | −$3M |
| ALTG - Alta Equipment Group | 1.88% | Add +0.1% | 1,795,359 | $6.54 | $12M | +1,293 | −$350K |
| BNED — | 0.83% | New | 519,897 | $10.04 | $5M | +519,897 | +$5M |
| KWY - Kingsway Finl Svcs | 0.68% | Add +0.3% | 511,060 | $8.37 | $4M | +1,769 | +$61K |
| Allot | 0.10% | New | 100,000 | $5.95 | $595K | +100,000 | +$595K |
| Marketwise · CL A | 0.06% | Reduce −80.5% | 688,665 | $0.5675 | $391K | −2,834,017 | −$2M |
| RSSS - Research Solutions | 0.03% | Add +10.8% | 40,251 | $4.15 | $167K | +3,925 | +$68K |
| MTRX - Matrix Svc | 0.03% | Reduce −11.2% | 13,931 | $11.97 | $167K | −1,754 | −$14K |
| QRHC - Quest Resource | 0.01% | New | 11,054 | $6.50 | $72K | +11,054 | +$72K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APPS - Digital Turbine | 3.05% | Exit | 0 | $3.07 | $7M | −2,338,053 | −$7M |
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