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 | 25.18% | Add +14.7% | 1,007,289 | $61.34 | $62M | +129,031 | −$2M |
| CLBT - Cellebrite Di | 12.45% | Reduce −20.4% | 1,572,093 | $19.43 | $31M | −403,448 | −$13M |
| KKR — | 11.53% | Reduce −8.2% | 244,700 | $115.61 | $28M | −22,000 | −$11M |
| LFCR - Lifecore Biomedical | 10.38% | Hold | 3,616,146 | $7.04 | $25M | — | — |
| Burford Cap | 8.66% | Hold | 1,607,622 | $13.21 | $21M | — | — |
| LPX - Louisiana Pac | 7.31% | Add +28.6% | 194,917 | $91.98 | $18M | +43,300 | +$2M |
| Sable Offshore | 6.21% | Reduce −3.6% | 600,889 | $25.37 | $15M | −22,475 | +$970K |
| HGTY - Hagerty · CL A | 5.01% | Add +10.1% | 1,360,506 | $9.04 | $12M | +124,336 | +$370K |
| BNED — | 4.58% | Add +105.6% | 1,069,162 | $10.50 | $11M | +549,265 | +$6M |
| ALTG - Alta Equipment Group | 3.43% | Reduce −0.1% | 1,794,389 | $4.69 | $8M | −970 | −$3M |
| KWY - Kingsway Finl Svcs | 2.44% | Add +47.9% | 755,645 | $7.92 | $6M | +244,585 | +$2M |
| APPS - Digital Turbine | 1.14% | New | 1,025,951 | $2.72 | $3M | +1,025,951 | +$3M |
| Allot | 0.39% | Add +68.3% | 168,298 | $5.71 | $961K | +68,298 | +$366K |
| NN - Nextnav | 0.30% | New | 60,000 | $12.17 | $730K | +60,000 | +$730K |
| MTRX - Matrix Svc | 0.07% | Add +0.3% | 13,969 | $11.60 | $162K | +38 | −$5K |
| RSSS - Research Solutions | 0.04% | Reduce −6.2% | 37,743 | $2.74 | $103K | −2,508 | −$64K |
| QRHC - Quest Resource | 0.01% | Add +3.9% | 11,482 | $2.36 | $27K | +428 | −$45K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Marketwise · CL A | 0.06% | Exit | 0 | $0.5678 | $391K | −688,665 | −$391K |
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