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 | 23.64% | Reduce −1.2% | 995,014 | $69.37 | $69M | −12,275 | +$7M |
| KKR — | 10.69% | Reduce −4.1% | 234,700 | $133.03 | $31M | −10,000 | +$3M |
| LFCR - Lifecore Biomedical | 10.28% | Add +2.2% | 3,694,832 | $8.12 | $30M | +78,686 | +$5M |
| CLBT - Cellebrite Di | 8.32% | Reduce −3.4% | 1,518,047 | $16.00 | $24M | −54,046 | −$6M |
| Burford Cap | 7.94% | Add +1.1% | 1,625,330 | $14.26 | $23M | +17,708 | +$2M |
| HGTY - Hagerty · CL A | 6.27% | Add +33.2% | 1,811,539 | $10.11 | $18M | +451,033 | +$6M |
| KWY - Kingsway Finl Svcs | 6.08% | Add +73.4% | 1,310,536 | $13.54 | $18M | +554,891 | +$12M |
| LPX - Louisiana Pac | 5.93% | Add +3.3% | 201,417 | $85.99 | $17M | +6,500 | −$609K |
| Sable Offshore | 4.86% | Add +7.5% | 645,889 | $21.98 | $14M | +45,000 | −$1M |
| ASTS - Ast Spacemobile · CL A | 4.29% | New | 268,000 | $46.73 | $13M | +268,000 | +$13M |
| BNED — | 3.97% | Reduce −8.0% | 984,162 | $11.77 | $12M | −85,000 | +$357K |
| ALTG - Alta Equipment Group | 2.95% | Reduce −24.2% | 1,360,501 | $6.32 | $9M | −433,888 | +$183K |
| Allot | 1.83% | Add +272.0% | 626,024 | $8.55 | $5M | +457,726 | +$4M |
| NN - Nextnav | 0.31% | Hold | 60,000 | $15.20 | $912K | — | — |
| Corcard | 0.07% | New | 7,434 | $28.97 | $215K | +7,434 | +$215K |
| MTRX - Matrix Svc | 0.06% | Hold | 13,969 | $13.51 | $189K | — | — |
| RSSS - Research Solutions | 0.04% | Add +1.9% | 38,477 | $2.87 | $110K | +734 | +$7K |
| QRHC - Quest Resource | 0.01% | Add +13.0% | 12,976 | $2.02 | $26K | +1,494 | −$1K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| APPS - Digital Turbine | 1.14% | Exit | 0 | $2.71 | $3M | −1,025,951 | −$3M |
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