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 | 5.97% | Reduce −2.2% | 973,198 | $39.58 | $39M | −21,816 | −$31M |
| HGTY - Hagerty · CL A | 4.98% | Add +47.1% | 2,664,784 | $12.04 | $32M | +853,245 | +$14M |
| CLBT - Cellebrite Di | 4.75% | Add +8.9% | 1,653,047 | $18.53 | $31M | +135,000 | +$6M |
| KKR — | 4.43% | Reduce −6.4% | 219,700 | $129.95 | $29M | −15,000 | −$3M |
| LFCR - Lifecore Biomedical | 4.22% | Hold | 3,694,832 | $7.36 | $27M | — | — |
| Burford Cap | 2.97% | Reduce −1.4% | 1,602,812 | $11.96 | $19M | −22,518 | −$4M |
| KWY - Kingsway Finl Svcs | 2.97% | Hold | 1,310,536 | $14.62 | $19M | — | — |
| LPX - Louisiana Pac | 2.57% | Reduce −7.4% | 186,417 | $88.84 | $17M | −15,000 | −$759K |
| ASTS - Ast Spacemobile · CL A | 2.51% | Add +22.8% | 329,111 | $49.08 | $16M | +61,111 | +$4M |
| Allot | 1.25% | Add +21.3% | 759,643 | $10.58 | $8M | +133,619 | +$3M |
| Sable Offshore | 0.78% | Reduce −55.2% | 289,345 | $17.46 | $5M | −356,544 | −$9M |
| NN - Nextnav | 0.13% | Hold | 60,000 | $14.30 | $858K | — | — |
| MTRX - Matrix Svc | 0.03% | Hold | 13,969 | $13.08 | $183K | — | — |
| RSSS - Research Solutions | 0.02% | Hold | 38,477 | $3.73 | $144K | — | — |
| QRHC - Quest Resource | 0.01% | Add +137.2% | 30,777 | $1.57 | $48K | +17,801 | +$22K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| BNED — | 3.97% | Exit | 0 | $11.77 | $12M | −984,162 | −$12M |
| ALTG - Alta Equipment Group | 2.95% | Exit | 0 | $6.32 | $9M | −1,360,501 | −$9M |
| Corcard | 0.07% | Exit | 0 | $28.92 | $215K | −7,434 | −$215K |
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