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
| HGTY - Hagerty · CL A | 5.92% | Reduce −1.8% | 2,616,654 | $13.44 | $35M | −48,130 | +$3M |
| PAR - Par Technology | 5.42% | Reduce −8.9% | 886,883 | $36.28 | $32M | −86,315 | −$6M |
| LFCR - Lifecore Biomedical | 5.07% | Reduce −0.3% | 3,682,573 | $8.18 | $30M | −12,259 | +$3M |
| CLBT - Cellebrite Di | 4.86% | Reduce −3.2% | 1,599,937 | $18.03 | $29M | −53,110 | −$2M |
| KWY - Kingsway Finl Svcs | 4.27% | Add +43.8% | 1,884,529 | $13.45 | $25M | +573,993 | +$6M |
| KKR — | 3.66% | Reduce −13.5% | 190,100 | $114.26 | $22M | −29,600 | −$7M |
| ASTS - Ast Spacemobile · CL A | 3.37% | Reduce −16.4% | 275,219 | $72.63 | $20M | −53,892 | +$4M |
| Burford Cap | 2.80% | Add +16.4% | 1,865,312 | $8.92 | $17M | +262,500 | −$3M |
| Allot | 1.42% | Add +12.8% | 856,991 | $9.83 | $8M | +97,348 | +$387K |
| LPX - Louisiana Pac | 1.38% | Reduce −45.6% | 101,323 | $80.76 | $8M | −85,094 | −$8M |
| PINS - Pinterest · CL A | 0.48% | New | 110,000 | $25.89 | $3M | +110,000 | +$3M |
| NN - Nextnav | 0.17% | Add +3.3% | 62,000 | $16.64 | $1M | +2,000 | +$174K |
| MTRX - Matrix Svc | 0.03% | Hold | 13,969 | $11.70 | $163K | — | — |
| RSSS - Research Solutions | 0.02% | Hold | 38,477 | $2.94 | $113K | — | — |
| QRHC - Quest Resource | 0.01% | Add +2.2% | 31,463 | $1.86 | $59K | +686 | +$10K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Sable Offshore | 0.78% | Exit | 0 | $17.46 | $5M | −289,345 | −$5M |
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