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 | 17.17% | Reduce −9.4% | 2,369,978 | $10.53 | $25M | −246,676 | −$10M |
| CLBT - Cellebrite Di | 14.55% | Reduce −4.0% | 1,535,251 | $13.78 | $21M | −64,686 | −$8M |
| KWY - Kingsway Finl Svcs | 13.29% | Reduce −1.7% | 1,851,776 | $10.43 | $19M | −32,753 | −$6M |
| ASTS - Ast Spacemobile · CL A | 12.84% | Reduce −18.2% | 225,219 | $82.87 | $19M | −50,000 | −$1M |
| LFCR - Lifecore Biomedical | 9.05% | Reduce −3.9% | 3,537,573 | $3.72 | $13M | −145,000 | −$17M |
| PAR - Par Technology | 7.43% | Reduce −8.6% | 810,444 | $13.33 | $11M | −76,439 | −$21M |
| KKR — | 6.78% | Reduce −43.9% | 106,600 | $92.50 | $10M | −83,500 | −$12M |
| Burford Capital | 6.66% | Add +14.7% | 2,140,312 | $4.52 | $10M | +275,000 | −$7M |
| Allot | 5.80% | Add +47.8% | 1,266,991 | $6.66 | $8M | +410,000 | +$14K |
| NN - Nextnav | 3.85% | Add +463.4% | 349,333 | $16.02 | $6M | +287,333 | +$5M |
| ZM - Zoom Communications · CL A | 1.38% | New | 25,000 | $80.39 | $2M | +25,000 | +$2M |
| MRLN - Merlin | 0.55% | New | 108,233 | $7.35 | $796K | +108,233 | +$796K |
| INFL - Listed Fds Tr | 0.36% | New | 16,024 | $33.00 | $529K | +16,024 | +$529K |
| MTRX - Matrix Svc | 0.11% | Hold | 13,969 | $11.48 | $160K | — | — |
| PESI — | 0.08% | New | 11,303 | $10.66 | $120K | +11,303 | +$120K |
| RSSS - Research Solutions | 0.06% | Hold | 38,477 | $2.26 | $87K | — | — |
| QRHC - Quest Resource | 0.03% | Hold | 31,463 | $1.19 | $37K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| LPX - Louisiana Pac | 1.38% | Exit | 0 | $80.76 | $8M | −101,323 | −$8M |
| PINS - Pinterest · CL A | 0.48% | Exit | 0 | $25.89 | $3M | −110,000 | −$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