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
Latest book
| HGTY - Hagerty · CL A | 14.44% | Reduce −21.3% | 1,865,430 | $11.92 | $22M | −504,548 | −$3M |
| CLBT - Cellebrite Di | 11.94% | Reduce −17.9% | 1,260,039 | $14.60 | $18M | −275,212 | −$3M |
| KWY - Kingsway Finl Svcs | 11.47% | Reduce −8.4% | 1,696,149 | $10.42 | $18M | −155,627 | −$2M |
| LFCR - Lifecore Biomedical | 10.88% | Reduce −9.8% | 3,190,769 | $5.25 | $17M | −346,804 | +$4M |
| PAR - Par Technology | 9.25% | Add +0.9% | 817,888 | $17.42 | $14M | +7,444 | +$3M |
| Burford Cap | 8.10% | Add +42.2% | 3,042,947 | $4.10 | $12M | +902,635 | +$3M |
| ANAB - Anaptysbio | 7.50% | New | 171,059 | $67.50 | $12M | +171,059 | +$12M |
| KKR — | 6.80% | Add +7.0% | 114,051 | $91.78 | $10M | +7,451 | +$607K |
| ASTS - Ast Spacemobile · CL A | 6.19% | Reduce −52.4% | 107,294 | $88.86 | $10M | −117,925 | −$9M |
| NN - Nextnav | 5.09% | Add +25.8% | 439,463 | $17.83 | $8M | +90,130 | +$2M |
| CODI - Compass Diversified | 4.55% | New | 657,596 | $10.66 | $7M | +657,596 | +$7M |
| ZM - Zoom Communications · CL A | 1.86% | Add +32.6% | 33,141 | $86.31 | $3M | +8,141 | +$851K |
| APP - Applovin · CL A | 1.61% | New | 4,810 | $515.23 | $2M | +4,810 | +$2M |
| Pro-Dex | 0.14% | New | 3,585 | $58.55 | $210K | +3,585 | +$210K |
| MTRX - Matrix Svc | 0.12% | Reduce −7.3% | 12,947 | $13.70 | $177K | −1,022 | +$17K |
| RSSS - Research Solutions | 0.06% | Hold | 38,477 | $2.32 | $89K | — | — |
| QRHC - Quest Resource | 0.03% | Hold | 31,463 | $1.26 | $40K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Allot | 5.80% | Exit | 0 | $6.66 | $8M | −1,266,991 | −$8M |
| MRLN - Merlin | 0.55% | Exit | 0 | $7.35 | $796K | −108,233 | −$796K |
| INFL - Listed Fds Tr | 0.36% | Exit | 0 | $33.01 | $529K | −16,024 | −$529K |
| PESI — | 0.08% | Exit | 0 | $10.62 | $120K | −11,303 | −$120K |
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