Scott Miller
Greenhaven Road Capital · SEC CIK 1741129
Small cap value, owner operators.
Q1 2026
Latest 13F
$145.36M
Filed US book
17
Positions
Largest holdings, as filed
Top 15 of 17 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| HAGERTY INC | HGTY | $24.96M | 17.2% |
| CELLEBRITE DI LTD | $21.16M | 14.6% | |
| KINGSWAY FINL SVCS INC | KWY | $19.31M | 13.3% |
| AST SPACEMOBILE INC | ASTS | $18.66M | 12.8% |
| LIFECORE BIOMEDICAL INC | LFCR | $13.16M | 9.1% |
| PAR TECHNOLOGY CORP | PAR | $10.80M | 7.4% |
| KKR & CO INC | KKR | $9.86M | 6.8% |
| BURFORD CAPITAL LIMITED | $9.67M | 6.7% | |
| ALLOT LTD | $8.44M | 5.8% | |
| NEXTNAV INC | NN | $5.60M | 3.9% |
| ZOOM COMMUNICATIONS INC | ZM | $2.01M | 1.4% |
| MERLIN INC | MRLN | $795.5K | 0.6% |
| LISTED FDS TR | INFL | $528.8K | 0.4% |
| MATRIX SVC CO | MTRX | $160.4K | 0.1% |
| PERMA-FIX ENVIRONMENTAL SVCS | PESI | $120.5K | 0.1% |
Inside the app: the full book for Greenhaven Road Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.