Scott Miller's portfolio
Greenhaven Road Capital · SEC CIK 1741129
Small cap value, owner operators.
This filing is 94 days old. Greenhaven Road Capital keeps roughly 86% of its positions in a typical quarter, so about 86% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 17 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| HAGERTY INC | HGTY | $22.24M | 14.4% | |
| CELLEBRITE DI LTD | $18.40M | 11.9% | n/a | |
| KINGSWAY FINL SVCS INC | KWY | $17.67M | 11.5% | |
| LIFECORE BIOMEDICAL INC | LFCR | $16.75M | 10.9% | |
| PAR TECHNOLOGY CORP | PAR | $14.25M | 9.3% | |
| BURFORD CAP LTD | $12.48M | 8.1% | n/a | |
| ANAPTYSBIO | ANAB | $11.55M | 7.5% | |
| KKR & CO INC | KKR | $10.47M | 6.8% | |
| AST SPACEMOBILE CL A | ASTS | $9.53M | 6.2% | |
| NEXTNAV INC | NN | $7.84M | 5.1% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest new position was ANAB, now $11.55M; the largest trim was HGTY (shares down 21%); ALLOT LTD, MRLN, INFL no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Common questions
What are Scott Miller's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Greenhaven Road Capital are HGTY (14.4% of the book), CELLEBRITE DI LTD (11.9% of the book), KWY (11.5% of the book).
How big is Greenhaven Road Capital's portfolio?
The latest 13F reports $154.03M across 17 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Scott Miller still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Greenhaven Road Capital's own filing history, the fund keeps roughly 86% of positions in a typical quarter, so at 94 days since the period end roughly 86% of this book is likely intact. The snapshot half-life for this fund is about 432 days.
What did Scott Miller buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest new position was ANAB, now $11.55M; the largest trim was HGTY (shares down 21%); ALLOT LTD, MRLN, INFL no longer appear among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Greenhaven Road Capital, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.