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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Scott Miller – Greenhaven Road Investment Management, L.P.

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
17
Portfolio value:
$145,361,000
Filed:
May 15, 2026
Style:
Concentrated Small-Cap Value
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 264 new3 added4 reduced3 exited
≡ALLT – ALLOT LTDAdd 48.00%410,0004.39
≡BURFORD CAPITAL LIMITEDAdd 15.00%275,0003.85
≡NN – NEXTNAV INCAdd 463.00%287,3333.68
≡ZM – ZOOM COMMUNICATIONS INCBuy25,0001.38
≡MERLIN INCBuy108,2330.55
≡LISTED FDS TRBuy16,0240.36
≡PESI – PERMA-FIX ENVIRONMENTAL SVCSBuy11,3030.08
Q4 2025filed Feb 13, 261 new3 added4 reduced2 exited
≡KWY – KINGSWAY FINL SVCS INCAdd 44.00%573,9931.44
≡PINS – PINTEREST INCBuy110,0000.48
≡ALLT – ALLOT LTDAdd 13.00%97,3480.23
≡BURFORD CAP LTDAdd 16.00%262,500−0.03
Q3 2025filed Dec 1, 252 new5 added3 reduced4 exited
≡TLTPUT – ISHARES TRBuy4,166,50054.56
≡IWMPUT – ISHARES TRBuy271,0009.68
≡CLBT – CELLEBRITE DI LTDAdd 9.00%135,000−3.80
≡
Q2 2025filed Aug 13, 252 new6 added2 reduced1 exited
≡ASTS – AST SPACEMOBILE CL ABuy268,0004.29
≡KWY – KINGSWAY FINL SVCS INCAdd 73.00%554,8913.64
≡SABLE OFFSHORE CORPAdd 281.00%239,8001.57
≡ALLT – ALLOT LTDAdd 272.00%457,7261.44
Q1 2025filed May 5, 253 new6 added3 reduced4 exited
≡PAR – PAR TECHNOLOGY CORPAdd 15.00%129,03114.97
≡LPX – LOUISIANA PAC CORPAdd 29.00%43,3004.80
≡BNED – BARNES & NOBLE ED INCAdd 106.00%549,2653.74
≡HGTY – HAGERTY INCAdd 10.00%124,336
Q4 2024filed Feb 13, 256 new4 added4 reduced2 exited
≡DIAPUT – SPDR S&P 500 ETF TRBuy600,00056.25
≡LPX – LOUISIANA PAC CORPAdd 7.00%10,500−3.94
≡SOC – SABLE OFFSHORE CORPAdd 24.00%121,751−2.76
≡PAR TECHNOLOGY CORPBuy
Q3 2024filed Nov 13, 241 new3 added4 reduced4 exited
≡SOC – SABLE OFFSHORE CORPBuy501,6135.04
≡LPX – LOUISIANA PAC CORPAdd 28.00%30,5002.23
≡ALTG – ALTA EQUIPMENT GROUP INCAdd 8.00%130,613−1.05
≡HGTY – HAGERTY INCAdd 28.00%329,146
Q2 2024filed Aug 14, 241 new5 added5 reduced2 exited
≡ALTG – ALTA EQUIPMENT GROUP INCAdd 88.00%778,8461.35
≡LPX – LOUISIANA PAC CORPAdd 6.00%6,0000.50
≡KWY – KINGSWAY FINL SVCS INCAdd 25.00%100,0000.50
≡HAGERTY INCAdd 6.00%98,4400.29
Q1 2024filed May 15, 242 new4 added6 reduced4 exited
≡PAR – PAR TECHNOLOGY CORPAdd 35.00%409,0388.93
≡ALTG – ALTA EQUIPMENT GROUP INCBuy884,6074.85
≡LPX – LOUISIANA PAC CORPBuy104,6173.72
≡APPS – DIGITAL TURBINE INCAdd 32.00%
Q4 2023filed Apr 2, 241 new7 added5 reduced7 exited
≡APPS – DIGITAL TURBINE INCAdd 245.00%1,377,5873.88
≡LFCR – LIFECORE BIOMEDICAL INCAdd 8.00%173,623−2.16
≡CLAR – CLARUS CORP NEWAdd 349.00%360,5830.94
≡HAGERTY INCAdd 8.00%104,600−0.50
Q3 2023filed Nov 21, 232 new2 added6 reduced9 exited
≡BURFORD CAP LTDAdd 20.00%262,2353.03
≡LFCR – LIFECORE BIOMEDICAL INCAdd 15.00%290,694−1.01
≡CLAR – CLARUS CORP NEWBuy103,4020.40
≡INVESCO QQQ TRBuy6,3750.11
Q2 2023filed Aug 14, 234 new5 added3 reduced7 exited
≡LFCR – LIFECORE BIOMEDICAL INCAdd 84.00%868,1907.09
≡SPHR – SPHERE ENTERTAINMENT COBuy220,2113.04
≡BURFORD CAP LTDAdd 23.00%249,0301.38
≡BNEDUSD – BARNES & NOBLE ED INCAdd 7.00%341,040
ASTS – AST SPACEMOBILE INC
Add 23.00%
61,111
−1.91
≡HGTY – HAGERTY INCAdd 47.00%853,245−1.54
≡ALLT – ALLOT LTDAdd 21.00%133,619−0.65
≡QRHC – QUEST RESOURCE HLDG CORPAdd 137.00%17,801−0.00
≡SOC – SABLE OFFSHORE CORPAdd 7.00%45,000−1.35
≡HGTY – HAGERTY INCAdd 33.00%451,0331.26
≡CORCARD CORPORATIONBuy7,4340.07
≡QRHC – QUEST RESOURCE HLDG CORPAdd 13.00%1,494−0.00
3.10
≡KWY – KINGSWAY FINL SVCS INCAdd 48.00%244,5851.76
≡APPS – DIGITAL TURBINE INCBuy1,025,9511.14
≡SABLE OFFSHORE CORPBuy85,2000.88
≡NN – NEXTNAV INCBuy60,0000.30
≡ALLT – ALLOT LTDAdd 68.00%68,2980.30
200,000
2.32
≡BNED – BARNES & NOBLE ED INCBuy519,8970.83
≡LFCR – LIFECORE BIOMEDICAL INCAdd 62.00%1,387,362−0.38
≡ALLT – ALLOT LTDBuy100,0000.10
≡DIGITAL TURBINE INCBuy180,9000.05
≡RSSS – RESEARCH SOLUTIONS INCAdd 11.00%3,925−0.02
≡QRHC – QUEST RESOURCE HLDG CORPBuy11,0540.01
0.84
≡RSSS – RESEARCH SOLUTIONS INC.Add 77.00%15,4550.02
≡SNESEUR – SENESTECH INCBuy11,6220.00
616,442
−2.76
≡HGTY – HAGERTY INCAdd 13.00%136,0621.15
≡MTRX – MATRIX SVC COAdd 14.00%1,9680.03
≡SPHR – SPHERE ENTERTAINMENT COAdd 18.00%34,789−0.37
≡KWY – KINGSWAY FINL SVCS INCAdd 26.00%83,6410.21
≡CELLEBRITE DI LTDAdd 8.00%213,2190.08
≡STONEBRIDGE ACQUISITION CORPBuy100,0000.00
−0.90
≡APPS – DIGITAL TURBINE INCAdd 18.00%90,000−0.77
≡KWY – KINGSWAY FINL SVCS INCAdd 14.00%38,465−0.12
≡MAMA – MAMAMANCINI S HLDGS INCBuy20,2010.00
≡MTRX – MATRIX SVC COBuy16,9000.00
≡RSSS – RESEARCH SOLUTIONS INC.Buy24,3670.00