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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
≡TLTPUT – ISHARES TRSell−4,166,500−61.14
≡HGTY – HAGERTY INCReduce 9.00%−246,67611.25
≡ASTS – AST SPACEMOBILE INCReduce 18.00%−50,0009.47
≡KKR – KKR & CO INCReduce 44.00%−83,5003.13
≡PAR – PAR TECHNOLOGY CORPReduce 9.00%−76,4392.01
≡LPX – LOUISIANA PAC CORPSell−101,323−1.38
≡PINS – PINTEREST INCSell−110,000−0.48
Q4 2025filed Feb 13, 261 new3 added4 reduced2 exited
≡IWMPUT – ISHARES TRSell−271,000−9.68
≡LPX – LOUISIANA PAC CORPReduce 46.00%−85,094−1.07
≡ASTS – AST SPACEMOBILE CL AReduce 16.00%−53,8920.98
≡SOC – SABLE OFFSHORE CORP
Q3 2025filed Dec 1, 252 new5 added3 reduced4 exited
≡KKR – KKR & CO INCReduce 6.00%−15,000−6.48
≡SOC – SABLE OFFSHORE CORPReduce 55.00%−356,544−4.12
≡BNED – BARNES & NOBLE ED INCSell−984,162−3.97
≡LPX – LOUISIANA PAC CORPReduce 7.00%−15,000
Q2 2025filed Aug 13, 252 new6 added2 reduced1 exited
≡APPS – DIGITAL TURBINE INCSell−1,025,951−1.14
≡BNED – BARNES & NOBLE ED INCReduce 8.00%−85,000−0.61
≡ALTG – ALTA EQUIPMENT GROUP INCReduce 24.00%−433,888−0.49
Q1 2025filed May 5, 253 new6 added3 reduced4 exited
≡DIAPUT – SPDR S&P 500 ETF TRSell−600,000−56.25
≡CLBT – CELLEBRITE DI LTDReduce 20.00%−403,4485.49
≡KKR – KKR & CO INCReduce 8.00%−22,0005.22
≡PAR TECHNOLOGY CORPSell
Q4 2024filed Feb 13, 256 new4 added4 reduced2 exited
≡PAR – PAR TECHNOLOGY CORPReduce 27.00%−322,116−16.39
≡HGTY – HAGERTY INCReduce 18.00%−272,278−4.62
≡APPS – DIGITAL TURBINE INCSell−2,338,053−3.05
≡MARKETWISE INCReduce 80.00%−2,834,017−0.94
Q3 2024filed Nov 13, 241 new3 added4 reduced4 exited
≡CELLEBRITE DI LTDSell−2,336,109−3.13
≡PAR – PAR TECHNOLOGY CORPReduce 8.00%−108,124−1.96
≡HAGERTY INCSell−1,645,732−1.56
≡MARKETWISE INCReduce 18.00%−770,630−1.31
≡
Q2 2024filed Aug 14, 241 new5 added5 reduced2 exited
≡PAR – PAR TECHNOLOGY CORPReduce 17.00%−265,810−1.69
≡BNEDUSD – BARNES & NOBLE ED INCSell−5,256,342−1.61
≡CLBT – CELLEBRITE DI LTDReduce 6.00%−170,1751.29
≡APPS – DIGITAL TURBINE INCReduce 12.00%−304,658
Q1 2024filed May 15, 242 new4 added6 reduced4 exited
≡APG – API GROUP CORPSell−665,345−9.67
≡SPHR – SPHERE ENTERTAINMENT COSell−225,000−3.21
≡CLBT – CELLEBRITE DI LTDReduce 8.00%−223,0481.97
≡CLAR – CLARUS CORP NEWSell−463,985
Q4 2023filed Apr 2, 241 new7 added5 reduced7 exited
≡KKR – KKR & CO INCReduce 22.00%−123,000−2.19
≡CLBT – CELLEBRITE DI LTDReduce 10.00%−314,339−1.85
≡INVESCO QQQ TRReduce 81.00%−5,1550.65
≡MTRX – MATRIX SVC COReduce 22.00%−3,9050.06
Q3 2023filed Nov 21, 232 new2 added6 reduced9 exited
≡KKR – KKR & CO INCReduce 14.00%−92,000−1.16
≡CLBT – CELLEBRITE DI LTDReduce 10.00%−356,569−0.63
≡SPHR – SPHERE ENTERTAINMENT COReduce 14.00%−30,0000.54
≡AEYE – AUDIOEYE INCReduce 95.00%−209,809
Q2 2023filed Aug 14, 234 new5 added3 reduced7 exited
≡CLAR – CLARUS CORP NEWSell−300,000−1.61
≡ESTC 10/18/19 P60 – ELASTIC N VSell−281,000−0.80
≡APG – API GROUP CORPReduce 11.00%−96,655−0.56
≡AEYE – AUDIOEYE INCReduce 13.00%−32,985
Sell
−289,345
−0.75
≡KKR – KKR & CO INCReduce 13.00%−29,600−0.56
≡PAR – PAR TECHNOLOGY CORPReduce 9.00%−86,315−0.27
−3.49
≡ALTG – ALTA EQUIPMENT GROUP INCSell−1,360,501−2.95
≡SABLE OFFSHORE CORPSell−325,000−2.45
≡CORCARD CORPORATIONSell−7,434−0.07
−200,000
−2.32
≡MARKETWISE INCSell−688,665−0.06
≡DIGITAL TURBINE INCSell−180,900−0.05
≡RSSS – RESEARCH SOLUTIONS INCReduce 6.00%−2,5080.02
≡MTRX – MATRIX SVC COReduce 11.00%−1,754−0.05
≡JAWS MUSTANG ACQUISITION CORSell−1,170,817−0.01
CLBT – CELLEBRITE DI LTD
Reduce 15.00%
−378,634
1.29
≡KKR – KKR & CO INCReduce 13.00%−42,000−0.16
≡INVESCO QQQ TRSell−1,220−0.13
≡SNESEUR – SENESTECH INCSell−11,622−0.00
−1.10
≡CELLEBRITE DI LTDReduce 8.00%−200,0000.82
≡KKR – KKR & CO INCReduce 10.00%−35,0000.49
≡MAMA – MAMAS CREATIONS INCSell−15,011−0.03
−1.34
≡LFCR – LIFECORE BIOMEDICAL INCReduce 9.00%−222,938−1.33
≡CELLEBRITE DI LTDReduce 12.00%−334,2000.52
≡KKR – KKR & CO INCReduce 17.00%−75,0000.16
≡MAMA – MAMAS CREATIONS INCReduce 26.00%−5,190−0.01
≡RSSS – RESEARCH SOLUTIONS INC.Reduce 22.00%−5,717−0.00
≡STONEBRIDGE ACQUISITION CORPSell−100,000−0.00
≡APG – API GROUP CORPReduce 11.00%−80,000−0.05
≡AEYE – AUDIOEYE INCSell−11,577−0.05
≡CC NEUBERGER PRINCIPAL HOLDNSell−452,677−0.05
≡KALEYRA INCSell−985,880−0.05
≡UPHEALTH INCSell−564,069−0.05
≡DAIO – DATA I O CORPSell−17,3150.00
≡PESI – PERMA-FIX ENVIRONMENTAL SVCSSell−10,7990.00
≡UPHEALTH INCSell−60,0000.00
−0.51
≡GCM GROSVENOR INCSell−2,392,929−0.35
≡WHOLE EARTH BRANDS INCSell−593,899−0.05
≡KALEYRA INCReduce 7.00%−78,626−0.00
≡DAIO – DATA I O CORPReduce 17.00%−3,5930.00
≡BLUE WHALE ACQUISITION CORPSell−359,0560.00
≡LMACA 06/18/21 C20 – LIBERTY MEDIA ACQUISITION COSell−317,1930.00
≡LIGHTNING EMOTORS INCSell−412,5770.00
≡LIGHTNING EMOTORS INCSell−61,7360.00
≡QRHC – QUEST RESOURCE HLDG CORPSell−18,3360.00
≡S&W SEED COSell−11,3630.00
≡SIFYUSD – SIFY TECHNOLOGIES LTDSell−17,2670.00
−0.48
≡NTE 06/19/10 C2.5 – NAM TAI PPTY INCSell−118,984−0.11
≡KALEYRA INCReduce 16.00%−201,800−0.06
≡NERDY INCSell−352,903−0.06
≡NXDR – NEXTDOOR HOLDINGS CL ASell−250,000−0.06
≡BIGBEAR AI HLDGS INCSell−33,3340.00
≡SENIOR CONNECT ACQUISITN CORSell−88,9890.00