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Greenhaven Road Investment Management, L.P.
CIK:0001741129
Hedge Fund
$292M AUM
19 holdings
Greenwich, CT, USA
Greenhaven Road Investment Management, L.P. is a hedge fund managed by Scott Miller. The firm focuses on asset-light, recurring revenue, and high-margin businesses.
Latest 13F Filing Activity
Greenhaven Road Investment Management, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $292M. The fund increased holdings in Ast Spacemobile CL A, Kingsway Finl SVCS Inc., Par Technology Corp. among other positions. Greenhaven Road Investment Management, L.P. reduced exposure to Cellebrite Di LTD, Sable Offshore Corp., Louisiana Pac Corp. among others.
Top Buys
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PAR | PAR TECHNOLOGY CORP | 23.64% | $69.0M | 995,014 | $42.81 | $69.37 | +$7.2M |
K KKR | KKR & CO INC | 10.69% | $31.2M | 234,700 | $32.86 | $133.03 | +$2.9M |
L LFCR | LIFECORE BIOMEDICAL INC | 10.28% | $30.0M | 3,694,832 | $6.89 | $8.12 | +$4.5M |
C CLBT | CELLEBRITE DI LTD | 8.32% | $24.3M | 1,518,047 | $6.21 | $16.00 | -$6.3M |
B BUR | BURFORD CAP LTD | 7.94% | $23.2M | 1,625,330 | $11.85 | $14.26 | +$1.9M |
Industry Allocation
CALCULATING & ACCOUNTING MACHINES (NO ELECTRONIC COMPUTERS)
+5.7%
INSURANCE AGENTS, BROKERS & SERVICE
+4.7%
SERVICES-PREPACKAGED SOFTWARE
+4.5%
INVESTMENT ADVICE
+4.2%
PHARMACEUTICAL PREPARATIONS
+4.0%
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