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
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q1 2026filed May 15, 264 new3 added4 reduced3 exited | ||||
| ≡ | ETHBPUT – ISHARES TR | Sell | −4,166,500 | −61.14 |
| ≡ | HGTY – HAGERTY INC | Reduce 9.00% | −246,676 | 11.25 |
| ≡ | ASTS – AST SPACEMOBILE INC | Reduce 18.00% | −50,000 | 9.47 |
| ≡ | ALLT – ALLOT LTD | Add 48.00% | 410,000 | 4.39 |
| ≡ | BUR – BURFORD CAPITAL LIMITED | Add 15.00% | 275,000 | 3.85 |
| ≡ | NN – NEXTNAV INC | Add 463.00% | 287,333 | 3.68 |
| ≡ | KKR – KKR & CO INC | Reduce 44.00% | −83,500 | 3.13 |
| ≡ | PAR – PAR TECHNOLOGY CORP | Reduce 9.00% | −76,439 | 2.01 |
| ≡ | ZM – ZOOM COMMUNICATIONS INC | Buy | 25,000 | 1.38 |
| ≡ | LPX – LOUISIANA PAC CORP | Sell | −101,323 | −1.38 |
| ≡ | MRLN – MERLIN INC | Buy | 108,233 | 0.55 |
| ≡ | PINS – PINTEREST INC | Sell | −110,000 | −0.48 |
| ≡ | INFL – LISTED FDS TR | Buy | 16,024 | 0.36 |
| ≡ | PESI – PERMA-FIX ENVIRONMENTAL SVCS | Buy | 11,303 | 0.08 |