Mill Road Capital Management LLC

CIK 0001512275 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Mill Road Capital Management LLC reported 22 positions worth $202.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: MG (16.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$202.5M
2026 Q2
Positions
22
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
85.2%
Est. Net Flow (Q)
2026 Q2
10 / 22 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MGMISTRAS GROUP INCSH$33.7M16.64%1,929,509
2ALTGALTA EQUIPMENT GROUP INCSH$28.3M13.97%4,373,208
3GOGROCERY OUTLET HLDGSH$24.5M12.09%2,453,897
4BZHBEAZER HOMES USA INCSH$23.6M11.65%841,235
5HA7ENVIRI CORPSH$15.3M7.54%695,264
6NDLSUSDNOODLES & COSH$13.0M6.43%870,660
7BWMNBOWMAN CONSULTING GROUP LTDSH$9.7M4.81%333,872
8LCUTLIFETIME BRANDS INCSH$8.6M4.23%1,004,646
9BXCBLUELINX HLDGS INCSH$8.4M4.12%134,964
10QNSTQUINSTREET INCSH$7.6M3.75%518,879

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Mill Road Capital Management LLC hold as of Q2 2026?

Mill Road Capital Management LLC reported 22 positions worth $202.5M in its Q2 2026 13F filing. Largest positions: MG (16.6%), ALTG (14.0%), GO (12.1%), BZH (11.7%) and HA7 (7.5%).

What did Mill Road Capital Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Mill Road Capital Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.