Mill Road Capital Management LLC
CIK 0001512275 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
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
Top Holdings
MG
MISTRAS GROUP INC
16.6%
ALTG
ALTA EQUIPMENT GROUP INC
14.0%
GO
GROCERY OUTLET HLDG
12.1%
BZH
BEAZER HOMES USA INC
11.7%
HA7
ENVIRI CORP
7.5%
NDLSUSD
NOODLES & CO
6.4%
BWMN
BOWMAN CONSULTING GROUP LTD
4.8%
LCUT
LIFETIME BRANDS INC
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.