Mill Road Capital Management LLC
CIK 1512275 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- 41586410721.50%
- MG14.49%
- ALTG12.31%
- GO8.76%
- BZH8.45%
- NDLS3.90%
- BXC3.83%
- QNST3.27%
- LCUT3.21%
- BWMN3.13%
Share classes counted separately82.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GOWeight increased · +2.81 pp5.95% → 8.76%Shares +1.38M (+139.12%)
- KRPWeight decreased · -2.08 pp3.76% → 1.68%Shares -316.90K (-58.88%)
- MGWeight increased · +1.92 pp12.57% → 14.49%Shares +197.90K (+11.83%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 24
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 415864107ENVIRI CORP View history and evidence | $41.02M | 21.50% | 2.09M shares | 22.26% → 21.50%-0.76 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | MGMISTRAS GROUP INC View history and evidence | $27.65M | 14.49% | 1.87M shares | 12.57% → 14.49%+1.92 pp +197.90K (+11.83%) | Added | ↗▾ |
| 03 | ALTGALTA EQUIPMENT GROUP INCCOMMON STOCK View history and evidence | $23.48M | 12.31% | 4.37M shares | 11.73% → 12.31%+0.58 pp +80.00K (+1.86%) | Added | ↗▾ |
| 04 | GOGROCERY OUTLET HOLDING CORP View history and evidence | $16.71M | 8.76% | 2.37M shares | 5.95% → 8.76%+2.81 pp +1.38M (+139.12%) | Added | ↗▾ |
| 05 | BZHBEAZER HOMES USA INCCOM NEW View history and evidence | $16.12M | 8.45% | 838.03K shares | 10.05% → 8.45%-1.60 pp +3.56K (+0.43%) | Added | ↗▾ |
| 06 | NDLSNOODLES & COCOM CL A View history and evidence | $7.44M | 3.90% | 870.66K shares | 2.92% → 3.90%+0.98 pp -6.09M (-87.50%) | Reduced | ↗▾ |
| 07 | BXCBLUELINX HOLDINGS INCCOM NEW View history and evidence | $7.31M | 3.83% | 134.96K shares | 4.93% → 3.83%-1.10 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | QNSTQUINSTREET INC View history and evidence | $6.23M | 3.27% | 518.88K shares | 4.43% → 3.27%-1.16 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | LCUTLIFETIME BRANDS INC View history and evidence | $6.12M | 3.21% | 1.07M shares | 2.50% → 3.21%+0.71 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | BWMNBOWMAN CONSULTING GROUP LTD View history and evidence | $5.98M | 3.13% | 210.33K shares | Prior unavailable +210.33K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NGS NATURAL GAS SERVICES GROUP | Non-derivative | -109,000 | -$3.67M | SEC filing ↗ | SEC filing ↗ |
| TRUE TRUECAR INC | Non-derivative | -886,075 | -$2.00M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1512275 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 190822101
}Take these holdings further.
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