account_balance
Investment manager · 13F filer · SEC CIK 1512275
Mill Road Capital Management LLC
Reported value$203Mas of Jun 30, 2026
Positions22 0 new, 2 sold out
Top 10 weight85.2%MG alone is 17%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
MGMistras Group Inc
16.6%Added +3%
ALTGAlta Equipment Group Inc
14.0%
GOGrocery Outlet HLDG
12.1%Added +4%
BZHBeazer Homes USA Inc
11.7%
Enviri Corp
7.5%Trimmed −67%
Noodles & Co
6.4%
BWMNBowman Consulting Group Ltd
4.8%Added +59%
LCUTLifetime Brands Inc
4.2%Trimmed −6%
BXCBluelinx Hldgs Inc
4.1%
QNSTQuinstreet Inc
3.8%
MATWMatthews Intl Corp
2.7%Added +18%
BBCPConcrete Pumping Hldgs Inc
2.6%
MGMistras Group Inc
16.6%Added +3%
ALTGAlta Equipment Group Inc
14.0%
GOGrocery Outlet HLDG
12.1%Added +4%
BZHBeazer Homes USA Inc
11.7%
Enviri Corp7.5%
Noodles & Co6.4%
BWMN4.8%LCUT4.2%BXC4.1%QNST3.8%MATW2.7%BBCP2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MG Mistras Group Inc 16.6% Added +3%ALTG Alta Equipment Group Inc 14.0% HeldGO Grocery Outlet HLDG 12.1% Added +4%
BZH Beazer Homes USA Inc 11.7% Held
Enviri Corp 7.5% Trimmed −67%
Noodles & Co 6.4% Held
BWMN Bowman Consulting Group Ltd 4.8% Added +59%LCUT Lifetime Brands Inc 4.2% Trimmed −6%BXC Bluelinx Hldgs Inc 4.1% HeldQNST Quinstreet Inc 3.8% HeldMATW Matthews Intl Corp 2.7% Added +18%BBCP Concrete Pumping Hldgs Inc 2.6% HeldWhat changed