StockDriftsStockDriftsTop 22 Mill Road Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MG | MISTRAS GROUP INC | 16.64% | 1.93M | $33.7M | +3.15%(+58.93K) | $7.77(+132.80%) | 2026-06-30 | |
| ALTG | ALTA EQUIPMENT GROUP INC | 13.97% | 4.37M | $28.3M | +0.00%(+0) | $11.42(-37.97%) | 2026-06-30 | |
| GO | GROCERY OUTLET HLDG | 12.09% | 2.45M | $24.5M | +3.50%(+83.00K) | $10.40(+7.05%) | 2026-06-30 | |
| BZH | BEAZER HOMES USA INC | 11.65% | 841.2K | $23.6M | +0.38%(+3.20K) | $29.16(+13.52%) | 2026-06-30 | |
| NVRI | ENVIRI CORP | 7.54% | 695.3K | $15.3M | -66.75%(-1.40M) | $9.02(+128.31%) | 2026-06-30 | |
| NDLS | NOODLES & CO | 6.43% | 870.7K | $13.0M | +0.00%(+0) | $38.92(-53.70%) | 2026-06-30 | |
| BWMN | BOWMAN CONSULTING GROUP LTD | 4.81% | 333.9K | $9.7M | +58.73%(+123.54K) | $27.99(+50.78%) | 2026-06-30 | |
| LCUT | LIFETIME BRANDS INC | 4.23% | 1.00M | $8.6M | -5.74%(-61.16K) | $17.40(-45.00%) | 2026-06-30 | |
| BXC | BLUELINX HLDGS INC | 4.12% | 135.0K | $8.4M | +0.00%(+0) | $87.91(-1.58%) | 2026-06-30 | |
| QNST | QUINSTREET INC | 3.75% | 518.9K | $7.6M | +0.00%(+0) | $15.61(+31.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.15% | +26.51% | -6.45% | -28.36% |
| Top 20 Holdings Unweighted | +14.17% | +48.84% | +5.98% | +33.70% |
Mill Road Capital Management LLC reports $202.53M in US-listed equity holdings across 22 positions in its most recent 13F filing. Its largest disclosed positions are MG (16.6%), ALTG (14.0%) and GO (12.1%). The top 20 holdings account for 99.74% of reported assets. Its disclosed equity book has returned +26.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mill Road Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1512275). View Mill Road Capital Management LLC’s 13F filings on SEC