Mill Road Capital Management LLC holds a concentrated book of 22 stocks worth $202.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Truecar Inc and trimmed Enviri Corp. Their largest long position is Mistras Group Inc at 17% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mill Road Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| 325 Capital LLC | 2 / 22 | $76.4M |
| Private Capital Management, LLC | 4 / 22 | $107.7M |
| JB Capital Partners LP | 6 / 22 | $52.7M |
| Solas Capital Management, LLC | 2 / 22 | $13.8M |
| Nokomis Capital, L.L.C. | 2 / 22 | $16.5M |
| Pacific Ridge Capital Partners, LLC | 3 / 22 | $17.2M |
| Quinn Opportunity Partners LLC | 4 / 22 | $46.3M |
| AWM Investment Company, Inc. | 3 / 22 | $20.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Mill Road Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mistras Group Inc COM | $33.7M | 1.93M | 16.6% | ▲+3.1% Added · +59K sh | |
| 2 | Alta Equipment Group Inc COMMON STOCK | $28.3M | 4.37M | 14.0% | —Held | |
| 3 | Grocery Outlet Hldg COM | $24.5M | 2.45M | 12.1% | ▲+3.5% Added · +83K sh | |
| 4 | Beazer Homes USA Inc COM NEW | $23.6M | 841.2K | 11.7% | ▲+0.4% Added · +3K sh | |
| 5 | Enviri Corp COM | $15.3M | 695.3K | 7.5% | ▼−67% Reduced · −1.4M sh | |
| 6 | Noodles & Co COM CL A | $13.0M | 870.7K | 6.4% | —Held | |
| 7 | Bowman Consulting Group Ltd COM | $9.7M | 333.9K | 4.8% | ▲+59% Added · +124K sh | |
| 8 | Lifetime Brands Inc COM | $8.6M | 1.00M | 4.2% | ▼−5.7% Reduced · −61K sh | |
| 9 | Bluelinx Hldgs Inc COM NEW | $8.4M | 135.0K | 4.1% | —Held | |
| 10 | Quinstreet Inc COM | $7.6M | 518.9K | 3.8% | —Held | |
| 11 | Matthews Intl Corp COM CL A | $5.5M | 204.6K | 2.7% | ▲+18% Added · +32K sh | |
| 12 | Concrete Pumping Hldgs Inc COM | $5.2M | 430.8K | 2.6% | —Held | |
| 13 | Arhaus Inc COM CL A | $4.4M | 526.9K | 2.2% | ▲+30% Added · +123K sh | |
| 14 | Forward Air Corp COM | $3.9M | 292.3K | 1.9% | ▲+29% Added · +66K sh | |
| 15 | Civeo Corp COM NEW | $3.3M | 93.1K | 1.6% | ▼−8.4% Reduced · −9K sh | |
| 16 | Kimbell Rty Partners LP UNIT | $3.1M | 215.5K | 1.5% | ▼−2.6% Reduced · −6K sh | |
| 17 | Century Casinos Inc COM | $1.4M | 1.10M | 0.7% | —Held | |
| 18 | Culp Inc COM | $1.0M | 324.7K | 0.5% | —Held | |
| 19 | Reservoir Media Inc COM | $889K | 89.9K | 0.4% | ▼−84% Reduced · −471K sh | |
| 20 | Papa Johns Intl Inc COM | $603K | 16.4K | 0.3% | ▼−49% Reduced · −16K sh | |
| 21 | Blue Bird Corp COM | $458K | 5.8K | 0.2% | —Held | |
| 22 | Powerfleet Inc COM | $58K | 15.1K | 0.0% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512275/holdings"
Use Arkolith to show Mill Road Capital Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.