Thomas E. Lynch
Mill Road Capital Management Llc
Assets Managed
$190.822M
Holdings
24
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
13.37%(2Q avg: 0.51%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Mill Road Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 24 positions.
Assets under management
The assets under management (AUM) of Mill Road Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 190.822M in assets, with a quarterly growth rate of 13.37% and a 2-quarter average growth rate of 0.51%. The portfolio is managed by Thomas E. Lynch, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
NVRI Enviri Corp
| 21.5% | $41.02M 2.091M shares@ $19.63 avg price | |
MG Mistras Group Inc
| 14.49% | $27.647M 1.871M shares@ $14.78 avg price | Increased 11.84% |
ALTG Alta Equipment Group Inc
| 12.31% | $23.484M 4.373M shares@ $5.38 avg price | Increased 1.87% |
GO Grocery Outlet Holding Corp
| 8.76% | $16.715M 2.371M shares@ $7.06 avg price | Increased 139.13% |
BZH Beazer Homes Usa Inc
| 8.45% | $16.124M 838,035 shares@ $19.24 avg price | Increased 0.43% |
NDLS Noodles & Co
| 3.91% | $7.444M 870,660 shares@ $8.55 avg price | Decreased -87.5% |
BXC Bluelinx Holdings Inc
| 3.84% | $7.312M 134,964 shares@ $54.19 avg price | |
QNST Quinstreet Inc
| 3.27% | $6.232M 518,879 shares@ $12.02 avg price | |
LCUT Lifetime Brands Inc
| 3.21% | $6.118M 1.066M shares@ $5.74 avg price | |
BWMN Bowman Consulting Group Ltd
| 3.14% | $5.982M 210,333 shares@ $28.45 avg price | New Position |
1-10 of 24