Mill Road Capital Management LLC
Annual return '25
+30.3%
SPY '25
+17.7%
Alpha
+12.6ptsvs SPY
Invested
$190.8M
Holdings
24
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVRI
ENVIRI CORP
Q1 2026: Increased +28.1% (891 → 1.1k shares)
21.5%
02
$MG
MISTRAS GROUP INC
Held since at least Q1 2024
14.5%
03
$ALTG
ALTA EQUIPMENT GROUP INC
Held since at least Q1 2024
12.3%
04
$GO
GROCERY OUTLET HLDG
Q1 2026: Increased +1.2% (35.2k → 35.6k shares)
8.8%
05
$BZH
BEAZER HOMES USA INC
Q1 2026: Increased +16.5% (674 → 785 shares)
8.4%
06
$NDLSUSD
NOODLES & CO
Held since at least Q1 2024
3.9%
07
$BXC
BLUELINX HLDGS INC
Held since at least Q1 2024
3.8%
08
$QNST
QUINSTREET INC
Q1 2026: Increased +51.2% (672 → 1.0k shares)
3.3%
09
$LCUT
LIFETIME BRANDS INC
Held since at least Q1 2024
3.2%
10
$BWMN
BOWMAN CONSULTING GROUP LTD
Held since at least Q1 2024
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:15 UTC.