13F Filings History of Mill Road Capital Management LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$168,320,575
Signature - Title
Thomas E. Lynch - Management Committee Director
Location
Greenwich, CT
Summary
This page shows a list of all the recent 13F filings made by Mill Road Capital Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Mill Road Capital Management LLC reported 23 stock holdings with total value $168,320,575 as of Q4 2025. Top holdings included NVRI, MG, ALTG, BZH, and GO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 23 $168,320,575 +$24,201,846 -$49,956,064 -$25,754,218 NVRI, MG, ALTG, BZH, GO 13F-HR 17 Feb 2026, 11:09
Q3 2025 25 $192,046,048 +$7,424,306 -$3,496,228 +$3,928,078 ALTG, NVRI, PHLT, BZH, MG 13F-HR 14 Nov 2025, 09:46
Q2 2025 24 $156,155,476 +$4,915,305 -$36,217,794 -$31,302,489 ALTG, BZH, NVRI, MG, PHLT 13F-HR 14 Aug 2025, 13:31
Q1 2025 24 $176,277,913 +$17,686,982 -$16,597,093 +$1,089,889 ALTG, MG, LSEA, BZH, NVRI 13F-HR 15 May 2025, 09:19
Q4 2024 25 $208,248,565 +$31,111,747 -$19,051,897 +$12,059,850 ALTG, NGS, BZH, MG, LSEA 13F-HR 14 Feb 2025, 09:51
Q3 2024 24 $210,255,324 +$30,359,360 -$12,209,056 +$18,150,304 ALTG, KRP, MG, NGS, BXC 13F-HR 14 Nov 2024, 10:27
Q2 2024 21 $187,711,761 +$13,299,755 -$27,441,393 -$14,141,638 ALTG, KRP, NGS, SUP, MG 13F-HR 14 Aug 2024, 09:24
Q1 2024 23 $230,064,729 +$14,670,923 -$8,669,847 +$6,001,076 ALTG, KRP, NGS, BXC, MG 13F-HR 15 May 2024, 11:28
Q4 2023 23 $218,919,830 +$19,700,397 -$19,803,502 -$103,105 ALTG, KRP, NDLS, NGS, BXC 13F-HR 14 Feb 2024, 12:26
Q3 2023 26 $190,059,096 +$33,407,640 -$10,275,017 +$23,132,623 KRP, ALTG, NDLS, SP, NGS 13F-HR 14 Nov 2023, 13:39
Q2 2023 25 $184,785,202 +$7,588,862 -$2,446,595 +$5,142,267 ALTG, KRP, NDLS, SUP, SP 13F-HR 14 Aug 2023, 11:37
Q1 2023 26 $192,712,816 +$14,911,060 -$3,141,665 +$11,769,395 NDLS, KRP, ALTG, SUP, SP 13F-HR 15 May 2023, 13:42
Q4 2022 23 $178,803,616 +$13,182,300 -$42,076,450 -$28,894,150 NDLS, KRP, SUP, ALTG, SP 13F-HR 14 Feb 2023, 15:02
Q3 2022 25 $188,621,000 +$9,335,423 -$7,283,307 +$2,052,116 KRP, NDLS, BIG, SUP, SP 13F-HR 14 Nov 2022, 16:34
Q2 2022 26 $208,428,000 +$15,794,430 -$25,601,302 -$9,806,872 KRP, BIG, NDLS, SUP, LCUT 13F-HR 15 Aug 2022, 14:42
Q1 2022 26 $265,573,000 +$10,572,610 -$10,746,491 -$173,881 BIG, KRP, NDLS, HBP, SUP 13F-HR 16 May 2022, 11:19
Q4 2021 27 $300,743,000 +$20,771,242 -$15,150,830 +$5,620,412 BIG, NDLS, KRP, CSV, HBP 13F-HR 14 Feb 2022, 09:28
Q3 2021 29 $304,168,000 +$42,432,374 -$636,968 +$41,795,406 BIG, NDLS, LCUT, KRP, CSV 13F-HR 15 Nov 2021, 11:18
Q2 2021 23 $295,947,000 +$16,035,205 -$32,266,532 -$16,231,327 BIG, NDLS, LCUT, CSV, HBP 13F-HR 16 Aug 2021, 11:28
Q1 2021 22 $292,181,000 +$28,751,433 -$43,976,060 -$15,224,627 BIG, NDLS, LCUT, CSV, MG 13F-HR 17 May 2021, 12:58
Q4 2020 19 $240,489,000 $0 $0 $0 BIG, NDLS, MED, LCUT, CSV 13F-HR 16 Feb 2021, 14:20
Q3 2019 8 $62,601,000 +$413,000 $0 +$413,000 NDLS, LCUT, EEI, GV, HBP 13F-HR 14 Nov 2019, 15:07
Q2 2019 7 $73,133,000 +$554,476 -$5,458,000 -$4,903,524 NDLS, LCUT, GV, EEI, HBP 13F-HR 14 Aug 2019, 15:04
Q1 2019 10 $76,466,000 +$1,096,088 -$1,901,000 -$804,912 NDLS, LCUT, PFMT, EEI, GV 13F-HR 15 May 2019, 15:16
Q4 2018 12 $78,909,000 $0 -$12,995,203 -$12,995,203 NDLS, LCUT, PFMT, EEI, GV 13F-HR 13 Feb 2019, 16:26
Q3 2018 12 $134,542,000 +$271,486 -$27,057,522 -$26,786,036 NDLS, LCUT, GV, PFMT, EEI 13F-HR 14 Nov 2018, 14:33
Q2 2018 12 $166,701,000 +$4,744,309 -$3,047,532 +$1,696,777 NDLS, LCUT, GV, PFMT, HBP 13F-HR 14 Aug 2018, 16:41
Q1 2018 12 $125,377,000 +$8,163,673 -$1,031,985 +$7,131,688 NDLS, LCUT, PFMT, HBP, GV 13F-HR 15 May 2018, 14:15
Q4 2017 11 $104,630,000 $0 $0 $0 NDLS, LCUT, HBP, EEI, GV 13F-HR 14 Feb 2018, 15:39
Q3 2015 15 $49,792,000 +$13,438,460 -$2,944,428 +$10,494,032 LCUT, UFPT, EEI, GPIC, GAIA 13F-HR 16 Nov 2015, 16:06
Q2 2015 14 $41,625,000 +$11,834,043 -$254,896 +$11,579,147 LCUT, GPIC, UFPT, GAIA, TRR 13F-HR 14 Aug 2015, 16:05
Q1 2015 13 $30,396,000 +$3,884,440 -$3,565,544 +$318,896 LCUT, GPIC, TRR, CRTN, GAIA 13F-HR 15 May 2015, 16:01
Q4 2014 14 $31,528,000 +$355,177 -$4,413,407 -$4,058,230 LCUT, GPIC, CRTN, EPAX, GAIA 13F-HR 17 Feb 2015, 21:40
Q3 2014 17 $37,215,000 +$3,531,060 -$24,369,750 -$20,838,690 LCUT, JOEZ, GPIC, EPAX, LTRE 13F-HR 14 Nov 2014, 16:37
Q2 2014 15 $61,625,000 +$4,669,747 -$3,427,235 +$1,242,512 DFZ, LCUT, CACH, JOEZ, EPAX 13F-HR 14 Aug 2014, 16:02
Q1 2014 15 $66,325,000 +$4,326,995 -$42,861,011 -$38,534,016 DFZ, LCUT, CACH, JOEZ, GAIA 13F-HR 15 May 2014, 16:09
Q4 2013 16 $109,034,000 $0 $0 $0 APFC, DFZ, CACH, LCUT, HPOL 13F-HR 14 Feb 2014, 16:46