Mill Road Capital Management LLC

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$194 Million is the total value of Mill Road Capital Management LLC's 26 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .

All

			Value		Shares		↓ Weighting
AXL	New	AMERICAN AXLE & MFG HLDGS IN	$2,033,498	–	260,371	+100.0%	1.05%	–
TRUE	New	TRUECAR INC	$820,180	–	356,600	+100.0%	0.42%	–
BV	New	BRIGHTVIEW HLDGS INC	$652,791	–	116,155	+100.0%	0.34%	–
ATCX	New	ATLAS TECHNICAL CONSULTANTS	$424,956	–	34,861	+100.0%	0.22%	–
ACEL	New	ACCEL ENTERTAINMENT INC	$343,447	–	37,700	+100.0%	0.18%	–

Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Mill Road Capital III GP LLC #1

Original filings

The following EDGAR filing(s) were analyzed to create this report:

View 13F-HR filed 2023-05-15

Signatures

The EDGAR filing(s) were signed by:

Thomas E. Lynch — Management Committee Director

Top long-term holdings

Name	Quarters owned	Latest quarter owned	Max weighting
LIFETIME BRANDS INC	30	Q3 2023	49.4%
PERFORMANT FINL CORP	22	Q3 2023	9.9%
VIRCO MFG CO	22	Q4 2022	2.2%
NOODLES & CO	20	Q3 2023	65.5%
GAMING PARTNERS INTL CORP	16	Q1 2019	12.7%
ECOLOGY & ENVIRONMENT INC	16	Q3 2019	11.2%
SMTC CORP	15	Q4 2018	4.2%
HUTTIG BLDG PRODS INC	14	Q1 2022	7.9%
MISTRAS GROUP INC	12	Q3 2023	6.2%
NATURAL GAS SVCS GROUP INC	12	Q3 2023	7.1%

View Mill Road Capital Management LLC's complete holdings history.

Latest filings

Type	Filed
13F-HR	2024-02-14
13F-HR	2023-11-14
13F-HR	2023-08-14
13F-HR	2023-05-15
13F-HR	2023-02-14
13F-HR	2022-11-14
13F-HR	2022-08-15
13F-HR	2022-05-16
13F-HR	2022-02-14
13F-HR	2021-11-15

View Mill Road Capital Management LLC's complete filings history.

All filings

View complete filings history.

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Issues

The following issues were detected while analyzing the report:

The reported total value is incorrect (194323201.0 != 194323202.0)

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