Portfolio (Quarterly) Guide ↗

Mill Road Capital Management LLC

· CIK 0001512275

13F Portfolio $191M AUM 25 positions Filed May 15, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 7 Added 3 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NGS	NATURAL GAS SVCS GROUP INC	Energy	109,000	$3.7M	2.18%	SOLD
2	—	TRUECAR INC	—	886,075	$2.0M	1.19%	SOLD

Sector Allocation

Industrials 56.8%

Consumer Cyclical 17.0%

Consumer Defensive 12.5%

Communication Services 8.8%

Technology 2.5%

Energy 2.4%