Mill Road Capital Management is an investment fund managing more than $190 billion ran by Thomas Lynch. There are currently 21 companies in Mr. Lynch’s portfolio. The largest investments include Alta Equipment Inc and Noodles, together worth $51.1 billion.
$190 billion Assets Under Management (AUM)
As of 7th February 2024, Mill Road Capital Management’s top holding is 2,361,002 shares of Alta Equipment Inc currently worth over $29.2 billion and making up 15.4% of the portfolio value.Relative to the number of outstanding shares of Alta Equipment Inc, Mill Road Capital Management owns less than approximately 0.1% of the company.In addition, the fund holds 6,965,291 shares of Noodles worth $21.9 billion, whose value fell 24.8% in the past six months. The third-largest holding is Natural Gas Svcs Group Inc worth $14.8 billion and the next is Bluelinx Hldgs Inc worth $14.1 billion, with 124,274 shares owned.
Currently, Mill Road Capital Management's portfolio is worth at least $190 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Mill Road Capital Management
The Mill Road Capital Management office and employees reside in Greenwich, Connecticut. According to the last 13-F report filed with the SEC, Thomas Lynch serves as the Management Committee Director at Mill Road Capital Management.
