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Mill Road Capital Management’s Arhaus ARHS Stock Holding History

Mill Road Capital Management’s Portfolio ARHS Stock Details ARHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.44M Buy
526,900
+123,000
+30% +$854K 2.19% 13
2026
Q1 		$2.74M Buy
+403,900
New +$3.67M 1.44% 17
2025
Q1 		– Sell
-48,200
Closed -$453K – 25
2024
Q4 		$453K Buy
+48,200
New +$472K 0.22% 23

Other funds holding ARHS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KWM
Kanen Wealth Management Coconut Creek, Florida $413M AUM 109.83% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Mill Road Capital Management's ARHS Position: Q2 2026 in Review

Mill Road Capital Management increased its Arhaus (ARHS) stake by 30% in Q2 2026, buying an estimated $854K and bringing the position to 526,900 shares worth $4.44M. The position accounts for 2.19% of the portfolio, ranked #13.

Mill Road Capital Management first reported a position in ARHS in Q4 2024 and has held it in 3 quarters since. 165 funds tracked by Wall St. Rank hold ARHS as of Q2 2026.

  • Mill Road Capital Management held 526,900 shares of Arhaus worth $4.44M as of Q2 2026.
  • Mill Road Capital Management bought 123,000 Arhaus shares in Q2 2026, an estimated $854K.
  • Arhaus made up 2.19% of Mill Road Capital Management's portfolio in Q2 2026, its #13 holding.
  • Mill Road Capital Management first reported a position in Arhaus in Q4 2024 and has held it in 3 quarters since.
  • 165 funds tracked by Wall St. Rank held Arhaus as of Q2 2026.

Based on Mill Road Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.