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Mill Road Capital Management LLC 13F holdings

Filed 2026-08-14 · Mill Road Capital Management LLC · 23 positions · $202.5M

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TickerCompanySharesValue% of portfolio
MGMISTRAS GROUP INC1.9M$33.7M16.6%
ALTGALTA EQUIPMENT GROUP INC4.4M$28.3M14.0%
GOGROCERY OUTLET HLDG2.5M$24.5M12.1%
BZHBEAZER HOMES USA INC841.2K$23.6M11.7%
—ENVIRI CORP695.3K$15.3M7.5%
BWMNBOWMAN CONSULTING GROUP LTD333.9K$9.7M4.8%
—NOODLES & CO587.4K$8.8M4.3%
LCUTLIFETIME BRANDS INC1.0M$8.6M4.2%
BXCBLUELINX HLDGS INC135.0K$8.4M4.1%
QNSTQUINSTREET INC518.9K$7.6M3.8%
MATWMATTHEWS INTL CORP204.6K$5.5M2.7%
BBCPCONCRETE PUMPING HLDGS INC430.8K$5.2M2.6%
ARHSARHAUS INC526.9K$4.4M2.2%
—NOODLES & CO283.3K$4.2M2.1%
FWRDFORWARD AIR CORP292.2K$3.9M1.9%
CVEOCIVEO CORP93.1K$3.3M1.6%
KRPKIMBELL RTY PARTNERS LP215.5K$3.1M1.5%
CNTYCENTURY CASINOS INC1.1M$1.4M0.7%
—CULP INC324.7K$1.0M0.5%
RSVRRESERVOIR MEDIA INC89.9K$888,6960.4%
PZZAPAPA JOHNS INTL INC16.4K$603,0280.3%
BLBDBLUE BIRD CORP5.8K$457,9680.2%
AIOTPOWERFLEET INC15.1K$57,8330.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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