Mill Road Capital Management LLC
23 holdingsFiling period: 2026-06-30Current AUM: $231.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | MG | MISTRAS GROUP INC | 1.93M | $33.7M | $37.9M | 16.41% | +58.9K | 2026-06-30 |
| 2 | ALTG | ALTA EQUIPMENT GROUP INC | 4.37M | $28.3M | $25.3M | 10.93% | -- | 2026-06-30 |
| 3 | GO | GROCERY OUTLET HLDG | 2.45M | $24.5M | $28.2M | 12.20% | +83.0K | 2026-06-30 |
| 4 | BZH | BEAZER HOMES USA INC | 841.2K | $23.6M | $28.1M | 12.14% | +3.2K | 2026-06-30 |
| 5 | NVRI | ENVIRI CORP | 695.3K | $15.3M | $15.0M | 6.47% | -1,395,479 | 2026-06-30 |
| 6 | NVRI | ENVIRI CORP | 695.3K | $15.3M | $15.0M | 6.47% | -1,395,479 | 2026-06-30 |
| 7 | NDLS | NOODLES & CO | 870.7K | $13.0M | $11.8M | 5.13% | -- | 2026-06-30 |
| 8 | BWMN | BOWMAN CONSULTING GROUP LTD | 333.9K | $9.7M | $14.2M | 6.13% | +123.5K | 2026-06-30 |
| 9 | LCUT | LIFETIME BRANDS INC | 1.00M | $8.6M | $8.3M | 3.61% | -61,164 | 2026-06-30 |
| 10 | BXC | BLUELINX HLDGS INC | 135.0K | $8.4M | $10.4M | 4.49% | -- | 2026-06-30 |
| 11 | QNST | QUINSTREET INC | 518.9K | $7.6M | $9.5M | 4.12% | -- | 2026-06-30 |
| 12 | MATW | MATTHEWS INTL CORP | 204.6K | $5.5M | $4.1M | 1.78% | +31.9K | 2026-06-30 |
| 13 | BBCP | CONCRETE PUMPING HLDGS INC | 430.8K | $5.2M | $4.4M | 1.91% | -- | 2026-06-30 |
| 14 | ARHS | ARHAUS INC | 526.9K | $4.4M | $3.8M | 1.66% | +123.0K | 2026-06-30 |
| 15 | FWRD | FORWARD AIR CORP | 292.3K | $3.9M | $4.8M | 2.07% | +65.5K | 2026-06-30 |
| 16 | CVEO | CIVEO CORP | 93.1K | $3.3M | $3.1M | 1.35% | -8,600 | 2026-06-30 |
| 17 | KRP | KIMBELL RTY PARTNERS LP | 215.5K | $3.1M | $3.2M | 1.39% | -5,800 | 2026-06-30 |
| 18 | CNTY | CENTURY CASINOS INC | 1.10M | $1.4M | $1.2M | 0.53% | -- | 2026-06-30 |
| 19 | CULP | CULP INC | 324.7K | $1.0M | $1.2M | 0.52% | -- | 2026-06-30 |
| 20 | RSVR | RESERVOIR MEDIA INC | 89.9K | $888K | $840K | 0.36% | -470,800 | 2026-06-30 |
| 21 | PZZA | PAPA JOHNS INTL INC | 16.4K | $603K | $340K | 0.15% | -15,500 | 2026-06-30 |
| 22 | BLBD | BLUE BIRD CORP | 5.8K | $457K | $358K | 0.15% | -- | 2026-06-30 |
| 23 | AIOT | POWERFLEET INC | 15.1K | $57K | $45K | 0.02% | -- | 2026-06-30 |
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