Mill Road Capital Management LLC
25 holdingsFiling period: 2026-03-31Current AUM: $278.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVRI | ENVIRI CORP | 2.09M | $41.0M | $46.4M | 16.63% | -- | 2026-03-31 |
| 2 | NVRI | ENVIRI CORP | 2.09M | $41.0M | $46.4M | 16.63% | -- | 2026-03-31 |
| 3 | MG | MISTRAS GROUP INC | 1.87M | $27.6M | $28.5M | 10.21% | +197.9K | 2026-03-31 |
| 4 | ALTG | ALTA EQUIPMENT GROUP INC | 4.37M | $23.5M | $28.8M | 10.32% | +80.0K | 2026-03-31 |
| 5 | GO | GROCERY OUTLET HLDG | 2.37M | $16.7M | $21.8M | 7.82% | +1.38M | 2026-03-31 |
| 6 | BZH | BEAZER HOMES USA INC | 838.0K | $16.1M | $26.9M | 9.65% | +3.6K | 2026-03-31 |
| 7 | NDLS | NOODLES & CO | 870.7K | $7.4M | $16.2M | 5.81% | -6,094,631 | 2026-03-31 |
| 8 | BXC | BLUELINX HLDGS INC | 135.0K | $7.3M | $7.3M | 2.62% | -- | 2026-03-31 |
| 9 | QNST | QUINSTREET INC | 518.9K | $6.2M | $8.0M | 2.88% | -- | 2026-03-31 |
| 10 | LCUT | LIFETIME BRANDS INC | 1.07M | $6.1M | $8.9M | 3.20% | -- | 2026-03-31 |
| 11 | BWMN | BOWMAN CONSULTING GROUP LTD | 210.3K | $6.0M | $5.6M | 2.03% | -- | 2026-03-31 |
| 12 | RSVR | RESERVOIR MEDIA INC | 560.7K | $5.5M | $5.7M | 2.06% | -464,774 | 2026-03-31 |
| 13 | MATW | MATTHEWS INTL CORP | 172.7K | $4.5M | $4.8M | 1.72% | +41.1K | 2026-03-31 |
| 14 | FWRD | FORWARD AIR CORP | 226.8K | $3.8M | $3.2M | 1.14% | +59.1K | 2026-03-31 |
| 15 | PLAB | PHOTRONICS | 80.2K | $3.2M | $2.4M | 0.87% | -- | 2026-03-31 |
| 16 | KRP | KIMBELL RTY PARTNERS LP | 221.3K | $3.2M | $3.3M | 1.19% | -316,900 | 2026-03-31 |
| 17 | BBCP | CONCRETE PUMPING HLDGS INC | 430.8K | $3.1M | $4.2M | 1.50% | -- | 2026-03-31 |
| 18 | ARHS | ARHAUS INC | 403.9K | $2.7M | $3.0M | 1.07% | -- | 2026-03-31 |
| 19 | CVEO | CIVEO CORP | 101.7K | $2.7M | $3.2M | 1.15% | +10.1K | 2026-03-31 |
| 20 | CNTY | CENTURY CASINOS INC | 1.10M | $1.5M | $1.3M | 0.48% | -- | 2026-03-31 |
| 21 | PZZA | PAPA JOHNS INTL INC | 31.9K | $1.0M | $953K | 0.34% | -- | 2026-03-31 |
| 22 | CULP | CULP INC | 324.7K | $889K | $1.1M | 0.41% | -- | 2026-03-31 |
| 23 | BLBD | BLUE BIRD CORP | 5.8K | $329K | $431K | 0.15% | -- | 2026-03-31 |
| 24 | NOTV | INOTIV INC | 1.00M | $234K | $234K | 0.08% | -- | 2026-03-31 |
| 25 | AIOT | POWERFLEET INC | 15.1K | $46K | $59K | 0.02% | +100 | 2026-03-31 |
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