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Mill Road Capital Management LLC
Q2 2026 13F filing
Updated 27 days ago23 disclosed positions worth $202.5M
Portfolio value
$202.5M
Total holdings
23
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-08-14
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | M MG MISTRAS GROUP INC | $33.7M | 1.93M | 16.64% | — |
| 2 | A ALTG-PA ALTA EQUIPMENT GROUP INC | $28.3M | 4.37M | 13.97% | — |
| 3 | G GO GROCERY OUTLET HLDG | $24.5M | 2.45M | 12.09% | — |
| 4 | B BZH BEAZER HOMES USA INC | $23.6M | 841.2K | 11.65% | — |
| 5 | N NVRI ENVIRI CORP | $15.3M | 695.3K | 7.54% | — |
| 6 | B BWMN BOWMAN CONSULTING GROUP LTD | $9.7M | 333.9K | 4.81% | — |
| 7 | N NDLS NOODLES & CO | $8.8M | 587.4K | 4.34% | — |
| 8 | L LGNYZ LIFETIME BRANDS INC | $8.6M | 1.00M | 4.23% | — |
| 9 | B BXC BLUELINX HLDGS INC | $8.4M | 135.0K | 4.12% | — |
| 10 | Q QRHC QUINSTREET INC | $7.6M | 518.9K | 3.75% | — |
| 11 | M MATW MATTHEWS INTL CORP | $5.5M | 204.6K | 2.72% | — |
| 12 | B BBCP CONCRETE PUMPING HLDGS INC | $5.2M | 430.8K | 2.56% | — |
| 13 | ? N/A ARHAUS INC | $4.4M | 526.9K | 2.19% | — |
| 14 | N NDLS NOODLES & CO | $4.2M | 283.3K | 2.09% | — |
| 15 | F FWRD FORWARD AIR CORP | $3.9M | 292.3K | 1.95% | — |
| 16 | C CVEO CIVEO CORP | $3.3M | 93.1K | 1.61% | — |
| 17 | K KRP KIMBELL RTY PARTNERS LP | $3.1M | 215.5K | 1.55% | — |
| 18 | C CNTY CENTURY CASINOS INC | $1.4M | 1.10M | 0.69% | — |
| 19 | C CULP CULP INC | $1M | 324.7K | 0.50% | — |
| 20 | R RSVRW RESERVOIR MEDIA INC | $889K | 89.9K | 0.44% | — |
| 21 | P PZZA PAPA JOHNS INTL INC | $603K | 16.4K | 0.30% | — |
| 22 | B BLBD BLUE BIRD CORP | $458K | 5.8K | 0.23% | — |
| 23 | A AIOT POWERFLEET INC | $58K | 15.1K | 0.03% | — |