Holdings of Mill Road Capital Management LLC
21 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 86.5 % of the equity sleeve
Sector breakdown
- Unattributed 100.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| US | 21 | 180.5M $ | 100.00 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| Enviri Corp | 2,090,743 | 41M $ | |
| Mistras Group Inc | 1,870,580 | 27.6M $ | |
| Alta Equipment Group Inc | 4,373,208 | 23.5M $ | |
| Grocery Outlet Holding Corp | 2,370,897 | 16.7M $ | |
| Beazer Homes USA Inc | 838,035 | 16.1M $ | |
| BlueLinx Holdings Inc | 134,964 | 7.3M $ | |
| QuinStreet Inc | 518,879 | 6.2M $ | |
| Lifetime Brands Inc | 1,065,810 | 6.1M $ | |
| Bowman Consulting Group Ltd | 210,333 | 6M $ | |
| Reservoir Media Inc | 560,658 | 5.5M $ | |
| Matthews International Corp | 172,715 | 4.5M $ | |
| Forward Air Corp | 226,750 | 3.8M $ | |
| Photronics Inc | 80,200 | 3.2M $ | |
| Kimbell Royalty Partners LP | 221,295 | 3.2M $ | |
| Concrete Pumping Holdings Inc | 430,805 | 3.1M $ | |
| Arhaus Inc | 403,900 | 2.7M $ | |
| Century Casinos Inc | 1,095,900 | 1.5M $ | |
| Papa John's International Inc | 31,900 | 1M $ | |
| Culp Inc | 324,669 | 889.6K $ | |
| Blue Bird Corp | 5,800 | 329.4K $ | |
| Powerfleet Inc NJ | 15,100 | 46.5K $ |