Institutions / Mill Road Capital Management LLC
Mill Road Capital Management LLC
CIK 1512275 · Institution · as of Dec 31, 2025
Portfolio value
$168.32M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ENVIRI Corp | $37.47M | 22.3% |
| Mistras Group, Inc. | $21.16M | 12.6% |
| Alta Equipment Group Inc.ALTG | $19.75M | 11.7% |
| Beazer Homes USA Inc | $16.91M | 10.0% |
| Grocery Outlet Holding Corp. | $10.01M | 5.9% |
| BlueLinx Holdings Inc | $8.29M | 4.9% |
| Reservoir Media, Inc.RSVR | $7.76M | 4.6% |
| Quinstreet, Inc | $7.46M | 4.4% |
| Kimbell Royalty Partners, LPKRP | $6.33M | 3.8% |
| Noodles & Co | $4.92M | 2.9% |
| Lifetime Brands, IncLCUT | $4.21M | 2.5% |
| Forward Air CorpFWRD | $4.19M | 2.5% |
| Natural Gas Services Group Inc | $3.67M | 2.2% |
| Matthews International Corp | $3.44M | 2.0% |
| Concrete Pumping Holdings, Inc.BBCP | $2.89M | 1.7% |
| Photronics Inc | $2.57M | 1.5% |
| Civeo CorpCVEO | $2.10M | 1.2% |
| Truecar Inc | $2.00M | 1.2% |
| Century Casinos, Inc. | $1.46M | 0.9% |
| Culp IncCULP | $1.16M | 0.7% |
| Blue Bird Corporation | $272.6K | 0.2% |
| Inotiv Inc | $232.2K | 0.1% |
| Powerfleet, Inc. | $79.8K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.