Mill Road Capital Management Llc Portfolio Stock Holdings
Mill Road Capital Management Llc disclosed 24 stock positions valued at approximately $190.8 million in its latest SEC 13F filing. The largest holdings include ENVIRI CORP, MISTRAS GROUP INC, and ALTA EQUIPMENT GROUP INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 24
- Portfolio Value
- $190.8M
Holdings by Sector
Mill Road Capital Management Llc Portfolio Holdings in Q1 2026
22 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ENVIRI CORP | NVRI | Industrials | 21.50% | 2,090,743 | - | - | $41,020,378 |
| MISTRAS GROUP INC | MG | Industrials | 14.49% | 1,870,580 | +197,899 | +11.83% | $27,647,172 |
| ALTA EQUIPMENT GROUP INC | ALTG | Industrials | 12.31% | 4,373,208 | +80,000 | +1.86% | $23,484,127 |
| GROCERY OUTLET HLDG | GO | Consumer Defensive | 8.76% | 2,370,897 | +1,379,404 | +139.12% | $16,714,824 |
| BEAZER HOMES USA INC | BZH | Consumer Cyclical | 8.45% | 838,035 | +3,561 | +0.43% | $16,123,793 |
| NOODLES & CO | NDLS | Consumer Cyclical | 3.90% | 870,660 | -6,094,631 | -87.50% | $7,444,143 |
| BLUELINX HLDGS INC | BXC | Industrials | 3.83% | 134,964 | - | - | $7,312,350 |
| QUINSTREET INC | QNST | Communication Services | 3.27% | 518,879 | - | - | $6,231,737 |
| LIFETIME BRANDS INC | LCUT | Consumer Cyclical | 3.21% | 1,065,810 | - | - | $6,117,749 |
| BOWMAN CONSULTING GROUP LTD | BWMN | Industrials | 3.13% | 210,333 | +210,333 | +100.00% | $5,981,871 |
| RESERVOIR MEDIA INC | RSVR | Communication Services | 2.88% | 560,658 | -464,774 | -45.32% | $5,488,842 |
| MATTHEWS INTL CORP | MATW | Industrials | 2.34% | 172,715 | +41,100 | +31.23% | $4,459,501 |
| PHOTRONICS | PLAB | Technology | 1.70% | 80,200 | - | - | $3,240,882 |
| KIMBELL RTY PARTNERS LP | KRP | Energy | 1.68% | 221,295 | -316,900 | -58.88% | $3,202,139 |
| CONCRETE PUMPING HLDGS INC | BBCP | Industrials | 1.61% | 430,805 | - | - | $3,075,948 |
| ARHAUS INC | ARHS | Consumer Cyclical | 1.44% | 403,900 | +403,900 | +100.00% | $2,738,442 |
| CIVEO CORP | CVEO | Consumer Cyclical | 1.41% | 101,738 | +10,062 | +10.98% | $2,691,987 |
| CENTURY CASINOS INC | CNTY | Consumer Cyclical | 0.80% | 1,095,900 | - | - | $1,523,301 |
| PAPA JOHNS INTL INC | PZZA | Consumer Cyclical | 0.54% | 31,900 | +31,900 | +100.00% | $1,033,879 |
| CULP INC | CULP | Consumer Cyclical | 0.47% | 324,669 | - | - | $889,593 |
| BLUE BIRD CORP | BLBD | Industrials | 0.17% | 5,800 | - | - | $329,382 |
| POWERFLEET INC | AIOT | Technology | 0.02% | 15,100 | +100 | +0.67% | $46,508 |