Mill Road Capital Management as of March 31, 2026
Portfolio Holdings for Mill Road Capital Management
Mill Road Capital Management holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Harsco Corporation (NVRI) | 21.5 | $41M | 2.1M | 19.62 | |
| Mistras (MG) | 14.5 | $28M | 1.9M | 14.78 | |
| Alta Equipment Group Common Stock (ALTG) | 12.3 | $24M | 4.4M | 5.37 | |
| Grocery Outlet Hldg Corp (GO) | 8.8 | $17M | 2.4M | 7.05 | |
| Beazer Homes Usa Com New (BZH) | 8.4 | $16M | 838k | 19.24 | |
| Noodles & Co Com Cl A | 3.9 | $7.4M | 871k | 8.55 | |
| Bluelinx Hldgs Com New (BXC) | 3.8 | $7.3M | 135k | 54.18 | |
| QuinStreet (QNST) | 3.3 | $6.2M | 519k | 12.01 | |
| Lifetime Brands (LCUT) | 3.2 | $6.1M | 1.1M | 5.74 | |
| Bowman Consulting Group (BWMN) | 3.1 | $6.0M | 210k | 28.44 | |
| Reservoir Media (RSVR) | 2.9 | $5.5M | 561k | 9.79 | |
| Matthews Intl Corp Com Cl A (MATW) | 2.3 | $4.5M | 173k | 25.82 | |
| Forward Air Corp (FWRD) | 2.0 | $3.8M | 227k | 16.71 | |
| Photronics (PLAB) | 1.7 | $3.2M | 80k | 40.41 | |
| Kimbell Rty Partners Unit (KRP) | 1.7 | $3.2M | 221k | 14.47 | |
| Concrete Pumping Hldgs (BBCP) | 1.6 | $3.1M | 431k | 7.14 | |
| Arhaus Com Cl A (ARHS) | 1.4 | $2.7M | 404k | 6.78 | |
| Civeo Corp Com New (CVEO) | 1.4 | $2.7M | 102k | 26.46 | |
| Century Casinos (CNTY) | 0.8 | $1.5M | 1.1M | 1.39 | |
| Papa John's Int'l (PZZA) | 0.5 | $1.0M | 32k | 32.41 | |
| Cu (CULP) | 0.5 | $890k | 325k | 2.74 | |
| Blue Bird Corp (BLBD) | 0.2 | $329k | 5.8k | 56.79 | |
| Inotiv Note 3.250%10/1 (Principal) | 0.1 | $235k | 1.0M | 0.23 | |
| Powerfleet (AIOT) | 0.0 | $47k | 15k | 3.08 |
