Mill Road Capital Management as of June 30, 2026
Portfolio Holdings for Mill Road Capital Management
Mill Road Capital Management holds 22 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mistras (MG) | 16.6 | $34M | 1.9M | 17.47 | |
| Alta Equipment Group Common Stock (ALTG) | 14.0 | $28M | 4.4M | 6.47 | |
| Grocery Outlet Hldg Corp (GO) | 12.1 | $25M | 2.5M | 9.98 | |
| Beazer Homes Usa Com New (BZH) | 11.7 | $24M | 841k | 28.05 | |
| Harsco Corporation (NVRI) | 7.5 | $15M | 695k | 21.95 | |
| Noodles & Co Com Cl A | 6.4 | $13M | 871k | 14.95 | |
| Bowman Consulting Group (BWMN) | 4.8 | $9.7M | 334k | 29.20 | |
| Lifetime Brands (LCUT) | 4.2 | $8.6M | 1.0M | 8.53 | |
| Bluelinx Hldgs Com New (BXC) | 4.1 | $8.4M | 135k | 61.88 | |
| QuinStreet (QNST) | 3.8 | $7.6M | 519k | 14.65 | |
| Matthews Intl Corp Com Cl A (MATW) | 2.7 | $5.5M | 205k | 26.92 | |
| Concrete Pumping Hldgs (BBCP) | 2.6 | $5.2M | 431k | 12.05 | |
| Arhaus Com Cl A (ARHS) | 2.2 | $4.4M | 527k | 8.42 | |
| Forward Air Corp (FWRD) | 1.9 | $3.9M | 292k | 13.51 | |
| Civeo Corp Com New (CVEO) | 1.6 | $3.3M | 93k | 35.00 | |
| Kimbell Rty Partners Unit (KRP) | 1.5 | $3.1M | 216k | 14.53 | |
| Century Casinos (CNTY) | 0.7 | $1.4M | 1.1M | 1.28 | |
| Cu (CULP) | 0.5 | $1.0M | 325k | 3.10 | |
| Reservoir Media (RSVR) | 0.4 | $889k | 90k | 9.89 | |
| Papa John's Int'l (PZZA) | 0.3 | $603k | 16k | 36.77 | |
| Blue Bird Corp (BLBD) | 0.2 | $458k | 5.8k | 78.96 | |
| Powerfleet (AIOT) | 0.0 | $58k | 15k | 3.83 |
