Mill Road Capital Management LLC
CIK: 1512275
New Positions
0
Holdings (22)
Q2 2026 13F, quarter ended Jun 30, 2026, filed Aug 14, 2026
- MG
MISTRAS GROUP INC
$33.71M
1.93M sh16.64%+3.1% - ALTG
ALTA EQUIPMENT GROUP INC
$28.29M
4.37M sh13.97%+0.0% - GO
GROCERY OUTLET HLDG
$24.49M
2.45M sh12.09%+3.5% - BZH
BEAZER HOMES USA INC
$23.6M
841,235 sh11.65%+0.4% - NVRI
ENVIRI CORP
$15.26M
695,264 sh7.54%-66.8% - NDLS
NOODLES & CO
$13.02M
870,660 sh6.43%+0.0% - BWMN
BOWMAN CONSULTING GROUP LTD
$9.75M
333,872 sh4.81%+58.7% - LCUT
LIFETIME BRANDS INC
$8.57M
1.00M sh4.23%-5.7% - BXC
BLUELINX HLDGS INC
$8.35M
134,964 sh4.12%+0.0% - QNST
QUINSTREET INC
$7.6M
518,879 sh3.75%+0.0% - MATW
MATTHEWS INTL CORP
$5.51M
204,615 sh2.72%+18.5% - BBCP
CONCRETE PUMPING HLDGS INC
$5.19M
430,805 sh2.56%+0.0% - ARHS
ARHAUS INC
$4.44M
526,900 sh2.19%+30.4% - FWRD
FORWARD AIR CORP
$3.95M
292,250 sh1.95%+28.9% - CVEO
CIVEO CORP
$3.26M
93,138 sh1.61%-8.4% - KRP
KIMBELL RTY PARTNERS LP
$3.13M
215,495 sh1.55%-2.6% - CNTY
CENTURY CASINOS INC
$1.4M
1.10M sh0.69%+0.0% - CULP
CULP INC
$1.01M
324,669 sh0.50%+0.0% - RSVR
RESERVOIR MEDIA INC
$889K
89,858 sh0.44%-84.0% - PZZA
PAPA JOHNS INTL INC
$603K
16,400 sh0.30%-48.6% - BLBD
BLUE BIRD CORP
$458K
5,800 sh0.23%+0.0% - AIOT
POWERFLEET INC
$58K
15,100 sh0.03%+0.0%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 MG MISTRAS GROUP INC | 1.93M | $33.71M | +3.1% | 16.64% | Q2 2026 |
 ALTG ALTA EQUIPMENT GROUP INC | 4.37M | $28.29M | +0.0% | 13.97% | Q2 2026 |
 GO GROCERY OUTLET HLDG | 2.45M | $24.49M | +3.5% | 12.09% | Q2 2026 |
 BZH BEAZER HOMES USA INC | 841,235 | $23.6M | +0.4% | 11.65% | Q2 2026 |
 NVRI ENVIRI CORP | 695,264 | $15.26M | -66.8% | 7.54% | Q2 2026 |
 NDLS NOODLES & CO | 870,660 | $13.02M | +0.0% | 6.43% | Q2 2026 |
 BWMN BOWMAN CONSULTING GROUP LTD | 333,872 | $9.75M | +58.7% | 4.81% | Q2 2026 |
 LCUT LIFETIME BRANDS INC | 1.00M | $8.57M | -5.7% | 4.23% | Q2 2026 |
 BXC BLUELINX HLDGS INC | 134,964 | $8.35M | +0.0% | 4.12% | Q2 2026 |
 QNST QUINSTREET INC | 518,879 | $7.6M | +0.0% | 3.75% | Q2 2026 |
 MATW MATTHEWS INTL CORP | 204,615 | $5.51M | +18.5% | 2.72% | Q2 2026 |
 BBCP CONCRETE PUMPING HLDGS INC | 430,805 | $5.19M | +0.0% | 2.56% | Q2 2026 |
 ARHS ARHAUS INC | 526,900 | $4.44M | +30.4% | 2.19% | Q2 2026 |
 FWRD FORWARD AIR CORP | 292,250 | $3.95M | +28.9% | 1.95% | Q2 2026 |
 CVEO CIVEO CORP | 93,138 | $3.26M | -8.4% | 1.61% | Q2 2026 |
 KRP KIMBELL RTY PARTNERS LP | 215,495 | $3.13M | -2.6% | 1.55% | Q2 2026 |
 CNTY CENTURY CASINOS INC | 1.10M | $1.4M | +0.0% | 0.69% | Q2 2026 |
 CULP CULP INC | 324,669 | $1.01M | +0.0% | 0.50% | Q2 2026 |
 RSVR RESERVOIR MEDIA INC | 89,858 | $889K | -84.0% | 0.44% | Q2 2026 |
 PZZA PAPA JOHNS INTL INC | 16,400 | $603K | -48.6% | 0.30% | Q2 2026 |
 BLBD BLUE BIRD CORP | 5,800 | $458K | +0.0% | 0.23% | Q2 2026 |
 AIOT POWERFLEET INC | 15,100 | $58K | +0.0% | 0.03% | Q2 2026 |
1-22 of 22 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About Mill Road Capital Management LLC
Mill Road Capital Management LLC is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 1512275). Signal8 holds 20 13F filings from it. Its SEC filings list Delaware as its state of incorporation.
Its most recent 13F holdings report covers Q2 2026 (the quarter ended Jun 30, 2026) and was filed on Aug 14, 2026. That report lists 22 securities, not counting options, down from 24 in Q1 2026.
Its five largest reported positions, in order, are MISTRAS GROUP INC (MG), ALTA EQUIPMENT GROUP INC (ALTG), GROCERY OUTLET HLDG (GO), BEAZER HOMES USA INC (BZH) and ENVIRI CORP (NVRI). The next five are NOODLES & CO (NDLS), BOWMAN CONSULTING GROUP LTD (BWMN), LIFETIME BRANDS INC (LCUT), BLUELINX HLDGS INC (BXC) and QUINSTREET INC (QNST).
Recent 13F filings by Mill Road Capital Management LLC
- Q2 2026: 13F-HR filed Aug 14, 2026, listing 22 securities.
- Q1 2026: 13F-HR filed May 15, 2026, listing 24 securities.
- Q4 2025: 13F-HR filed Feb 17, 2026, listing 23 securities.
- Q3 2025: 13F-HR filed Nov 14, 2025, listing 25 securities.
- Q2 2025: 13F-HR filed Aug 14, 2025, listing 24 securities.
- Q1 2025: 13F-HR filed May 15, 2025, listing 24 securities.