Mill Road Capital Management
$203M 13F equity value
23 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Mill Road Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MG | MISTRAS GROUP INC | 1,929,509 | $34M | 16.6% |
| ALTG | ALTA EQUIPMENT GROUP INC | 4,373,208 | $28M | 14.0% |
| GO | GROCERY OUTLET HLDG | 2,453,897 | $24M | 12.1% |
| BZH | BEAZER HOMES USA INC | 841,235 | $24M | 11.7% |
| NVRI | ENVIRI CORP | 695,264 | $15M | 7.5% |
| NDLS | NOODLES & CO | 870,660 | $13M | 6.4% |
| BWMN | BOWMAN CONSULTING GROUP LTD | 333,872 | $10M | 4.8% |
| LCUT | LIFETIME BRANDS INC | 1,004,646 | $9M | 4.2% |
| BXC | BLUELINX HLDGS INC | 134,964 | $8M | 4.1% |
| QNST | QUINSTREET INC | 518,879 | $8M | 3.8% |
Track Mill Road Capital Management's 13F portfolio: $203M in reported holdings, 23 positions. Top holdings and quarterly changes on SentiSense.
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