Mill Road Capital Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Mill Road Capital Management LLC disclosed 24 US equity positions worth $190.8m in its Q1 2026 13F filing. The largest position was NVRI at 21.5% of the reported book, followed by MG and ALTG.
What did Mill Road Capital Management LLC own in Q1 2026? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVRI ENVIRI CORP | Industrials | 21.5% | $41.0m | 2,090,743 | – | |
| 2 | MG MISTRAS GROUP INC | Industrials | 14.5% | $27.6m | 1,870,580 | – | |
| 3 | ALTG ALTA EQUIPMENT GROUP INC | 12.3% | $23.5m | 4,373,208 | – | ||
| 4 | GO GROCERY OUTLET HLDG | Consumer Defensive | 8.8% | $16.7m | 2,370,897 | – | |
| 5 | BZH BEAZER HOMES USA INC | Consumer Cyclical | 8.4% | $16.1m | 838,035 | – | |
| 6 | NDLS NOODLES & CO | 3.9% | $7.4m | 870,660 | – | ||
| 7 | BXC BLUELINX HLDGS INC | Industrials | 3.8% | $7.3m | 134,964 | – | |
| 8 | QNST QUINSTREET INC | Communication Services | 3.3% | $6.2m | 518,879 | – | |
| 9 | LCUT LIFETIME BRANDS INC | 3.2% | $6.1m | 1,065,810 | – | ||
| 10 | BWMN BOWMAN CONSULTING GROUP LTD | 3.1% | $6.0m | 210,333 | – | ||
| 11 | RSVR RESERVOIR MEDIA INC | 2.9% | $5.5m | 560,658 | – | ||
| 12 | MATW MATTHEWS INTL CORP | Industrials | 2.3% | $4.5m | 172,715 | – | |
| 13 | FWRD FORWARD AIR CORP | 2.0% | $3.8m | 226,750 | – | ||
| 14 | PLAB PHOTRONICS | Technology | 1.7% | $3.2m | 80,200 | – | |
| 15 | KRP KIMBELL RTY PARTNERS LP | 1.7% | $3.2m | 221,295 | – | ||
| 16 | BBCP CONCRETE PUMPING HLDGS INC | Industrials | 1.6% | $3.1m | 430,805 | – | |
| 17 | ARHS ARHAUS INC | Consumer Cyclical | 1.4% | $2.7m | 403,900 | – | |
| 18 | CVEO CIVEO CORP | Consumer Cyclical | 1.4% | $2.7m | 101,738 | – | |
| 19 | CNTY CENTURY CASINOS INC | 0.8% | $1.5m | 1,095,900 | – | ||
| 20 | PZZA PAPA JOHNS INTL INC | Consumer Cyclical | 0.5% | $1.0m | 31,900 | – | |
| 21 | CULP CULP INC | 0.5% | $889.6k | 324,669 | – | ||
| 22 | BLBD BLUE BIRD CORP | Industrials | 0.2% | $329.4k | 5,800 | – | |
| 23 | INOTIV INC | 0.1% | $234.6k | 1,000,000 | – | ||
| 24 | AIOT POWERFLEET INC | Technology | 0.0% | $46.5k | 15,100 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.