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Mill Road Capital Management LLC · 13F Holdings
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Mill Road Capital Management LLC

No.7110 Data as of 2026Q2
Latest AUM (Q2 2026)
$202.5M
QoQ Change Q1 2026
+$11.7M+6.1%
Holdings
22
New Buys
0
Adds
7
Reduces
6
Exits
2
Unchanged
9
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MISTRAS GROUP INC COMMG
16.64%14.49%$33.7M1.9M$27.6M1.9M+58,929+3.15%Add
ALTA EQUIPMENT GROUP INC COMMON STOCKALTG
13.97%12.31%$28.3M4.4M$23.5M4.4M00.00%Unchanged
GROCERY OUTLET HLDG CORPGO
12.09%8.76%$24.5M2.5M$16.7M2.4M+83,000+3.50%Add
BBEAZER HOMES USA INCBZH
11.65%8.45%$23.6M841,235$16.1M838,035+3,200+0.38%Add
EENVIRI CORPHA7
7.54%21.5%$15.3M695,264$41.0M2.1M-1.4M-66.75%Reduce
NNOODLES & COMPANY COM CLASS ANDLS
6.43%3.9%$13.0M870,660$7.4M870,66000.00%Unchanged
BBOWMAN CONSULTING GROUP LTD COMBWMN
4.81%3.13%$9.7M333,872$6.0M210,333+123,539+58.73%Add
LLIFETIME BRANDS INC COMLCUT
4.23%3.21%$8.6M1.0M$6.1M1.1M-61,164-5.74%Reduce
BBLUELINX HLDGS INC COM NEWBXC
4.12%3.83%$8.4M134,964$7.3M134,96400.00%Unchanged
QQUINSTREET INCQNST
3.75%3.27%$7.6M518,879$6.2M518,87900.00%Unchanged
MMATTHEWS INTL CORPMATW
2.72%2.34%$5.5M204,615$4.5M172,715+31,900+18.47%Add
CCONCRETE PUMPING HLDGS INC COMBBCP
2.56%1.61%$5.2M430,805$3.1M430,80500.00%Unchanged
AARHAUS INCARHS
2.19%1.44%$4.4M526,900$2.7M403,900+123,000+30.45%Add
FFORWARD AIR CORPFWRD
1.95%1.99%$3.9M292,250$3.8M226,750+65,500+28.89%Add
CIVEO CORP CDACVEO
1.61%1.41%$3.3M93,138$2.7M101,738-8,600-8.45%Reduce
KIMBELL RTY PARTNERS LP UNITKRP
1.55%1.68%$3.1M215,495$3.2M221,295-5,800-2.62%Reduce
CCENTURY CASINOS INCCNTY
0.69%0.8%$1.4M1.1M$1.5M1.1M00.00%Unchanged
CCULP INC COMCULP
0.5%0.47%$1.0M324,669$889,593324,66900.00%Unchanged
RESERVOIR MEDIA INC COMRSVR
0.44%2.88%$888,69689,858$5.5M560,658-470,800-83.97%Reduce
PPAPA JOHNS INTL INCPZZA
0.3%0.54%$603,02816,400$1.0M31,900-15,500-48.59%Reduce
BBLUE BIRD CORP COMBLBD
0.23%0.17%$457,9685,800$329,3825,80000.00%Unchanged
PPOWERFLEET INC COMAIOT
0.03%0.02%$57,83315,100$46,50815,10000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow