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Mill Road Capital Management LLC · 13F 持仓分析
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Mill Road Capital Management LLC

No.7110 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.03亿
环比变动 Q1 2026
+$1,170.9万+6.1%
持仓股票数
22
新买入
0
加仓
7
减仓
6
清仓
2
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
MISTRAS GROUP INC COMMG
16.64%14.49%$3,370.9万193.0万股$2,764.7万187.1万股+5.9万股+3.15%加仓
ALTA EQUIPMENT GROUP INC COMMON STOCKALTG
13.97%12.31%$2,829.5万437.3万股$2,348.4万437.3万股00.00%持仓不变
GROCERY OUTLETGO
12.09%8.76%$2,449.0万245.4万股$1,671.5万237.1万股+8.3万股+3.50%加仓
BBEAZER HOMES USABZH
11.65%8.45%$2,359.7万84.1万股$1,612.4万83.8万股+3,200股+0.38%加仓
EENVIRIHA7
7.54%21.5%$1,526.1万69.5万股$4,102.0万209.1万股-139.5万股-66.75%减仓
NNOODLES & COMPANY COM CLASS ANDLS
6.43%3.9%$1,301.6万87.1万股$744.4万87.1万股00.00%持仓不变
BBOWMAN CONSULTING GROUP LTD COMBWMN
4.81%3.13%$974.9万33.4万股$598.2万21.0万股+12.4万股+58.73%加仓
LLIFETIME BRANDS INC COMLCUT
4.23%3.21%$857.0万100.5万股$611.8万106.6万股-6.1万股-5.74%减仓
BBLUELINX HLDGS INC COM NEWBXC
4.12%3.83%$835.2万13.5万股$731.2万13.5万股00.00%持仓不变
QQUINSTREETQNST
3.75%3.27%$760.2万51.9万股$623.2万51.9万股00.00%持仓不变
MMATTHEWS INTLMATW
2.72%2.34%$550.8万20.5万股$446.0万17.3万股+3.2万股+18.47%加仓
CCONCRETE PUMPING HLDGS INC COMBBCP
2.56%1.61%$519.1万43.1万股$307.6万43.1万股00.00%持仓不变
AARHAUSARHS
2.19%1.44%$443.6万52.7万股$273.8万40.4万股+12.3万股+30.45%加仓
FFORWARD AIRFWRD
1.95%1.99%$394.8万29.2万股$378.9万22.7万股+6.6万股+28.89%加仓
CIVEO CDACVEO
1.61%1.41%$326.0万9.3万股$269.2万10.2万股-8,600股-8.45%减仓
KIMBELL RTY PARTNERS LP UNITKRP
1.55%1.68%$313.1万21.5万股$320.2万22.1万股-5,800股-2.62%减仓
CCENTURY CASINOSCNTY
0.69%0.8%$140.3万109.6万股$152.3万109.6万股00.00%持仓不变
CCULP INC COMCULP
0.5%0.47%$100.6万32.5万股$89.0万32.5万股00.00%持仓不变
RESERVOIR MEDIA INC COMRSVR
0.44%2.88%$88.9万9.0万股$548.9万56.1万股-47.1万股-83.97%减仓
PPAPA JOHNS INTLPZZA
0.3%0.54%$60.3万1.6万股$103.4万3.2万股-1.6万股-48.59%减仓
BBLUE BIRD COMBLBD
0.23%0.17%$45.8万5,800股$32.9万5,800股00.00%持仓不变
PPOWERFLEET INC COMAIOT
0.03%0.02%$5.8万1.5万股$4.7万1.5万股00.00%持仓不变

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