The Analysis of Mill Road Capital Management LLC's Holdings


Currently, Mill Road Capital Management LLC holds 23 types of securities in its portfolio with a total value $168.3M. In the most recent quarter, they have increased their positions in GO (+956.6K shares, valued at $9.7M), RSVR (+697.7K shares, valued at $5.3M), MATW (+131.6K shares, valued at $3.4M); decreased their positions in NGS (-295.7K shares, valued at $10.0M), PLAB (-244.4K shares, valued at $7.8M), TRUE (-837.7K shares, valued at $1.9M); initiated new positions in MATW (+131.6K shares, valued at $3.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
NVRI ENVIRI CORP2.1M shares0.00%2025-12-312026-02-17history
MG MISTRAS GROUP INC1.7M shares0.02%2025-12-312026-02-17history
ALTG ALTA EQUIPMENT GROUP INC4.3M shares0.00%2025-12-312026-02-17history
BZH BEAZER HOMES USA INC834.5K shares2.46%2025-12-312026-02-17history
GO GROCERY OUTLET HLDG991.5K shares2740.95%2025-12-312026-02-17history
BXC BLUELINX HLDGS INC135.0K shares5.55%2025-12-312026-02-17history
RSVR RESERVOIR MEDIA INC1.0M shares212.87%2025-12-312026-02-17history
QNST QUINSTREET INC518.9K shares41.51%2025-12-312026-02-17history
Sponsored
KRP KIMBELL RTY PARTNERS LP538.2K shares-11.51%2025-12-312026-02-17history
NDLS NOODLES & CO7.0M shares0.00%2025-12-312026-02-17history
LCUT LIFETIME BRANDS INC1.1M shares0.00%2025-12-312026-02-17history
FWRD FORWARD AIR CORP167.7K shares31.34%2025-12-312026-02-17history
NGS NATURAL GAS SVCS GROUP INC109.0K shares-73.07%2025-12-312026-02-17history
MATW MATTHEWS INTL CORP131.6K sharesnew addition2025-12-312026-02-17history
BBCP CONCRETE PUMPING HLDGS INC430.8K shares0.42%2025-12-312026-02-17history
PLAB PHOTRONICS80.2K shares-75.29%2025-12-312026-02-17history
Sponsored
CIVEO CORP CIVEO CORP91.7K shares554.83%2025-12-312026-02-17history
TRUE TRUECAR INC886.1K shares-48.60%2025-12-312026-02-17history
CNTY CENTURY CASINOS INC1.1M shares0.00%2025-12-312026-02-17history
CULP CULP INC324.7K shares0.00%2025-12-312026-02-17history
BLBD BLUE BIRD CORP5.8K shares0.00%2025-12-312026-02-17history
INOTIV INC INOTIV INC1.0M shares0.00%2025-12-312026-02-17history
AIOT POWERFLEET INC15.0K shares0.00%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available