Mill Road Capital Management LLC: 13F holdings
CIK 15122752026Q2
| Positions | 22 |
|---|
| Reported value | $202.5m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 22 (-2 vs prior quarter) |
|---|
| Reported value | $202.5m (+6.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MG MISTRAS GROUP INC | 1,929,509 | $33.7m | 16.6% |
| ALTG ALTA EQUIPMENT GROUP INC | 4,373,208 | $28.3m | 14.0% |
| GO GROCERY OUTLET HLDG | 2,453,897 | $24.5m | 12.1% |
| BZH BEAZER HOMES USA INC | 841,235 | $23.6m | 11.7% |
| ENVIRI CORP | 695,264 | $15.3m | 7.5% |
| NOODLES & CO | 870,660 | $13.0m | 6.4% |
| BWMN BOWMAN CONSULTING GROUP LTD | 333,872 | $9.7m | 4.8% |
| LCUT LIFETIME BRANDS INC | 1,004,646 | $8.6m | 4.2% |
| BXC BLUELINX HLDGS INC | 134,964 | $8.4m | 4.1% |
| QNST QUINSTREET INC | 518,879 | $7.6m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1512275")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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