Fund HoldingsMill Road Capital Management LLC

Total Portfolio Value
$230.06M
Total Bought
$21.46M
Total Sold
$10.50M
Net Transaction
+$10.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ALTA EQUIPMENT GROUP INC2,361,0023,058,865+697,86329,20639,61217.22%+10,407
QUINSTREET INC(QNST)583,118660,805+77,6877,47611,6705.07%+4,194
MISTRAS GROUP INC1,514,9011,514,901011,08914,4826.29%+3,393
NATURAL GAS SVCS GROUP INC921,508921,508014,81817,9057.78%+3,087
LIFETIME BRANDS INC1,208,5031,065,810-142,6938,10911,1704.86%+3,061
CONCRETE PUMPING HLDGS INC153,884469,469+315,5851,2623,7091.61%+2,447
BLUELINX HLDGS INC124,274124,274014,08116,1857.04%+2,104
LANDSEA HOMES CORP388,224458,224+70,0005,1016,6582.89%+1,557
KIMBELL RTY PARTNERS LP(KRP)1,885,7651,913,865+28,10028,38129,70312.91%+1,322
ACCEL ENTERTAINMENT INC(ACEL)300,482300,48203,0863,5431.54%+457
ALLIENT INC50,00050,00001,5111,7840.78%+274
PLAYAGS INC345,377345,37702,9123,1011.35%+190
INOTIV INC0004176050.26%+188
TRUECAR INC1,723,8001,723,80005,9645,8442.54%-121
DULUTH HLDGS INC519,753493,553-26,2002,7962,4181.05%-378
PERFORMANT FINL CORP3,261,6753,261,675010,1939,5894.17%-603
SUPERIOR INDS INTL INC4,380,9404,380,940014,01912,7055.52%-1,314
LEGACY HOUSING CORP500,798515,450+14,65212,63011,0924.82%-1,538
SP PLUS CORP208,750173,750-35,00010,6989,0733.94%-1,625
CULP INC586,169324,669-261,5003,3941,5580.68%-1,836
CENTURY CASINOS INC1,095,9001,095,90005,3483,4631.51%-1,885
CARRIAGE SVCS INC179,46632,900-146,5664,4888900.39%-3,599
NOODLES & CO6,965,2916,965,291021,94113,3045.78%-8,637
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