Fund HoldingsMill Road Capital Management LLC

Total Portfolio Value
$187.71M
Total Bought
$23.16M
Total Sold
$25.81M
Net Transaction
-$2.65M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BEAZER HOMES USA INC(BZH)0194,595+194,59505,3472.85%+5,347
SUPERIOR INDS INTL INC4,380,9404,380,940012,70514,2387.59%+1,533
NATURAL GAS SVCS GROUP INC921,508921,508017,90518,5419.88%+636
LANDSEA HOMES CORP458,224772,071+313,8476,6587,0953.78%+437
CULP INC324,669324,66901,5581,4550.77%-104
INOTIV INC0006054870.26%-119
PERFORMANT FINL CORP3,261,6753,261,67509,5899,4595.04%-130
CENTURY CASINOS INC1,095,9001,095,90003,4633,0361.62%-427
CONCRETE PUMPING HLDGS INC469,469544,026+74,5573,7093,2701.74%-439
TRUECAR INC1,723,8001,723,80005,8445,3952.87%-448
ACCEL ENTERTAINMENT INC(ACEL)300,482300,48203,5433,0831.64%-460
ALLIENT INC50,00050,00001,7841,2640.67%-520
DULUTH HLDGS INC493,553493,55302,4181,8210.97%-597
CARRIAGE SVCS INC32,9000-32,9008900-890
MISTRAS GROUP INC1,514,9011,527,120+12,21914,48212,6606.74%-1,823
QUINSTREET INC(QNST)660,805590,805-70,00011,6709,8015.22%-1,868
LIFETIME BRANDS INC1,065,8101,065,810011,1709,1554.88%-2,014
NOODLES & CO6,965,2916,965,291013,30411,0055.86%-2,299
PLAYAGS INC345,3770-345,3773,1010-3,101
BLUELINX HLDGS INC124,274129,274+5,00016,18512,0346.41%-4,151
KIMBELL RTY PARTNERS LP(KRP)1,913,8651,491,380-422,48529,70324,39913.00%-5,304
LEGACY HOUSING CORP515,450240,650-274,80011,0925,5212.94%-5,572
SP PLUS CORP173,7500-173,7509,0730-9,073
ALTA EQUIPMENT GROUP INC3,058,8653,562,994+504,12939,61228,64615.26%-10,966
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