Mill Road Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PERFORMANT HEALTHCARE INC | 3,261,675 | 3,261,675 | 0 | 13,046,700 | 25,212,748 | 13.13% | +12,166,048 |
| ENVIRI CORP | 2,074,849 | 2,090,743 | +15,894 | 18,009,689 | 26,531,529 | 13.82% | +8,521,840 |
| ALTA EQUIPMENT GROUP INC | 4,293,208 | 4,293,208 | 0 | 27,133,075 | 31,082,826 | 16.19% | +3,949,751 |
| FORWARD AIR CORP | 0 | 127,650 | +127,650 | 0 | 3,272,946 | 1.70% | +3,272,946 |
| MISTRAS GROUP INC | 1,667,681 | 1,672,381 | +4,700 | 13,358,125 | 16,456,229 | 8.57% | +3,098,104 |
| RESERVOIR MEDIA INC | 23,099 | 327,746 | +304,647 | 177,169 | 2,667,852 | 1.39% | +2,490,683 |
| ZIMVIE INC | 187,430 | 187,430 | 0 | 1,752,471 | 3,549,924 | 1.85% | +1,797,453 |
| BEAZER HOMES USA INC(BZH) | 816,458 | 814,474 | -1,984 | 18,264,165 | 19,995,337 | 10.41% | +1,731,172 |
| PHOTRONICS INC(PLAB) | 324,620 | 324,620 | 0 | 6,112,595 | 7,450,029 | 3.88% | +1,337,434 |
| NATURAL GAS SVCS GROUP INC | 404,745 | 404,745 | 0 | 10,446,468 | 11,328,813 | 5.90% | +882,345 |
| CENTURY CASINOS INC | 1,095,900 | 1,095,900 | 0 | 2,317,829 | 2,860,299 | 1.49% | +542,470 |
| GROCERY OUTLET HLDG CORP(GO) | 10,000 | 34,900 | +24,900 | 124,200 | 560,145 | 0.29% | +435,945 |
| CONCRETE PUMPING HLDGS INC | 429,005 | 429,005 | 0 | 2,638,381 | 3,024,485 | 1.57% | +386,104 |
| QUINSTREET INC(QNST) | 329,996 | 366,679 | +36,683 | 5,312,936 | 5,672,524 | 2.95% | +359,588 |
| CIVEO CORP | 0 | 14,000 | +14,000 | 0 | 322,000 | 0.17% | +322,000 |
| TITAN AMER SA | 38,100 | 47,100 | +9,000 | 475,488 | 703,674 | 0.37% | +228,186 |
| CULP INC | 324,669 | 324,669 | 0 | 1,275,949 | 1,448,024 | 0.75% | +172,075 |
| BLUE BIRD CORP | 5,800 | 5,800 | 0 | 250,328 | 333,790 | 0.17% | +83,462 |
| POWERFLEET INC | 15,000 | 15,000 | 0 | 64,650 | 78,600 | 0.04% | +13,950 |
| INOTIV INC | 0 | 0 | 0 | 239,141 | 221,807 | 0.12% | -17,334 |
| TRUECAR INC | 1,723,800 | 1,723,800 | 0 | 3,275,220 | 3,171,792 | 1.65% | -103,428 |
| BLUELINX HLDGS INC | 127,864 | 127,864 | 0 | 9,510,524 | 9,344,301 | 4.87% | -166,223 |
| NOODLES & CO | 6,965,291 | 6,965,291 | 0 | 4,964,859 | 4,427,138 | 2.31% | -537,721 |
| KIMBELL RTY PARTNERS LP(KRP) | 676,195 | 608,195 | -68,000 | 9,439,682 | 8,204,551 | 4.27% | -1,235,131 |
| LIFETIME BRANDS INC | 1,065,810 | 1,065,810 | 0 | 5,435,631 | 4,124,685 | 2.15% | -1,310,946 |
| BOWMAN CONSULTING GROUP LTD | 88,007 | 0 | -88,007 | 2,530,201 | 0 | — | -2,530,201 |