Fund Holdings — Mill Road Capital Management LLC

Total Portfolio Value
$192.05M
Total Bought
$18.73M
Total Sold
$5.50M
Net Transaction
+$13.23M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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PERFORMANT HEALTHCARE INC3,261,6753,261,675013,04725,21313.13%+12,166
ENVIRI CORP(NVRI)2,074,8492,090,743+15,89418,01026,53213.82%+8,522
ALTA EQUIPMENT GROUP INC(ALTG)4,293,2084,293,208027,13331,08316.19%+3,950
FORWARD AIR CORP(FWRD)0127,650+127,65003,2731.70%+3,273
MISTRAS GROUP INC(MG)1,667,6811,672,381+4,70013,35816,4568.57%+3,098
RESERVOIR MEDIA INC(RSVR)23,099327,746+304,6471772,6681.39%+2,491
ZIMVIE INC187,430187,43001,7523,5501.85%+1,797
BEAZER HOMES USA INC(BZH)816,458814,474-1,98418,26419,99510.41%+1,731
PHOTRONICS INC(PLAB)324,620324,62006,1137,4503.88%+1,337
NATURAL GAS SVCS GROUP INC(NGS)404,745404,745010,44611,3295.90%+882
CENTURY CASINOS INC(CNTY)1,095,9001,095,90002,3182,8601.49%+542
GROCERY OUTLET HLDG CORP(GO)10,00034,900+24,9001245600.29%+436
CONCRETE PUMPING HLDGS INC(BBCP)429,005429,00502,6383,0241.57%+386
QUINSTREET INC(QNST)329,996366,679+36,6835,3135,6732.95%+360
CIVEO CORP(CVEO)014,000+14,00003220.17%+322
TITAN AMER SA
COMMON SHARES
38,10047,100+9,0004757040.37%+228
CULP INC(CULP)324,669324,66901,2761,4480.75%+172
BLUE BIRD CORP5,8005,80002503340.17%+83
POWERFLEET INC(AIOT)15,00015,000065790.04%+14
INOTIV INC0002392220.12%-17
TRUECAR INC1,723,8001,723,80003,2753,1721.65%-103
BLUELINX HLDGS INC(BXC)127,864127,86409,5119,3444.87%-166
NOODLES & CO(NDLS)6,965,2916,965,29104,9654,4272.31%-538
KIMBELL RTY PARTNERS LP(KRP)676,195608,195-68,0009,4408,2054.27%-1,235
LIFETIME BRANDS INC(LCUT)1,065,8101,065,81005,4364,1252.15%-1,311
BOWMAN CONSULTING GROUP LTD(BWMN)88,0070-88,0072,5300—-2,530
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Mill Road Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail