Fund HoldingsMill Road Capital Management LLC

Total Portfolio Value
$218.92M
Total Bought
$38.95M
Total Sold
$14.54M
Net Transaction
+$24.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ALTA EQUIPMENT GROUP INC1,910,9792,361,002+450,02323,04629,20613.34%+6,159
NOODLES & CO6,945,5916,965,291+19,70017,08621,94110.02%+4,855
BLUELINX HLDGS INC118,474124,274+5,8009,72614,0816.43%+4,356
LEGACY HOUSING CORP466,800500,798+33,9989,06112,6305.77%+3,570
LANDSEA HOMES CORP173,974388,224+214,2501,5645,1012.33%+3,537
QUINSTREET INC(QNST)480,147583,118+102,9714,3077,4763.41%+3,169
MISTRAS GROUP INC1,505,1221,514,901+9,7798,20311,0895.07%+2,886
PERFORMANT FINL CORP3,261,6753,261,67507,37110,1934.66%+2,821
TRUECAR INC1,637,7001,723,800+86,1003,3905,9642.72%+2,574
ACCEL ENTERTAINMENT INC(ACEL)78,477300,482+222,0058593,0861.41%+2,227
KIMBELL RTY PARTNERS LP(KRP)1,642,0041,885,765+243,76126,27228,38112.96%+2,109
ALLIENT INC050,000+50,00001,5110.69%+1,511
NATURAL GAS SVCS GROUP INC921,508921,508013,41714,8186.77%+1,401
LIFETIME BRANDS INC1,208,5031,208,50306,8048,1093.70%+1,305
PLAYAGS INC313,400345,377+31,9772,0432,9121.33%+868
SUPERIOR INDS INTL INC4,348,6404,380,940+32,30013,22014,0196.40%+799
CONCRETE PUMPING HLDGS INC153,884153,88401,3201,2620.58%-58
INOTIV INC0004984170.19%-80
CENTURY CASINOS INC1,095,9001,095,90005,6225,3482.44%-274
CARRIAGE SVCS INC170,666179,466+8,8004,8214,4882.05%-333
CULP INC695,469586,169-109,3003,8813,3941.55%-487
BRIGHTVIEW HLDGS INC(BV)87,7550-87,7556800-680
VILLAGE SUPER MKT INC70,3840-70,3841,5930-1,593
PETIQ INC112,6000-112,6002,2180-2,218
SP PLUS CORP378,058208,750-169,30813,64810,6984.89%-2,949
DULUTH HLDGS INC967,935519,753-448,1825,8172,7961.28%-3,021
AMERICAN AXLE & MFG HLDGS IN494,5710-494,5713,5910-3,591
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