Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mill Road Capital Management LLC (CIK 1512275) reported $190.8M across 24 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVRI ($41.0M, 21.50%), MG ($27.6M, 14.49%), ALTG ($23.5M, 12.31%), GO ($16.7M, 8.76%), BZH ($16.1M, 8.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVRI | ENVIRI CORP | $41.0M | 21.50% | 2.1M | Hold |
| 2 | MG | MISTRAS GROUP INC | $27.6M | 14.49% | 1.9M | Added |
| 3 | ALTG | ALTA EQUIPMENT GROUP INC | $23.5M | 12.31% | 4.4M | Added |
| 4 | GO | GROCERY OUTLET HLDG | $16.7M | 8.76% | 2.4M | Added |
| 5 | BZH | BEAZER HOMES USA INC | $16.1M | 8.45% | 838,035 | Added |
| 6 | NDLS | NOODLES & CO | $7.4M | 3.90% | 870,660 | Trimmed |
| 7 | BXC | BLUELINX HLDGS INC | $7.3M | 3.83% | 134,964 | Hold |
| 8 | QNST | QUINSTREET INC | $6.2M | 3.27% | 518,879 | Hold |
| 9 | LCUT | LIFETIME BRANDS INC | $6.1M | 3.21% | 1.1M | Hold |
| 10 | BWMN | BOWMAN CONSULTING GROUP LTD | $6.0M | 3.13% | 210,333 | New |
| 11 | RSVR | RESERVOIR MEDIA INC | $5.5M | 2.88% | 560,658 | Trimmed |
| 12 | MATW | MATTHEWS INTL CORP | $4.5M | 2.34% | 172,715 | Added |
| 13 | FWRD | FORWARD AIR CORP | $3.8M | 1.99% | 226,750 | Added |
| 14 | PLAB | PHOTRONICS | $3.2M | 1.70% | 80,200 | Hold |
| 15 | KRP | KIMBELL RTY PARTNERS LP | $3.2M | 1.68% | 221,295 | Trimmed |
| 16 | BBCP | CONCRETE PUMPING HLDGS INC | $3.1M | 1.61% | 430,805 | Hold |
| 17 | ARHS | ARHAUS INC | $2.7M | 1.44% | 403,900 | New |
| 18 | CVEO | CIVEO CORP | $2.7M | 1.41% | 101,738 | Added |
| 19 | CNTY | CENTURY CASINOS INC | $1.5M | 0.80% | 1.1M | Hold |
| 20 | PZZA | PAPA JOHNS INTL INC | $1.0M | 0.54% | 31,900 | New |
| 21 | CULP | CULP INC | $889,593 | 0.47% | 324,669 | Hold |
| 22 | BLBD | BLUE BIRD CORP | $329,382 | 0.17% | 5,800 | Hold |
| 23 | NOTV | INOTIV INC | $234,560 | 0.12% | 1.0M | Hold |
| 24 | AIOT | POWERFLEET INC | $46,508 | 0.02% | 15,100 | Added |
| 25 | NGS | NATURAL GAS SVCS GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31