The Analysis of Mill Road Capital Management LLC's Holdings


Currently, Mill Road Capital Management LLC holds 25 types of securities in its portfolio with a total value $192.0M. In the most recent quarter, they have increased their positions in FWRD (+127.7K shares, valued at $3.3M), RSVR (+304.6K shares, valued at $2.5M), QNST (+36.7K shares, valued at $567.5K); decreased their positions in KRP (-68.0K shares, valued at $917.3K), BZH (-2.0K shares, valued at $48.7K); initiated new positions in FWRD (+127.7K shares, valued at $3.3M), CVEO (+14.0K shares, valued at $322.0K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALTG ALTA EQUIPMENT GROUP INC4.3M shares0.00%2025-09-302025-11-14history
NVRI ENVIRI CORP2.1M shares0.77%2025-09-302025-11-14history
PHLT PERFORMANT HEALTHCARE INC3.3M shares0.00%2025-09-302025-11-14history
BZH BEAZER HOMES USA INC814.5K shares-0.24%2025-09-302025-11-14history
MG MISTRAS GROUP INC1.7M shares0.28%2025-09-302025-11-14history
NGS NATURAL GAS SVCS GROUP INC404.7K shares0.00%2025-09-302025-11-14history
BXC BLUELINX HLDGS INC127.9K shares0.00%2025-09-302025-11-14history
KRP KIMBELL RTY PARTNERS LP608.2K shares-10.06%2025-09-302025-11-14history
Sponsored
PLAB PHOTRONICS INC324.6K shares0.00%2025-09-302025-11-14history
QNST QUINSTREET INC366.7K shares11.12%2025-09-302025-11-14history
NDLS NOODLES & CO7.0M shares0.00%2025-09-302025-11-14history
LCUT LIFETIME BRANDS INC1.1M shares0.00%2025-09-302025-11-14history
ZIMV ZIMVIE INC187.4K shares0.00%2025-09-302025-11-14history
FWRD FORWARD AIR CORP127.7K sharesnew addition2025-09-302025-11-14history
TRUE TRUECAR INC1.7M shares0.00%2025-09-302025-11-14history
BBCP CONCRETE PUMPING HLDGS INC429.0K shares0.00%2025-09-302025-11-14history
Sponsored
CNTY CENTURY CASINOS INC1.1M shares0.00%2025-09-302025-11-14history
RSVR RESERVOIR MEDIA INC327.7K shares1318.88%2025-09-302025-11-14history
CULP CULP INC324.7K shares0.00%2025-09-302025-11-14history
TTAM TITAN AMER SA47.1K shares23.62%2025-09-302025-11-14history
GO GROCERY OUTLET HLDG CORP34.9K shares249.00%2025-09-302025-11-14history
BLBD BLUE BIRD CORP5.8K shares0.00%2025-09-302025-11-14history
CVEO CIVEO CORP14.0K sharesnew addition2025-09-302025-11-14history
INOTIV INC INOTIV INC1.0M shares0.00%2025-09-302025-11-14history
Sponsored
AIOT POWERFLEET INC15.0K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available