Investor
Mill Road Capital Management LLC
CIK 0001512275 · filed 2026-05-15 · SEC filing
13F book
$190.8M
Positions
24
3 new · 2 sold
Largest name
21.5%
Enviri Corp · NVRI
Est. mark
$14.5M
Price effect on 21 names still held. Flow $8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Enviri Corp | NVRI | 2.09M | $41M | 21.5% | $3.55M | Held |
| Mistras Group, Inc. | MG | 1.87M | $27.6M | 14.5% | $3.56M | Added$6.49M |
| Alta Equipment Group Inc | — | 4.37M | $23.5M | 12.3% | $3.31M | Added$3.74M |
| Grocery Outlet Hldg Corp | — | 2.37M | $16.7M | 8.8% | −$3.02M | Added$6.7M |
| Beazer Homes Usa Inc | BZH | 838K | $16.1M | 8.5% | −$859.5K | Added−$791K |
| Noodles & Co | NDLS | 870.7K | $7.44M | 3.9% | $6.83M | Cut$2.53M |
| Bluelinx Hldgs Inc | — | 135K | $7.31M | 3.8% | −$978.5K | Held |
| Quinstreet, Inc | QNST | 518.9K | $6.23M | 3.3% | −$1.22M | Held |
| Lifetime Brands, Inc | LCUT | 1.07M | $6.12M | 3.2% | $1.91M | Held |
| Bowman Consulting Group Ltd. | BWMN | 210.3K | $5.98M | 3.1% | — | New |
| Reservoir Media Inc | — | 560.7K | $5.49M | 2.9% | $1.24M | Cut−$2.27M |
| Matthews Intl Corp | — | 172.7K | $4.46M | 2.3% | −$39.5K | Added$1.02M |
| Forward Air Corp | FWRD | 226.8K | $3.79M | 2.0% | −$1.39M | Added−$402.3K |
| Photronics Inc | PLAB | 80.2K | $3.24M | 1.7% | $674.5K | Held |
| Kimbell Rty Partners Lp | — | 221.3K | $3.2M | 1.7% | $599.7K | Cut−$3.13M |
| Concrete Pumping Hldgs Inc | — | 430.8K | $3.08M | 1.6% | $185.2K | Held |
| Arhaus, Inc. | ARHS | 403.9K | $2.74M | 1.4% | — | New |
| Civeo Corp Cda | — | 101.7K | $2.69M | 1.4% | $329.1K | Added$595.4K |
| Century Casinos Inc /Co/ | CNTY | 1.1M | $1.52M | 0.8% | $65.8K | Held |
| Papa Johns Intl Inc | — | 31.9K | $1.03M | 0.5% | — | New |
| Culp Inc | CULP | 324.7K | $889.6K | 0.5% | −$266.2K | Held |
| Blue Bird Corp | BLBD | 5.8K | $329.4K | 0.2% | $56.8K | Held |
| Inotiv, Inc. | NOTVQ | 1M | $234.6K | 0.1% | $2.32K | Held |
| Powerfleet, Inc. | AIOT | 15.1K | $46.5K | 0.0% | −$33.6K | Added−$33.3K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.