Holdings
Mill Road Capital Management LLC
As of Jun 30, 2026, Mill Road Capital Management LLC reported 21 positions worth US$190M. Largest: Mistras Group Inc, Alta Equipment Group Inc. and Grocery Outlet Holding Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Mistras Group Inc | 1.93M | US$33.7M | +58,929 | Jun 30, 2026 |
| Alta Equipment Group Inc. | 4.37M | US$28.3M | no change | Jun 30, 2026 |
| Grocery Outlet Holding Corp. | 2.45M | US$24.5M | +83,000 | Jun 30, 2026 |
| Beazer Homes Usa, Inc. | 841K | US$23.6M | +3,200 | Jun 30, 2026 |
| Enviri Corporation | 695K | US$15.3M | −1.4M | Jun 30, 2026 |
| Bowman Consulting Group Ltd. | 334K | US$9.75M | +124K | Jun 30, 2026 |
| Lifetime Brands, Inc. | 1M | US$8.57M | −61,164 | Jun 30, 2026 |
| Bluelinx Holdings Inc. | 135K | US$8.35M | no change | Jun 30, 2026 |
| Quinstreet, Inc. | 519K | US$7.6M | no change | Jun 30, 2026 |
| Matthews International Corporation | 205K | US$5.51M | +31,900 | Jun 30, 2026 |