Mill Road Capital Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Mill Road Capital Management LLC held in its portfolio 22 assets valued at $168,320,575 (i.e. $168.32M).

The most valuable assets in the portfolio included: ENVIRI CORP ($37.47M), MISTRAS GROUP INC ($21.16M), and ALTA EQUIPMENT GROUP INC ($19.75M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Mill Road Capital Management LLC Portfolio

ENVIRI CORP

MISTRAS GROUP INC

ALTA EQUIPMENT GROUP INC

BEAZER HOMES USA INC

GROCERY OUTLET HLDG

BLUELINX HLDGS INC

RESERVOIR MEDIA INC

QUINSTREET INC

KIMBELL RTY PARTNERS LP

NOODLES & CO

Mill Road Capital Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ENVIRI CORP	2090743	37466115	COM
MISTRAS GROUP INC	1672681	21159415	COM
ALTA EQUIPMENT GROUP INC	4293208	19748757	COMMON STOCK
BEAZER HOMES USA INC	834474	16914788	COM NEW
GROCERY OUTLET HLDG	991493	10014079	COM
BLUELINX HLDGS INC	134964	8290838	COM NEW
RESERVOIR MEDIA INC	1025432	7762520	COM
QUINSTREET INC	518879	7456291	COM
KIMBELL RTY PARTNERS LP	538195	6329173	UNIT
NOODLES & CO	6965291	4917495	COM CL A
LIFETIME BRANDS INC	1065810	4209949	COM
FORWARD AIR CORP	167650	4191250	COM
NATURAL GAS SVCS GROUP INC	109000	3667850	COM
MATTHEWS INTL CORP	131615	3437784	COM CL A
CONCRETE PUMPING HLDGS INC	430805	2890702	COM
PHOTRONICS	80200	2566400	COM
CIVEO CORP	91676	2096630	COM NEW
TRUECAR INC	886075	2002530	COM
CENTURY CASINOS INC	1095900	1457547	COM
CULP INC	324669	1155822	COM
BLUE BIRD CORP	5800	272600	COM
POWERFLEET INC	15000	79800	COM