Mill Road Capital Management LLC holds a concentrated book of 24 stocks worth $190.8M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Bowman Consulting Group Ltd and trimmed Noodles & Co. Their largest long position is Enviri Corp at 21% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1512275/holdings"
Use Arkolith to show Mill Road Capital Management LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
96% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Enviri Corp COM | $41.0M | 2.09M | 21.5% | —Held | |
| 2 | Mistras Group Inc COM | $27.6M | 1.87M | 14.5% | ▲+12% Added · +198K sh | |
| 3 | Alta Equipment Group Inc COMMON STOCK | $23.5M | 4.37M | 12.3% | ▲+1.9% Added · +80K sh | |
| 4 | Grocery Outlet Hldg COM | $16.7M | 2.37M | 8.8% | ▲+139% Added · +1.4M sh | |
| 5 | Beazer Homes USA Inc COM NEW | $16.1M | 838.0K | 8.4% | ▲+0.4% Added · +4K sh | |
| 6 | Noodles & Co COM CL A | $7.4M | 870.7K | 3.9% | ▼−88% Reduced · −6.1M sh | |
| 7 | Bluelinx Hldgs Inc COM NEW | $7.3M | 135.0K | 3.8% | —Held | |
| 8 | Quinstreet Inc COM | $6.2M | 518.9K | 3.3% | —Held | |
| 9 | Lifetime Brands Inc COM | $6.1M | 1.07M | 3.2% | —Held | |
| 10 | Bowman Consulting Group Ltd COM | $6.0M | 210.3K | 3.1% | ▲New New position | |
| 11 | Reservoir Media Inc COM | $5.5M | 560.7K | 2.9% | ▼−45% Reduced · −465K sh | |
| 12 | Matthews Intl Corp COM CL A | $4.5M | 172.7K | 2.3% | ▲+31% Added · +41K sh | |
| 13 | Forward Air Corp COM | $3.8M | 226.8K | 2.0% | ▲+35% Added · +59K sh | |
| 14 | Photronics COM | $3.2M | 80.2K | 1.7% | —Held | |
| 15 | Kimbell Rty Partners LP UNIT | $3.2M | 221.3K | 1.7% | ▼−59% Reduced · −317K sh | |
| 16 | Concrete Pumping Hldgs Inc COM | $3.1M | 430.8K | 1.6% | —Held | |
| 17 | Arhaus Inc COM CL A | $2.7M | 403.9K | 1.4% | ▲New New position | |
| 18 | Civeo Corp COM NEW | $2.7M | 101.7K | 1.4% | ▲+11% Added · +10K sh | |
| 19 | Century Casinos Inc COM | $1.5M | 1.10M | 0.8% | —Held | |
| 20 | Papa Johns Intl Inc COM | $1.0M | 31.9K | 0.5% | ▲New New position | |
| 21 | Culp Inc COM | $890K | 324.7K | 0.5% | —Held | |
| 22 | Blue Bird Corp COM | $329K | 5.8K | 0.2% | —Held | |
| 23 | Inotiv Inc NOTE 3.250%10/1 | $235K | 1.00M | 0.1% | —Held | |
| 24 | Powerfleet Inc COM | $47K | 15.1K | 0.0% | ▲+0.7% Added · +100 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.