Mill Road Capital Management LLC
CIK 1512275 · Holdings on Dec 31, 2025 · First reported Feb 17, 2026
Top ten holdings
Q4 2025- 41586410722.26%
- MG12.57%
- ALTG11.73%
- BZH10.05%
- GO5.95%
- BXC4.93%
- RSVR4.61%
- QNST4.43%
- KRP3.76%
- NDLS2.92%
Share classes counted separately83.21%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 415864107Weight increased · +8.44 pp13.82% → 22.26%Shares 0 (0.00%)
- GOWeight increased · +5.66 pp0.29% → 5.95%Shares +956.59K (+2740.95%)
- ALTGWeight decreased · -4.46 pp16.19% → 11.73%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 415864107ENVIRI CORP View history and evidence | $37.47M | 22.26% | 2.09M shares | 13.82% → 22.26%+8.44 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | MGMISTRAS GROUP INC View history and evidence | $21.16M | 12.57% | 1.67M shares | 8.57% → 12.57%+4.00 pp +300 (+0.02%) | Added | ↗▾ |
| 03 | ALTGALTA EQUIPMENT GROUP INCCOMMON STOCK View history and evidence | $19.75M | 11.73% | 4.29M shares | 16.19% → 11.73%-4.46 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | BZHBEAZER HOMES USA INCCOM NEW View history and evidence | $16.91M | 10.05% | 834.47K shares | 10.41% → 10.05%-0.36 pp +20.00K (+2.46%) | Added | ↗▾ |
| 05 | GOGROCERY OUTLET HOLDING CORP View history and evidence | $10.01M | 5.95% | 991.49K shares | 0.29% → 5.95%+5.66 pp +956.59K (+2740.95%) | Added | ↗▾ |
| 06 | BXCBLUELINX HOLDINGS INCCOM NEW View history and evidence | $8.29M | 4.93% | 134.96K shares | 4.87% → 4.93%+0.06 pp +7.10K (+5.55%) | Added | ↗▾ |
| 07 | RSVRRESERVOIR MEDIA INC View history and evidence | $7.76M | 4.61% | 1.03M shares | 1.39% → 4.61%+3.22 pp +697.69K (+212.87%) | Added | ↗▾ |
| 08 | QNSTQUINSTREET INC View history and evidence | $7.46M | 4.43% | 518.88K shares | 2.95% → 4.43%+1.48 pp +152.20K (+41.51%) | Added | ↗▾ |
| 09 | KRPKIMBELL ROYALTY PARTNERS LPUNIT View history and evidence | $6.33M | 3.76% | 538.20K shares | 4.27% → 3.76%-0.51 pp -70.00K (-11.51%) | Reduced | ↗▾ |
| 10 | NDLSNOODLES & COCOM CL A View history and evidence | $4.92M | 2.92% | 6.97M shares | 2.31% → 2.92%+0.61 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PFMT PERFORMANT FINANCIAL CORP | Non-derivative | -3,261,675 | -$25.21M | SEC filing ↗ | SEC filing ↗ |
| ZIMV ZIMVIE INC | Non-derivative | -187,430 | -$3.55M | SEC filing ↗ | SEC filing ↗ |
| TTAM TITAN AMERICA SA | Non-derivative | -47,100 | -$703.67K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1512275 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-02-17
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 168320575
}Take these holdings further.
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