Mill Road Capital Management LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$168.3M
Holdings
23
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVRIENVIRI CORP | 2,090,743 | $37.5M | 22.26% | |
| 2 | MGMISTRAS GROUP INC | 1,672,681 | $21.2M | 12.57% | |
| 3 | ALTGALTA EQUIPMENT GROUP INC | 4,293,208 | $19.7M | 11.73% | |
| 4 | BZHBEAZER HOMES USA INC | 834,474 | $16.9M | 10.05% | |
| 5 | GOGROCERY OUTLET HLDG | 991,493 | $10.0M | 5.95% | |
| 6 | BXCBLUELINX HLDGS INC | 134,964 | $8.3M | 4.93% | |
| 7 | RSVRRESERVOIR MEDIA INC | 1,025,432 | $7.8M | 4.61% | |
| 8 | QNSTQUINSTREET INC | 518,879 | $7.5M | 4.43% | |
| 9 | KRPKIMBELL RTY PARTNERS LP | 538,195 | $6.3M | 3.76% | |
| 10 | NDLSUSDNOODLES & CO | 6,965,291 | $4.9M | 2.92% | |
| 11 | LCUTLIFETIME BRANDS INC | 1,065,810 | $4.2M | 2.50% | |
| 12 | FWRDFORWARD AIR CORP | 167,650 | $4.2M | 2.49% | |
| 13 | NGSNATURAL GAS SVCS GROUP INC | 109,000 | $3.7M | 2.18% | |
| 14 | MATWMATTHEWS INTL CORP | 131,615 | $3.4M | 2.04% | |
| 15 | BBCPCONCRETE PUMPING HLDGS INC | 430,805 | $2.9M | 1.72% | |
| 16 | PLABPHOTRONICS | 80,200 | $2.6M | 1.52% | |
| 17 | CVEOCIVEO CORP | 91,676 | $2.1M | 1.25% | |
| 18 | 5TCTRUECAR INC | 886,075 | $2.0M | 1.19% | |
| 19 | CNTCENTURY CASINOS INC | 1,095,900 | $1.5M | 0.87% | |
| 20 | CULPCULP INC | 324,669 | $1.2M | 0.69% | |
| 21 | BLBDBLUE BIRD CORP | 5,800 | $272K | 0.16% | |
| 22 | NOTV 3.25 10/15/27INOTIV INC | 1,000,000 | $232K | 0.14% | |
| 23 | AIOTPOWERFLEET INC | 15,000 | $79K | 0.05% |