Mill Road Capital Management LLC 13F 持仓 · 2026年Q2
Mill Road Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 22 只证券，申报市值合计 2.03 亿美元。前几大持仓：MG（16.64%）、ALTG（13.97%）、GO（12.09%）。本季前 25 大持仓中：增持 7 只、减持 6 只、清仓 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MG | MISTRAS GROUP INC | $33.7M | 16.64% | 1.9M | 增持 |
| 2 | ALTG | ALTA EQUIPMENT GROUP INC | $28.3M | 13.97% | 4.4M | 持平 |
| 3 | GO | GROCERY OUTLET HLDG | $24.5M | 12.09% | 2.5M | 增持 |
| 4 | BZH | BEAZER HOMES USA INC | $23.6M | 11.65% | 841,235 | 增持 |
| 5 | NVRI | ENVIRI CORP | $15.3M | 7.54% | 695,264 | 减持 |
| 6 | NDLS | NOODLES & CO | $13.0M | 6.43% | 870,660 | 持平 |
| 7 | BWMN | BOWMAN CONSULTING GROUP LTD | $9.7M | 4.81% | 333,872 | 增持 |
| 8 | LCUT | LIFETIME BRANDS INC | $8.6M | 4.23% | 1.0M | 减持 |
| 9 | BXC | BLUELINX HLDGS INC | $8.4M | 4.12% | 134,964 | 持平 |
| 10 | QNST | QUINSTREET INC | $7.6M | 3.75% | 518,879 | 持平 |
| 11 | MATW | MATTHEWS INTL CORP | $5.5M | 2.72% | 204,615 | 增持 |
| 12 | BBCP | CONCRETE PUMPING HLDGS INC | $5.2M | 2.56% | 430,805 | 持平 |
| 13 | ARHS | ARHAUS INC | $4.4M | 2.19% | 526,900 | 增持 |
| 14 | FWRD | FORWARD AIR CORP | $3.9M | 1.95% | 292,250 | 增持 |
| 15 | CVEO | CIVEO CORP | $3.3M | 1.61% | 93,138 | 减持 |
| 16 | KRP | KIMBELL RTY PARTNERS LP | $3.1M | 1.55% | 215,495 | 减持 |
| 17 | CNTY | CENTURY CASINOS INC | $1.4M | 0.69% | 1.1M | 持平 |
| 18 | CULP | CULP INC | $1.0M | 0.50% | 324,669 | 持平 |
| 19 | RSVR | RESERVOIR MEDIA INC | $888,696 | 0.44% | 89,858 | 减持 |
| 20 | PZZA | PAPA JOHNS INTL INC | $603,028 | 0.30% | 16,400 | 减持 |
| 21 | BLBD | BLUE BIRD CORP | $457,968 | 0.23% | 5,800 | 持平 |
| 22 | AIOT | POWERFLEET INC | $57,833 | 0.03% | 15,100 | 持平 |
| 23 | NOTVQ | INOTIV INC | $0 | 0.00% | 0 | 清仓 |
| 24 | PLAB | PHOTRONICS | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR