Mill Road Capital Management LLC
Greenwich CT · SEC CIK 0001512275
$1.91亿2026Q1 申报市值
24持仓数
82.8%前十大占比 · 第一大 21.5%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GO 加仓+$972.48万
BWMN 新建仓+$598.19万
MG 加仓+$292.49万
ARHS 新建仓+$273.84万
MATW 加仓+$106.12万
2026Q1 卖出最多 按季末市值估算
NOODLES & CO 重新持有-$5,210.91万
KRP 减仓-$458.55万
RSVR 减仓-$455.01万
NGS 清仓-$366.79万
TRUECAR INC 清仓-$200.25万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | ENVIRI CORP | $4,102.04万 | 21.50% | 2,090,743 | 0 | 0.0% | — | 不变 |
| MG | MISTRAS GROUP INC | $2,764.72万 | 14.49% | 1,870,580 | 197,899 | 11.8% | $292.49万 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $2,348.41万 | 12.31% | 4,373,208 | 80,000 | 1.9% | $42.96万 | 加仓 |
| GO | GROCERY OUTLET HLDG | $1,671.48万 | 8.76% | 2,370,897 | 1,379,404 | 139.1% | $972.48万 | 加仓 |
| — | BEAZER HOMES USA INC | $1,612.38万 | 8.45% | 838,035 | 3,561 | 0.4% | $6.85万 | 加仓 |
| — | NOODLES & CO | $744.41万 | 3.90% | 870,660 | -6,094,631 | -87.5% | -$5,210.91万 | 重新持有 |
| BXC | BLUELINX HLDGS INC | $731.24万 | 3.83% | 134,964 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC | $623.17万 | 3.27% | 518,879 | 0 | 0.0% | — | 不变 |
| — | LIFETIME BRANDS INC | $611.77万 | 3.21% | 1,065,810 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $598.19万 | 3.13% | 210,333 | 210,333 | — | $598.19万 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC | $548.88万 | 2.88% | 560,658 | -464,774 | -45.3% | -$455.01万 | 减仓 |
| MATW | MATTHEWS INTL CORP | $445.95万 | 2.34% | 172,715 | 41,100 | 31.2% | $106.12万 | 加仓 |
| FWRD | FORWARD AIR CORP | $378.90万 | 1.99% | 226,750 | 59,100 | 35.3% | $98.76万 | 加仓 |
| PLAB | PHOTRONICS | $324.09万 | 1.70% | 80,200 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $320.21万 | 1.68% | 221,295 | -316,900 | -58.9% | -$458.55万 | 减仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $307.59万 | 1.61% | 430,805 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $273.84万 | 1.44% | 403,900 | 403,900 | — | $273.84万 | 新建仓 |
| CVEO | CIVEO CORP | $269.20万 | 1.41% | 101,738 | 10,062 | 11.0% | $26.62万 | 加仓 |
| — | CENTURY CASINOS INC | $152.33万 | 0.80% | 1,095,900 | 0 | 0.0% | — | 不变 |
| PZZA | PAPA JOHNS INTL INC | $103.39万 | 0.54% | 31,900 | 31,900 | — | $103.39万 | 新建仓 |
| — | CULP INC | $88.96万 | 0.47% | 324,669 | 0 | 0.0% | — | 不变 |
| BLBD | BLUE BIRD CORP | $32.94万 | 0.17% | 5,800 | 0 | 0.0% | — | 不变 |
| — | INOTIV INC | $23.46万 | 0.12% | 1,000,000 | 0 | 0.0% | — | 不变 |
| AIOT | POWERFLEET INC | $4.65万 | 0.02% | 15,100 | 100 | 0.7% | $308 | 加仓 |
| — | NOODLES & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NGS | NATURAL GAS SVCS GROUP INC | $0 | 0.00% | 0 | -109,000 | -100.0% | -$366.79万 | 清仓 |
| — | TRUECAR INC | $0 | 0.00% | 0 | -886,075 | -100.0% | -$200.25万 | 清仓 |