Mill Road Capital Management LLC
Greenwich CT · SEC CIK 0001512275
$2.03亿2026Q2 申报市值
22持仓数
85.2%前十大占比 · 第一大 16.6%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BWMN 加仓+$360.73万
ARHS 加仓+$103.57万
MG 加仓+$102.95万
FWRD 加仓+$88.49万
MATW 加仓+$85.87万
2026Q2 卖出最多 按季末市值估算
ENVIRI CORP 减仓-$3,063.08万
RSVR 减仓-$465.62万
PLAB 清仓-$324.09万
PZZA 减仓-$56.99万
LIFETIME BRANDS 减仓-$52.17万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MG | MISTRAS GROUP INC | $3,370.85万 | 16.64% | 1,929,509 | 58,929 | 3.2% | $102.95万 | 加仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $2,829.47万 | 13.97% | 4,373,208 | 0 | 0.0% | — | 不变 |
| GO | GROCERY OUTLET HLDG | $2,448.99万 | 12.09% | 2,453,897 | 83,000 | 3.5% | $82.83万 | 加仓 |
| — | BEAZER HOMES USA INC | $2,359.66万 | 11.65% | 841,235 | 3,200 | 0.4% | $8.98万 | 加仓 |
| — | ENVIRI CORP | $1,526.10万 | 7.54% | 695,264 | -1,395,479 | -66.7% | -$3,063.08万 | 减仓 |
| — | NOODLES & CO | $1,301.64万 | 6.43% | 870,660 | 0 | 0.0% | — | 不变 |
| BWMN | BOWMAN CONSULTING GROUP LTD | $974.91万 | 4.81% | 333,872 | 123,539 | 58.7% | $360.73万 | 加仓 |
| — | LIFETIME BRANDS INC | $856.96万 | 4.23% | 1,004,646 | -61,164 | -5.7% | -$52.17万 | 减仓 |
| BXC | BLUELINX HLDGS INC | $835.16万 | 4.12% | 134,964 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC | $760.16万 | 3.75% | 518,879 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWS INTL CORP | $550.82万 | 2.72% | 204,615 | 31,900 | 18.5% | $85.87万 | 加仓 |
| BBCP | CONCRETE PUMPING HLDGS INC | $519.12万 | 2.56% | 430,805 | 0 | 0.0% | — | 不变 |
| ARHS | ARHAUS INC | $443.65万 | 2.19% | 526,900 | 123,000 | 30.5% | $103.57万 | 加仓 |
| FWRD | FORWARD AIR CORP | $394.83万 | 1.95% | 292,250 | 65,500 | 28.9% | $88.49万 | 加仓 |
| CVEO | CIVEO CORP | $325.98万 | 1.61% | 93,138 | -8,600 | -8.5% | -$30.10万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $313.11万 | 1.55% | 215,495 | -5,800 | -2.6% | -$8.43万 | 减仓 |
| — | CENTURY CASINOS INC | $140.28万 | 0.69% | 1,095,900 | 0 | 0.0% | — | 不变 |
| — | CULP INC | $100.65万 | 0.50% | 324,669 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC | $88.87万 | 0.44% | 89,858 | -470,800 | -84.0% | -$465.62万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $60.30万 | 0.30% | 16,400 | -15,500 | -48.6% | -$56.99万 | 减仓 |
| BLBD | BLUE BIRD CORP | $45.80万 | 0.23% | 5,800 | 0 | 0.0% | — | 不变 |
| AIOT | POWERFLEET INC | $5.78万 | 0.03% | 15,100 | 0 | 0.0% | — | 不变 |
| PLAB | PHOTRONICS | $0 | 0.00% | 0 | -80,200 | -100.0% | -$324.09万 | 清仓 |
| — | INOTIV INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$23.46万 | 清仓 |