StockDriftsStockDriftsTop 23 Mill Road Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVRI | ENVIRI CORP | 21.5% | 2.09M | $41.0M | +0.00%(+0) | $9.02(+115.01%) | 2026-03-31 | |
| MG | MISTRAS GROUP INC | 14.49% | 1.87M | $27.6M | +11.83%(+197.90K) | $7.51(+126.22%) | 2026-03-31 | |
| ALTG | ALTA EQUIPMENT GROUP INC | 12.31% | 4.37M | $23.5M | +1.86%(+80.00K) | $11.42(-44.05%) | 2026-03-31 | |
| GO | GROCERY OUTLET HLDG | 8.76% | 2.37M | $16.7M | +139.12%(+1.38M) | $10.47(-29.31%) | 2026-03-31 | |
| BZH | BEAZER HOMES USA INC | 8.45% | 838.0K | $16.1M | +0.43%(+3.56K) | $29.18(-24.19%) | 2026-03-31 | |
| NDLS | NOODLES & CO | 3.9% | 870.7K | $7.4M | -87.50%(-6.09M) | $38.92(-67.65%) | 2026-03-31 | |
| BXC | BLUELINX HLDGS INC | 3.83% | 135.0K | $7.3M | +0.00%(+0) | $87.91(-42.51%) | 2026-03-31 | |
| QNST | QUINSTREET INC | 3.27% | 518.9K | $6.2M | +0.00%(+0) | $15.61(-27.74%) | 2026-03-31 | |
| LCUT | LIFETIME BRANDS INC | 3.21% | 1.07M | $6.1M | +0.00%(+0) | $17.40(-57.87%) | 2026-03-31 | |
| BWMN | BOWMAN CONSULTING GROUP LTD | 3.13% | 210.3K | $6.0M | new | $27.66(+12.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.45% | -1.34% |
| Top 20 Holdings Unweighted | +7.41% | +23.92% |
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