13F HOLDINGS REPORT
Mill Road Capital Management LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000950123-25-002414
Total Value
$208.2M
Positions
25
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 4,269,508 | $27.9M | 13.41% |
| 2 | NATURAL GAS SVCS GROUP INC | 63886Q109 | 792,799 | $21.2M | 10.20% |
| 3 | BEAZER HOMES USA INC | BZH | 666,058 | $18.3M | 8.78% |
| 4 | MISTRAS GROUP INC | MG | 1,724,482 | $15.6M | 7.50% |
| 5 | LANDSEA HOMES CORP | 51509P103 | 1,818,281 | $15.4M | 7.41% |
| 6 | KIMBELL RTY PARTNERS LP | 49435R102 | 912,298 | $14.8M | 7.11% |
| 7 | ENVIRI CORP | NVRI | 1,795,131 | $13.8M | 6.64% |
| 8 | BLUELINX HLDGS INC | BXC | 117,864 | $12.0M | 5.78% |
| 9 | PERFORMANT HEALTHCARE INC | 71377E105 | 3,261,675 | $9.9M | 4.73% |
| 10 | SUPERIOR INDS INTL INC | 868168105 | 4,380,940 | $8.9M | 4.29% |
| 11 | QUINSTREET INC | QNST | 363,400 | $8.4M | 4.03% |
| 12 | CONCRETE PUMPING HLDGS INC | BBCP | 1,070,405 | $7.1M | 3.42% |
| 13 | TRUECAR INC | 89785L107 | 1,723,800 | $6.4M | 3.09% |
| 14 | LIFETIME BRANDS INC | LCUT | 1,065,810 | $6.3M | 3.02% |
| 15 | FORWARD AIR CORP | FWRD | 127,650 | $4.1M | 1.98% |
| 16 | NOODLES & CO | NDLS | 6,965,291 | $4.0M | 1.94% |
| 17 | CENTURY CASINOS INC | CNTY | 1,095,900 | $3.6M | 1.71% |
| 18 | ACCEL ENTERTAINMENT INC | ACEL | 285,485 | $3.0M | 1.46% |
| 19 | CULP INC | CULP | 324,669 | $1.9M | 0.92% |
| 20 | ASTRONICS CORP | ATROB | 94,971 | $1.5M | 0.73% |
| 21 | ZIMVIE INC | 98888T107 | 100,453 | $1.4M | 0.67% |
| 22 | ALLIENT INC | ALNT | 50,000 | $1.2M | 0.58% |
| 23 | ARHAUS INC | ARHS | 48,200 | $453,080 | 0.22% |
| 24 | MRC GLOBAL INC | 55345K103 | 34,300 | $438,354 | 0.21% |
| 25 | INOTIV INC | NOTV | 1,000,000 | $353,073 | 0.17% |