13F HOLDINGS REPORT
Mill Road Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000950123-25-005536
Total Value
$176.3M
Positions
24
Other Managers
1
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 4,293,208 | $20.1M | 11.42% |
| 2 | MISTRAS GROUP INC | MG | 1,667,681 | $17.6M | 10.01% |
| 3 | LANDSEA HOMES CORP | 51509P103 | 2,618,987 | $16.8M | 9.54% |
| 4 | BEAZER HOMES USA INC | BZH | 816,458 | $16.6M | 9.44% |
| 5 | ENVIRI CORP | NVRI | 2,016,149 | $13.4M | 7.61% |
| 6 | KIMBELL RTY PARTNERS LP | 49435R102 | 902,198 | $12.6M | 7.17% |
| 7 | PERFORMANT HEALTHCARE INC | 71377E105 | 3,261,675 | $9.7M | 5.48% |
| 8 | SUPERIOR INDS INTL INC | 868168105 | 4,380,940 | $9.3M | 5.29% |
| 9 | NATURAL GAS SVCS GROUP INC | 63886Q109 | 404,745 | $8.9M | 5.04% |
| 10 | BLUELINX HLDGS INC | BXC | 117,864 | $8.8M | 5.01% |
| 11 | NOODLES & CO | NDLS | 6,965,291 | $7.6M | 4.31% |
| 12 | QUINSTREET INC | QNST | 303,596 | $5.4M | 3.07% |
| 13 | LIFETIME BRANDS INC | LCUT | 1,065,810 | $5.3M | 2.98% |
| 14 | PHOTRONICS | PLAB | 223,400 | $4.6M | 2.63% |
| 15 | ACCEL ENTERTAINMENT INC | ACEL | 285,485 | $2.8M | 1.61% |
| 16 | TRUECAR INC | 89785L107 | 1,723,800 | $2.7M | 1.55% |
| 17 | FORWARD AIR CORP | FWRD | 127,650 | $2.6M | 1.45% |
| 18 | CONCRETE PUMPING HLDGS INC | BBCP | 429,005 | $2.3M | 1.33% |
| 19 | ZIMVIE INC | 98888T107 | 187,430 | $2.0M | 1.15% |
| 20 | BOWMAN CONSULTING GROUP | BWMN | 91,107 | $2.0M | 1.13% |
| 21 | CENTURY CASINOS INC | CNTY | 1,095,900 | $1.9M | 1.05% |
| 22 | CULP INC | CULP | 324,669 | $1.6M | 0.92% |
| 23 | ALLIENT INC | ALNT | 50,000 | $1.1M | 0.62% |
| 24 | INOTIV INC | NOTV | 1,000,000 | $332,868 | 0.19% |