13F HOLDINGS REPORT
Mill Road Capital Management LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-008240
Total Value
$156.2M
Positions
25
Other Managers
1
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALTA EQUIPMENT GROUP INC | ALTG-PA | 4,293,208 | $27.1M | 17.38% |
| 2 | BEAZER HOMES USA INC | BZH | 816,458 | $18.3M | 11.70% |
| 3 | ENVIRI CORP | NVRI | 2,074,849 | $18.0M | 11.53% |
| 4 | MISTRAS GROUP INC | MG | 1,667,681 | $13.4M | 8.55% |
| 5 | PERFORMANT HEALTHCARE INC | 71377E105 | 3,261,675 | $13.0M | 8.35% |
| 6 | NATURAL GAS SVCS GROUP INC | 63886Q109 | 404,745 | $10.4M | 6.69% |
| 7 | BLUELINX HLDGS INC | BXC | 127,864 | $9.5M | 6.09% |
| 8 | KIMBELL RTY PARTNERS LP | 49435R102 | 676,195 | $9.4M | 6.05% |
| 9 | PHOTRONICS INC | PLAB | 324,620 | $6.1M | 3.91% |
| 10 | LIFETIME BRANDS INC | LCUT | 1,065,810 | $5.4M | 3.48% |
| 11 | QUINSTREET INC | QNST | 329,996 | $5.3M | 3.40% |
| 12 | NOODLES & CO | NDLS | 4,699,148 | $3.3M | 2.15% |
| 13 | TRUECAR INC | 89785L107 | 1,723,800 | $3.3M | 2.10% |
| 14 | CONCRETE PUMPING HLDGS INC | BBCP | 429,005 | $2.6M | 1.69% |
| 15 | BOWMAN CONSULTING GROUP LTD | BWMN | 88,007 | $2.5M | 1.62% |
| 16 | CENTURY CASINOS INC | CNTY | 1,095,900 | $2.3M | 1.48% |
| 17 | ZIMVIE INC | 98888T107 | 187,430 | $1.8M | 1.12% |
| 18 | NOODLES & CO | NDLS | 2,266,143 | $1.6M | 1.03% |
| 19 | CULP INC | CULP | 324,669 | $1.3M | 0.82% |
| 20 | TITAN AMER SA | B9151N105 | 38,100 | $475,488 | 0.30% |
| 21 | BLUE BIRD CORP | BLBD | 5,800 | $250,328 | 0.16% |
| 22 | INOTIV INC | NOTV | 1,000,000 | $239,141 | 0.15% |
| 23 | RESERVOIR MEDIA INC | RSVRW | 23,099 | $177,169 | 0.11% |
| 24 | GROCERY OUTLET HLDG CORP | GO | 10,000 | $124,200 | 0.08% |
| 25 | POWERFLEET INC | AIOT | 15,000 | $64,650 | 0.04% |