Mill Road Capital Management LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Mill Road Capital Management LLC disclosed 24 US equity positions worth $176.3m in its Q1 2025 13F filing. The largest position was ALTG at 11.4% of the reported book, followed by MG and LSEA. Against the Q4 2024 filing, it opened 2 new positions, added to 5 and reduced 5 among the top 24 holdings.
What did Mill Road Capital Management LLC own in Q1 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | ALTG ALTA EQUIPMENT GROUP INC | 11.4% | $20.1m | 4,293,208 | 1% | added | |
| 2 | MG MISTRAS GROUP INC | 10.0% | $17.6m | 1,667,681 | -3% | reduced | |
| 3 | LSEA LANDSEA HOMES CORP | 9.5% | $16.8m | 2,618,987 | 44% | added | |
| 4 | BZH BEAZER HOMES USA INC | Consumer Cyclical | 9.4% | $16.6m | 816,458 | 23% | added |
| 5 | NVRI ENVIRI CORP | Industrials | 7.6% | $13.4m | 2,016,149 | 12% | added |
| 6 | KRP KIMBELL RTY PARTNERS LP | 7.2% | $12.6m | 902,198 | -1% | reduced | |
| 7 | PFMTUSD PERFORMANT HEALTHCARE INC | 5.5% | $9.7m | 3,261,675 | 0% | held | |
| 8 | SSUP SUPERIOR INDS INTL INC | 5.3% | $9.3m | 4,380,940 | 0% | held | |
| 9 | NGS NATURAL GAS SVCS GROUP INC | Energy | 5.0% | $8.9m | 404,745 | -49% | reduced |
| 10 | BXC BLUELINX HLDGS INC | Industrials | 5.0% | $8.8m | 117,864 | 0% | held |
| 11 | NDLS NOODLES & CO | 4.3% | $7.6m | 6,965,291 | 0% | held | |
| 12 | QNST QUINSTREET INC | Communication Services | 3.1% | $5.4m | 303,596 | -16% | reduced |
| 13 | LCUT LIFETIME BRANDS INC | 3.0% | $5.3m | 1,065,810 | 0% | held | |
| 14 | PLAB PHOTRONICS | Technology | 2.6% | $4.6m | 223,400 | – | new |
| 15 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 1.6% | $2.8m | 285,485 | 0% | held |
| 16 | 5TC TRUECAR INC | 1.5% | $2.7m | 1,723,800 | 0% | held | |
| 17 | FWRD FORWARD AIR CORP | Industrials | 1.5% | $2.6m | 127,650 | 0% | held |
| 18 | BBCP CONCRETE PUMPING HLDGS INC | Industrials | 1.3% | $2.3m | 429,005 | -60% | reduced |
| 19 | ZIMV ZIMVIE INC | 1.1% | $2.0m | 187,430 | 87% | added | |
| 20 | BWMN BOWMAN CONSULTING GROUP | 1.1% | $2.0m | 91,107 | – | new | |
| 21 | CNTY CENTURY CASINOS INC | 1.1% | $1.9m | 1,095,900 | 0% | held | |
| 22 | CULP CULP INC | 0.9% | $1.6m | 324,669 | 0% | held | |
| 23 | ALNT ALLIENT INC | Technology | 0.6% | $1.1m | 50,000 | 0% | held |
| 24 | INOTIV INC | 0.2% | $332.9k | 1,000,000 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.