Mill Road Capital Management LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Mill Road Capital Management LLC disclosed 24 US equity positions worth $156.2m in its Q2 2025 13F filing. The largest position was ALTG at 17.4% of the reported book, followed by BZH and NVRI. Against the Q1 2025 filing, it opened 5 new positions, added to 4 and reduced 2 among the top 24 holdings.
What did Mill Road Capital Management LLC own in Q2 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | ALTG ALTA EQUIPMENT GROUP INC | 17.4% | $27.1m | 4,293,208 | 0% | held | |
| 2 | BZH BEAZER HOMES USA INC | Consumer Cyclical | 11.7% | $18.3m | 816,458 | 0% | held |
| 3 | NVRI ENVIRI CORP | Industrials | 11.5% | $18.0m | 2,074,849 | 3% | added |
| 4 | MG MISTRAS GROUP INC | 8.6% | $13.4m | 1,667,681 | 0% | held | |
| 5 | PFMTUSD PERFORMANT HEALTHCARE INC | 8.4% | $13.0m | 3,261,675 | 0% | held | |
| 6 | NGS NATURAL GAS SVCS GROUP INC | Energy | 6.7% | $10.4m | 404,745 | 0% | held |
| 7 | BXC BLUELINX HLDGS INC | Industrials | 6.1% | $9.5m | 127,864 | 8% | added |
| 8 | KRP KIMBELL RTY PARTNERS LP | 6.0% | $9.4m | 676,195 | -25% | reduced | |
| 9 | PLAB PHOTRONICS INC | Technology | 3.9% | $6.1m | 324,620 | 45% | added |
| 10 | LCUT LIFETIME BRANDS INC | 3.5% | $5.4m | 1,065,810 | 0% | held | |
| 11 | QNST QUINSTREET INC | Communication Services | 3.4% | $5.3m | 329,996 | 9% | added |
| 12 | NDLS NOODLES & CO | 3.2% | $5.0m | 6,965,291 | 0% | held | |
| 13 | 5TC TRUECAR INC | 2.1% | $3.3m | 1,723,800 | 0% | held | |
| 14 | BBCP CONCRETE PUMPING HLDGS INC | Industrials | 1.7% | $2.6m | 429,005 | 0% | held |
| 15 | BWMN BOWMAN CONSULTING GROUP LTD | 1.6% | $2.5m | 88,007 | -3% | reduced | |
| 16 | CNTY CENTURY CASINOS INC | 1.5% | $2.3m | 1,095,900 | 0% | held | |
| 17 | ZIMV ZIMVIE INC | 1.1% | $1.8m | 187,430 | 0% | held | |
| 18 | CULP CULP INC | 0.8% | $1.3m | 324,669 | 0% | held | |
| 19 | TITAN AMER SA | 0.3% | $475.5k | 38,100 | – | new | |
| 20 | BLBD BLUE BIRD CORP | Industrials | 0.2% | $250.3k | 5,800 | – | new |
| 21 | INOTIV INC | 0.2% | $239.1k | 1,000,000 | 0% | held | |
| 22 | RSVR RESERVOIR MEDIA INC | 0.1% | $177.2k | 23,099 | – | new | |
| 23 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 0.1% | $124.2k | 10,000 | – | new |
| 24 | AIOT POWERFLEET INC | Technology | 0.0% | $64.7k | 15,000 | – | new |
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.