Mill Road Capital Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$156.2B
Holdings
24
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALTGALTA EQUIPMENT GROUP INC | 4,293,208 | $27.1B | 17.38% | |
| 2 | BZHBEAZER HOMES USA INC | 816,458 | $18.3B | 11.70% | |
| 3 | NVRIENVIRI CORP | 2,074,849 | $18.0B | 11.53% | |
| 4 | MGMISTRAS GROUP INC | 1,667,681 | $13.4B | 8.55% | |
| 5 | PFMTUSDPERFORMANT HEALTHCARE INC | 3,261,675 | $13.0B | 8.35% | |
| 6 | NGSNATURAL GAS SVCS GROUP INC | 404,745 | $10.4B | 6.69% | |
| 7 | BXCBLUELINX HLDGS INC | 127,864 | $9.5B | 6.09% | |
| 8 | KRPKIMBELL RTY PARTNERS LP | 676,195 | $9.4B | 6.05% | |
| 9 | PLABPHOTRONICS INC | 324,620 | $6.1B | 3.91% | |
| 10 | LCUTLIFETIME BRANDS INC | 1,065,810 | $5.4B | 3.48% | |
| 11 | QNSTQUINSTREET INC | 329,996 | $5.3B | 3.40% | |
| 12 | NDLSUSDNOODLES & CO | 6,965,291 | $5.0B | 3.18% | |
| 13 | 5TCTRUECAR INC | 1,723,800 | $3.3B | 2.10% | |
| 14 | BBCPCONCRETE PUMPING HLDGS INC | 429,005 | $2.6B | 1.69% | |
| 15 | BWMNBOWMAN CONSULTING GROUP LTD | 88,007 | $2.5B | 1.62% | |
| 16 | CNTCENTURY CASINOS INC | 1,095,900 | $2.3B | 1.48% | |
| 17 | ZIMVZIMVIE INC | 187,430 | $1.8B | 1.12% | |
| 18 | CULPCULP INC | 324,669 | $1.3B | 0.82% | |
| 19 | TTAMTITAN AMER SA | 38,100 | $475.5M | 0.30% | |
| 20 | BLBDBLUE BIRD CORP | 5,800 | $250.3M | 0.16% | |
| 21 | NOTV 3.25 10/15/27INOTIV INC | 1,000,000 | $239.1M | 0.15% | |
| 22 | RSVRRESERVOIR MEDIA INC | 23,099 | $177.2M | 0.11% | |
| 23 | GOGROCERY OUTLET HLDG CORP | 10,000 | $124.2M | 0.08% | |
| 24 | AIOTPOWERFLEET INC | 15,000 | $64.7M | 0.04% |