Mill Road Capital Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$192.0B
Holdings
25
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALTGALTA EQUIPMENT GROUP INC | 4,293,208 | $31.1B | 16.19% | |
| 2 | NVRIENVIRI CORP | 2,090,743 | $26.5B | 13.82% | |
| 3 | PFMTUSDPERFORMANT HEALTHCARE INC | 3,261,675 | $25.2B | 13.13% | |
| 4 | BZHBEAZER HOMES USA INC | 814,474 | $20.0B | 10.41% | |
| 5 | MGMISTRAS GROUP INC | 1,672,381 | $16.5B | 8.57% | |
| 6 | NGSNATURAL GAS SVCS GROUP INC | 404,745 | $11.3B | 5.90% | |
| 7 | BXCBLUELINX HLDGS INC | 127,864 | $9.3B | 4.87% | |
| 8 | KRPKIMBELL RTY PARTNERS LP | 608,195 | $8.2B | 4.27% | |
| 9 | PLABPHOTRONICS INC | 324,620 | $7.5B | 3.88% | |
| 10 | QNSTQUINSTREET INC | 366,679 | $5.7B | 2.95% | |
| 11 | NDLSUSDNOODLES & CO | 6,965,291 | $4.4B | 2.31% | |
| 12 | LCUTLIFETIME BRANDS INC | 1,065,810 | $4.1B | 2.15% | |
| 13 | ZIMVZIMVIE INC | 187,430 | $3.5B | 1.85% | |
| 14 | FWRDFORWARD AIR CORP | 127,650 | $3.3B | 1.70% | |
| 15 | 5TCTRUECAR INC | 1,723,800 | $3.2B | 1.65% | |
| 16 | BBCPCONCRETE PUMPING HLDGS INC | 429,005 | $3.0B | 1.57% | |
| 17 | CNTCENTURY CASINOS INC | 1,095,900 | $2.9B | 1.49% | |
| 18 | RSVRRESERVOIR MEDIA INC | 327,746 | $2.7B | 1.39% | |
| 19 | CULPCULP INC | 324,669 | $1.4B | 0.75% | |
| 20 | TTAMTITAN AMER SA | 47,100 | $703.7M | 0.37% | |
| 21 | GOGROCERY OUTLET HLDG CORP | 34,900 | $560.1M | 0.29% | |
| 22 | BLBDBLUE BIRD CORP | 5,800 | $333.8M | 0.17% | |
| 23 | CVEOCIVEO CORP | 14,000 | $322.0M | 0.17% | |
| 24 | NOTV 3.25 10/15/27INOTIV INC | 1,000,000 | $221.8M | 0.12% | |
| 25 | AIOTPOWERFLEET INC | 15,000 | $78.6M | 0.04% |