Mill Road Capital Management LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$208.2B
Holdings
25
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALTGALTA EQUIPMENT GROUP INC | 4,269,508 | $27.9B | 13.41% | |
| 2 | NGSNATURAL GAS SVCS GROUP INC | 792,799 | $21.2B | 10.20% | |
| 3 | BZHBEAZER HOMES USA INC | 666,058 | $18.3B | 8.78% | |
| 4 | MGMISTRAS GROUP INC | 1,724,482 | $15.6B | 7.50% | |
| 5 | LSEALANDSEA HOMES CORP | 1,818,281 | $15.4B | 7.41% | |
| 6 | KRPKIMBELL RTY PARTNERS LP | 912,298 | $14.8B | 7.11% | |
| 7 | NVRIENVIRI CORP | 1,795,131 | $13.8B | 6.64% | |
| 8 | BXCBLUELINX HLDGS INC | 117,864 | $12.0B | 5.78% | |
| 9 | PFMTUSDPERFORMANT HEALTHCARE INC | 3,261,675 | $9.9B | 4.73% | |
| 10 | SSUPSUPERIOR INDS INTL INC | 4,380,940 | $8.9B | 4.29% | |
| 11 | QNSTQUINSTREET INC | 363,400 | $8.4B | 4.03% | |
| 12 | BBCPCONCRETE PUMPING HLDGS INC | 1,070,405 | $7.1B | 3.42% | |
| 13 | 5TCTRUECAR INC | 1,723,800 | $6.4B | 3.09% | |
| 14 | LCUTLIFETIME BRANDS INC | 1,065,810 | $6.3B | 3.02% | |
| 15 | FWRDUSDFORWARD AIR CORP | 127,650 | $4.1B | 1.98% | |
| 16 | NDLSUSDNOODLES & CO | 6,965,291 | $4.0B | 1.94% | |
| 17 | CNTCENTURY CASINOS INC | 1,095,900 | $3.6B | 1.71% | |
| 18 | ACELACCEL ENTERTAINMENT INC | 285,485 | $3.0B | 1.46% | |
| 19 | CULPCULP INC | 324,669 | $1.9B | 0.92% | |
| 20 | ATROASTRONICS CORP | 94,971 | $1.5B | 0.73% | |
| 21 | ZIMVZIMVIE INC | 100,453 | $1.4B | 0.67% | |
| 22 | ALNTALLIENT INC | 50,000 | $1.2B | 0.58% | |
| 23 | ARHSARHAUS INC | 48,200 | $453.1M | 0.22% | |
| 24 | 37MMRC GLOBAL INC | 34,300 | $438.4M | 0.21% | |
| 25 | NOTV 3.25 10/15/27INOTIV INC | 1,000,000 | $353.1M | 0.17% |