Mill Road Capital Management LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$176.3B
Holdings
24
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ALTGALTA EQUIPMENT GROUP INC | 4,293,208 | $20.1B | 11.42% | |
| 2 | MGMISTRAS GROUP INC | 1,667,681 | $17.6B | 10.01% | |
| 3 | LSEALANDSEA HOMES CORP | 2,618,987 | $16.8B | 9.54% | |
| 4 | BZHBEAZER HOMES USA INC | 816,458 | $16.6B | 9.44% | |
| 5 | NVRIENVIRI CORP | 2,016,149 | $13.4B | 7.61% | |
| 6 | KRPKIMBELL RTY PARTNERS LP | 902,198 | $12.6B | 7.17% | |
| 7 | PFMTUSDPERFORMANT HEALTHCARE INC | 3,261,675 | $9.7B | 5.48% | |
| 8 | SSUPSUPERIOR INDS INTL INC | 4,380,940 | $9.3B | 5.29% | |
| 9 | NGSNATURAL GAS SVCS GROUP INC | 404,745 | $8.9B | 5.04% | |
| 10 | BXCBLUELINX HLDGS INC | 117,864 | $8.8B | 5.01% | |
| 11 | NDLSUSDNOODLES & CO | 6,965,291 | $7.6B | 4.31% | |
| 12 | QNSTQUINSTREET INC | 303,596 | $5.4B | 3.07% | |
| 13 | LCUTLIFETIME BRANDS INC | 1,065,810 | $5.3B | 2.98% | |
| 14 | PLABPHOTRONICS | 223,400 | $4.6B | 2.63% | |
| 15 | ACELACCEL ENTERTAINMENT INC | 285,485 | $2.8B | 1.61% | |
| 16 | 5TCTRUECAR INC | 1,723,800 | $2.7B | 1.55% | |
| 17 | FWRDUSDFORWARD AIR CORP | 127,650 | $2.6B | 1.45% | |
| 18 | BBCPCONCRETE PUMPING HLDGS INC | 429,005 | $2.3B | 1.33% | |
| 19 | ZIMVZIMVIE INC | 187,430 | $2.0B | 1.15% | |
| 20 | BWMNBOWMAN CONSULTING GROUP | 91,107 | $2.0B | 1.13% | |
| 21 | CNTCENTURY CASINOS INC | 1,095,900 | $1.9B | 1.05% | |
| 22 | CULPCULP INC | 324,669 | $1.6B | 0.92% | |
| 23 | ALNTALLIENT INC | 50,000 | $1.1B | 0.62% | |
| 24 | NOTV 3.25 10/15/27INOTIV INC | 1,000,000 | $332.9M | 0.19% |