Mill Road Capital Management as of March 31, 2025
Portfolio Holdings for Mill Road Capital Management
Mill Road Capital Management holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alta Equipment Group Common Stock (ALTG) | 11.4 | $20M | 4.3M | 4.69 | |
| Mistras (MG) | 10.0 | $18M | 1.7M | 10.58 | |
| Landsea Homes Corp | 9.5 | $17M | 2.6M | 6.42 | |
| Beazer Homes Usa Com New (BZH) | 9.4 | $17M | 817k | 20.39 | |
| Harsco Corporation (NVRI) | 7.6 | $13M | 2.0M | 6.65 | |
| Kimbell Rty Partners Unit (KRP) | 7.2 | $13M | 902k | 14.00 | |
| Performant Finl (PHLT) | 5.5 | $9.7M | 3.3M | 2.96 | |
| Superior Industries International (SSUP) | 5.3 | $9.3M | 4.4M | 2.13 | |
| Natural Gas Services (NGS) | 5.0 | $8.9M | 405k | 21.97 | |
| Bluelinx Hldgs Com New (BXC) | 5.0 | $8.8M | 118k | 74.98 | |
| Noodles & Co Com Cl A (NDLS) | 4.3 | $7.6M | 7.0M | 1.09 | |
| QuinStreet (QNST) | 3.1 | $5.4M | 304k | 17.84 | |
| Lifetime Brands (LCUT) | 3.0 | $5.3M | 1.1M | 4.93 | |
| Photronics (PLAB) | 2.6 | $4.6M | 223k | 20.76 | |
| Accel Entertainment Com Cl A1 (ACEL) | 1.6 | $2.8M | 286k | 9.92 | |
| Truecar (TRUE) | 1.5 | $2.7M | 1.7M | 1.58 | |
| Forward Air Corporation | 1.5 | $2.6M | 128k | 20.09 | |
| Concrete Pumping Hldgs (BBCP) | 1.3 | $2.3M | 429k | 5.46 | |
| Zimvie (ZIMV) | 1.1 | $2.0M | 187k | 10.80 | |
| Bowman Consulting Group (BWMN) | 1.1 | $2.0M | 91k | 21.83 | |
| Century Casinos (CNTY) | 1.1 | $1.9M | 1.1M | 1.69 | |
| Cu (CULP) | 0.9 | $1.6M | 325k | 5.00 | |
| Allied Motion Technologies (ALNT) | 0.6 | $1.1M | 50k | 21.98 | |
| Inotiv Note 3.250%10/1 | 0.2 | $333k | 1.0M | 0.33 |
