Mill Road Capital Management LLC 13F Holdings

CIK 0001512275 · GREENWICH, CT

As of Sep 30, 2025, Mill Road Capital Management LLC reported 25 positions worth 92.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALTA EQUIPMENT GROUP INCALTGIndustrials4,293,208$31.1M16.19%
ENVIRI CORPNVRIIndustrials2,090,743$26.5M13.82%
PERFORMANT HEALTHCARE INCPHLTIndustrials3,261,675$25.2M13.13%
BEAZER HOMES USA INCBZHConsumer Cyclical814,474$20.0M10.41%
MISTRAS GROUP INCMGIndustrials1,672,381 6.5M8.57%
NATURAL GAS SERVICES GROUP INCNGSEnergy404,745 1.3M5.90%
BLUELINX HOLDINGS INCBXCIndustrials127,864$9.3M4.87%
KIMBELL ROYALTY PARTNERS LPKRPEnergy608,195$8.2M4.27%
PHOTRONICS INCPLABTechnology324,620$7.5M3.88%
QUINSTREET INCQNSTCommunication Services366,679$5.7M2.95%
NOODLES & CO——6,965,291$4.4M2.31%
LIFETIME BRANDS INCLCUTConsumer Cyclical1,065,810$4.1M2.15%
ZIMVIE INCZIMVHealthcare187,430$3.5M1.85%
FORWARD AIR CORPFWRDIndustrials127,650$3.3M1.70%
TRUECAR INCTRUECommunication Services1,723,800$3.2M1.65%
CONCRETE PUMPING HLDGS INCBBCPIndustrials429,005$3.0M1.57%
CENTURY CASINOS INCCNTYConsumer Cyclical1,095,900$2.9M1.49%
RESERVOIR MEDIA INCRSVRCommunication Services327,746$2.7M1.39%
CULP INCCULPConsumer Cyclical324,669 .4M0.75%
TITAN AMERICA SATTAMBasic Materials47,100$703.7K0.37%
GROCERY OUTLET HOLDING CORPGOConsumer Defensive34,900$560.1K0.29%
BLUE BIRD CORPBLBDConsumer Cyclical5,800$333.8K0.17%
CIVEO CORP CDACVEO—14,000$322.0K0.17%
INOTIV INC 3.25——1,000,000$221.8K0.12%
POWERFLEET INCAIOTTechnology15,000$78.6K0.04%