Mill Road Capital Management LLC Top Holdings and 13F Report (2025) About Mill Road Capital Management LLCInvestment ActivityMill Road Capital Management LLC has $156.16 million in total holdings as of June 30, 2025.Mill Road Capital Management LLC owns shares of 24 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 2.99% of the portfolio was purchased this quarter.About 22.98% of the portfolio was sold this quarter.This quarter, Mill Road Capital Management LLC has purchased 24 new stocks and bought additional shares in 4 stocks.Mill Road Capital Management LLC sold shares of 2 stocks and completely divested from 5 stocks this quarter.Largest Holdings Alta Equipment Group $27,133,075Beazer Homes USA $18,264,165Enviri $18,009,689Mistras Group $13,358,125Performant Financial $13,046,700 Largest New Holdings this Quarter B9151N105 - TITAN AMER SA $475,488 Holding095306106 - Blue Bird $250,328 Holding76119X105 - Reservoir Media $177,169 Holding39874R101 - Grocery Outlet $124,200 Holding73931J109 - PowerFleet $64,650 Holding Largest Purchases this Quarter Photronics 101,220 shares (about $1.91M)BlueLinx 10,000 shares (about $743.80K)Enviri 58,700 shares (about $509.52K)TITAN AMER SA 38,100 shares (about $475.49K)QuinStreet 26,400 shares (about $425.04K) Largest Sales this Quarter Kimbell Royalty 226,003 shares (about $3.16M)Bowman Consulting Group 3,100 shares (about $89.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMill Road Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorALTGAlta Equipment Group$27,133,0750.0%4,293,20817.4%IndustrialsBZHBeazer Homes USA$18,264,1650.0%816,45811.7%ConstructionNVRIEnviri$18,009,689$509,516 ▲2.9%2,074,84911.5%Business ServicesMGMistras Group$13,358,1250.0%1,667,6818.6%Computer and TechnologyPFMTPerformant Financial$13,046,7000.0%3,261,6758.4%Business ServicesNGSNatural Gas Services Group$10,446,4680.0%404,7456.7%EnergyBXCBlueLinx$9,510,524$743,800 ▲8.5%127,8646.1%ConstructionKRPKimbell Royalty$9,439,682$3,155,002 ▼-25.1%676,1956.0%EnergyPLABPhotronics$6,112,595$1,905,973 ▲45.3%324,6203.9%Computer and TechnologyLCUTLifetime Brands$5,435,6310.0%1,065,8103.5%Consumer DiscretionaryQNSTQuinStreet$5,312,936$425,040 ▲8.7%329,9963.4%Computer and TechnologyNDLSNoodles & Company$4,964,8590.0%6,965,2913.2%Retail/WholesaleTRUETrueCar$3,275,2200.0%1,723,8002.1%Computer and TechnologyBBCPCONCRETE PUMPING$2,638,3810.0%429,0051.7%Business ServicesBWMNBowman Consulting Group$2,530,201$89,125 ▼-3.4%88,0071.6%Business ServicesCNTYCentury Casinos$2,317,8290.0%1,095,9001.5%Consumer DiscretionaryZIMVZimVie$1,752,4710.0%187,4301.1%MedicalCULPCulp$1,275,9490.0%324,6690.8%Consumer DiscretionaryTITAN AMER SA$475,488$475,488 ▲New Holding38,1000.3%COMMON SHARESBLBDBlue Bird$250,328$250,328 ▲New Holding5,8000.2%Auto/Tires/TrucksINOTIV INC$239,1410.0%1,000,0000.2%NOTE 3.250%10/1RSVRReservoir Media$177,169$177,169 ▲New Holding23,0990.1%Consumer DiscretionaryGOGrocery Outlet$124,200$124,200 ▲New Holding10,0000.1%Consumer StaplesPWFLPowerFleet$64,650$64,650 ▲New Holding15,0000.0%TransportationLSEALandsea Homes$0$16,813,897 ▼-100.0%00.0%FinanceSUPSuperior Industries International$0$9,331,402 ▼-100.0%00.0%Auto/Tires/TrucksACELAccel Entertainment$0$2,832,011 ▼-100.0%00.0%Consumer DiscretionaryFWRDForward Air$0$2,564,489 ▼-100.0%00.0%TransportationALNTAllient$0$1,099,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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