Mill Road Capital Management LLC Top Holdings and 13F Report (2025) About Mill Road Capital Management LLCInvestment ActivityMill Road Capital Management LLC has $208.25 million in total holdings as of December 31, 2024.Mill Road Capital Management LLC owns shares of 25 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 14.94% of the portfolio was purchased this quarter.About 9.15% of the portfolio was sold this quarter.This quarter, Mill Road Capital Management LLC has purchased 24 new stocks and bought additional shares in 5 stocks.Mill Road Capital Management LLC sold shares of 5 stocks and completely divested from 3 stocks this quarter.Largest Holdings Alta Equipment Group $27,922,582Natural Gas Services Group $21,247,013Beazer Homes USA $18,289,953Mistras Group $15,623,807Landsea Homes $15,437,206 Largest New Holdings this Quarter Forward Air $4,116,713 HoldingAstronics $1,515,737 HoldingZimVie $1,401,319 HoldingArhaus $453,080 Holding Largest Purchases this Quarter Beazer Homes USA 297,989 shares (about $8.18M)Landsea Homes 905,424 shares (about $7.69M)Enviri 811,859 shares (about $6.25M)Forward Air 127,650 shares (about $4.12M)Astronics 94,971 shares (about $1.52M) Largest Sales this Quarter Kimbell Royalty Partners 334,179 shares (about $5.42M)Natural Gas Services Group 128,709 shares (about $3.45M)QuinStreet 136,105 shares (about $3.14M)BlueLinx 24,433 shares (about $2.50M)Accel Entertainment 14,997 shares (about $160.17K) 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$27,922,582$368,202 ▲1.3%4,269,50813.4%Industrial ProductsNGSNatural Gas Services Group$21,247,013$3,449,401 ▼-14.0%792,79910.2%Oils/EnergyBZHBeazer Homes USA$18,289,953$8,182,778 ▲81.0%666,0588.8%ConstructionMGMistras Group$15,623,807$1,135,553 ▲7.8%1,724,4827.5%Computer and TechnologyLSEALandsea Homes$15,437,206$7,687,050 ▲99.2%1,818,2817.4%FinanceKRPKimbell Royalty Partners$14,806,597$5,423,725 ▼-26.8%912,2987.1%Oils/EnergyNVRIEnviri$13,822,509$6,251,314 ▲82.6%1,795,1316.6%Business ServicesBXCBlueLinx$12,040,986$2,496,075 ▼-17.2%117,8645.8%ConstructionPFMTPerformant Financial$9,850,2590.0%3,261,6754.7%Business ServicesSUPSuperior Industries International$8,937,1180.0%4,380,9404.3%Auto/Tires/TrucksQNSTQuinStreet$8,383,638$3,139,942 ▼-27.2%363,4004.0%Computer and TechnologyBBCPConcrete Pumping$7,128,8970.0%1,070,4053.4%Business ServicesTRUETrueCar$6,429,7740.0%1,723,8003.1%Computer and TechnologyLCUTLifetime Brands$6,298,9370.0%1,065,8103.0%Consumer DiscretionaryFWRDForward Air$4,116,713$4,116,713 ▲New Holding127,6502.0%TransportationNDLSNoodles & Company$4,031,5100.0%6,965,2911.9%Retail/WholesaleCNTYCentury Casinos$3,550,7160.0%1,095,9001.7%Consumer DiscretionaryACELAccel Entertainment$3,048,980$160,168 ▼-5.0%285,4851.5%Consumer DiscretionaryCULPCulp$1,905,8070.0%324,6690.9%Consumer DiscretionaryATROAstronics$1,515,737$1,515,737 ▲New Holding94,9710.7%AerospaceZIMVZimVie$1,401,319$1,401,319 ▲New Holding100,4530.7%MedicalALNTAllient$1,214,0000.0%50,0000.6%Computer and TechnologyARHSArhaus$453,080$453,080 ▲New Holding48,2000.2%Retail/WholesaleMRCMRC Global$438,3540.0%34,3000.2%Industrial ProductsINOTIV INC$353,0730.0%1,000,0000.2%NOTE 3.250%10/1ASTEAstec Industries$0$2,467,046 ▼-100.0%00.0%Industrial ProductsLEGHLegacy Housing$0$1,565,788 ▼-100.0%00.0%FinanceDLTHDuluth$0$349,751 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
