Mill Road Capital Management LLC Portfolio Holdings

Mill Road Capital Management LLC

  • $147 Million
  • Q2 2025

Mill Road Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $147 Million distributed in 25 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alta Equipment Group Inc. with a value of $27.1M, Beazer Homes Usa Inc with a value of $18.3M, Harsco Corp with a value of $15M, Mistras Group, Inc. with a value of $13.4M, and Natural Gas Services Group Inc with a value of $10.4M.

Examining the 13F form we can see an decrease of $28.4M in the current position value, from $176M to 147M.

Mill Road Capital Management LLC is based out at Greenwich, CT

Below you can find more details about Mill Road Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
Industrials: $78.3 Million
Consumer Cyclical: $32.5 Million
Energy: $19.9 Million
Communication Services: $8.76 Million
Technology: $6.19 Million
Healthcare: $1.75 Million
Consumer Defensive: $124,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 25
  • Current Value $147 Million
  • Prior Value $176 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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