Mink Brook Asset Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Mink Brook Asset Management LLC disclosed 44 US equity positions worth $158.3m in its Q4 2025 13F filing. The largest position was BSVN at 12.2% of the reported book, followed by ELA and ACU. Against the Q3 2025 filing, it opened 5 new positions, added to 15 and reduced 6 among the top 44 holdings.
What did Mink Brook Asset Management LLC own in Q4 2025? Top 44 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | BSVN BANK7 CORP | 12.2% | $19.3m | 472,001 | 4% | added | |
| 2 | ELA ENVELA CORPORATION | Consumer Cyclical | 11.0% | $17.4m | 1,298,153 | -0% | held |
| 3 | ACU ACME UNITED CORP | 9.7% | $15.3m | 380,493 | 0% | held | |
| 4 | DLHC DLH HOLDINGS CORP | 9.4% | $14.8m | 2,625,847 | 2% | added | |
| 5 | AII AMERICAN INTEGRITY INSURANCE | 8.5% | $13.5m | 648,405 | 36% | added | |
| 6 | ACNT ASCENT INDUSTRIES CO | Basic Materials | 7.7% | $12.3m | 756,765 | -5% | reduced |
| 7 | CURRENCY EXCHANGE INTERNATIO | 6.4% | $10.2m | 613,221 | 1% | added | |
| 8 | RMNI RIMINI STREET INC | 3.2% | $5.0m | 1,299,741 | 73% | added | |
| 9 | TWIN TWIN DISC INC | Industrials | 2.6% | $4.1m | 246,354 | -17% | reduced |
| 10 | CRAWFORD UNITED CORPORATION | 2.4% | $3.8m | 46,400 | 0% | held | |
| 11 | BUTLER NATIONAL CORP | 2.3% | $3.6m | 1,194,100 | 16% | added | |
| 12 | STRR STAR EQUITY HOLDINGS INC | 2.2% | $3.5m | 314,454 | 0% | held | |
| 13 | IRD OPUS GENETICS INC | 2.1% | $3.3m | 1,665,631 | 35% | added | |
| 14 | ALOT ASTRO-MED INC | 2.1% | $3.3m | 380,965 | 0% | held | |
| 15 | FRD FRIEDMAN INDUSTRIES | 2.0% | $3.1m | 151,095 | -0% | held | |
| 16 | HGBL HERITAGE GLOBAL INC | 1.6% | $2.5m | 2,028,844 | 8% | added | |
| 17 | HLLY HOLLEY INC | 1.4% | $2.3m | 551,738 | 0% | held | |
| 18 | XGN EXAGEN INC | 1.4% | $2.2m | 353,727 | 784% | added | |
| 19 | RRGB RED ROBIN GOURMET BURGERS | Consumer Cyclical | 1.4% | $2.1m | 530,345 | 15% | added |
| 20 | LGCY LEGACY EDUCATION INC | 1.3% | $2.1m | 202,333 | – | new | |
| 21 | RGS REGIS CORP | 1.2% | $1.9m | 69,011 | 653% | added | |
| 22 | BBX CAPITAL INC | 0.8% | $1.2m | 400,801 | 0% | held | |
| 23 | KVHI KVH INDUSTRIES INC | Communication Services | 0.7% | $1.2m | 170,028 | -1% | reduced |
| 24 | DUOT DUOS TECHNOLOGIES GROUP INC | 0.7% | $1.1m | 100,000 | -87% | reduced | |
| 25 | NAII NATURAL ALTERNATIVES INTL | 0.7% | $1.1m | 293,709 | 0% | held | |
| 26 | MDXH MDXHEALTH SA-ADR | 0.6% | $940.4k | 263,420 | 65% | added | |
| 27 | AXR AMREP CORP | 0.6% | $940.0k | 50,000 | 0% | held | |
| 28 | ELVA ELECTROVAYA INC | 0.5% | $869.0k | 110,000 | -68% | reduced | |
| 29 | FLUENT INC | 0.4% | $685.7k | 285,714 | 0% | held | |
| 30 | CSBR CHAMPIONS ONCOLOGY INC | 0.4% | $554.9k | 80,305 | – | new | |
| 31 | FREIGHTOS LTD | 0.3% | $552.6k | 242,352 | 43% | added | |
| 32 | QRHC QUEST RESOURCE HOLDING CORP | 0.3% | $549.8k | 295,587 | -3% | reduced | |
| 33 | SWAG STRAN & CO INC | 0.3% | $498.9k | 300,533 | 196% | added | |
| 34 | LSF LAIRD SUPERFOOD INC | 0.3% | $493.8k | 222,432 | 160% | added | |
| 35 | KEQU KEWAUNEE SCIENTIFIC CP | 0.3% | $432.9k | 11,571 | 0% | held | |
| 36 | NTWK NETSOL TECHNOLOGIES INC | 0.2% | $331.3k | 109,346 | – | new | |
| 37 | CANTERBURY PARK HOLDING CORP | 0.1% | $224.7k | 14,589 | 0% | held | |
| 38 | CHCI COMSTOCK HOMEBUILDING COS-A | 0.1% | $190.1k | 16,363 | – | new | |
| 39 | ACCS ACCESS NEWSWIRE INC | 0.1% | $189.7k | 20,396 | 0% | held | |
| 40 | CNTY CENTURY CASINOS INC | 0.1% | $180.9k | 136,001 | 0% | held | |
| 41 | BIRCHTECH CORP | 0.1% | $146.9k | 46,200 | – | new | |
| 42 | XTNT XTANT MEDICAL HOLDINGS INC | 0.1% | $85.8k | 109,466 | 0% | held | |
| 43 | DWSN DAWSON GEOPHYSICAL CO | Energy | 0.0% | $58.4k | 37,460 | 0% | held |
| 44 | SALEM MEDIA GROUP INC-CL A | 0.0% | $50.9k | 115,705 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.