Mink Brook Asset Management LLC

CIK: 0002052205Latest portfolio: $158.3M · Q4 2025

Holdings

44

Total Value

$158.3M

New Positions

5

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
BSVNBANK7 CORP
472,001$19.3M12.22%+20K
2
ELAENVELA CORPORATION
1,298,153$17.4M10.97%-56
3
ACUACME UNITED CORP
380,493$15.3M9.69%+600
4
DLHCDLH HOLDINGS CORP
2,625,847$14.8M9.37%+59K
5
AIIAMERICAN INTEGRITY INSURANCE
648,405$13.5M8.53%+170K
6
ACNTASCENT INDUSTRIES CO
756,765$12.3M7.74%-40,259
7
CXICURRENCY EXCHANGE INTERNATIO
613,221$10.2M6.42%+5K
8
RMNIRIMINI STREET INC
1,299,741$5.0M3.19%+550K
9
TWINTWIN DISC INC
246,354$4.1M2.60%-52,166
10
CRAWACRAWFORD UNITED CORPORATION
46,400$3.8M2.38%+74
11
BUKSBUTLER NATIONAL CORP
1,194,100$3.6M2.29%+162K
12
HDH1STAR EQUITY HOLDINGS INC
314,454$3.5M2.23%
13
IRDOPUS GENETICS INC
1,665,631$3.3M2.11%+428K
14
ALOTASTRO-MED INC
380,965$3.3M2.08%+104
15
FRDFRIEDMAN INDUSTRIES
151,095$3.1M1.96%-74
16
HGBLHERITAGE GLOBAL INC
2,028,844$2.5M1.59%+147K
17
HLLYHOLLEY INC
551,738$2.3M1.44%
18
XGNEXAGEN INC
353,727$2.1M1.36%+314K
19
RRNRED ROBIN GOURMET BURGERS
530,345$2.1M1.36%+71K
20
LGCYLEGACY EDUCATION INC
202,333$2.1M1.30%NEW
21
RGSREGIS CORP
69,011$1.9M1.21%+60K
22
BBXIABBX CAPITAL INC
400,801$1.2M0.78%
23
KVHIKVH INDUSTRIES INC
170,028$1.2M0.75%-1,541
24
DUOTDUOS TECHNOLOGIES GROUP INC
100,000$1.1M0.71%-682,079
25
NAIINATURAL ALTERNATIVES INTL
293,709$1.1M0.66%

Quarterly Changes

New Positions

Closed Positions

  • FBRXCLOSED
    $1.2B
  • FLLCLOSED
    $665.1M
  • SPWHCLOSED
    $659.7M
  • CDXSCLOSED
    $536.8M
  • FOSLCLOSED
    $385.5M
  • OPXSCLOSED
    $205.1M
  • PACKCLOSED
    $140.5M
  • BIRCHTECH CORPCLOSED
    $95.0M

Increased Positions

NameSharesChange
IRD1.7M+428K
SWAG301K+199K
AII648K+170K
BUKS1.2M+162K
HGBL2.0M+147K
MDXH263K+104K
CRGO242K+73K
RRN530K+71K
DLHC2.6M+59K
BSVN472K+20K

Decreased Positions

NameSharesChange
DUOT100K-682079
ELVA110K-236467
TWIN246K-52166
ACNT757K-40259
QRHC296K-8831
KVHI170K-1541
FRD151K-74
ELA1.3M-56
RGS69K60K
LSF222K137K

Sector Breakdown

Technology0.0% ($50423618329512416.0T)
Unknown0.0% ($10161376835372.1T)
Industrials0.0% ($148364109869.6T)
Consumer Cyclical0.0% ($1736922781.9T)
Healthcare0.0% ($3347215.1T)
Consumer Defensive0.0% ($1533720.6T)
Financial Services0.0% ($19342.1T)
Communication Services0.0% ($685.5B)
Basic Materials0.0% ($122.5B)
Real Estate0.0% ($940.2M)
Energy0.0% ($58K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 13, 2026$158.3M44
Q3 2025Nov 14, 2025$148.5B47
Q2 2025Aug 14, 2025$115.2B39
Q1 2025May 14, 2025$95.1B32
Q4 2024Feb 14, 2025$104.5B28

Fund Information

CIK0002052205
Most Recent FilingFeb 13, 2026
Number of Filings5

Mink Brook Asset Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $158.3M across 44 holdings. The largest position is BANK7 CORP (BSVN), representing 12.2% of the portfolio. Compared to the previous quarter, the fund opened 5 new positions and closed 8 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.