Mink Brook Asset Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Mink Brook Asset Management LLC reported 32 stock positions worth $95.1 million. Its top holding was BANK7 (BSVN) at 17.1% of the portfolio, followed by Acme United (ACU, 13.3%) and Ascent Industries (ACNT, 13.3%). Compared with Q4 2024, it opened 5 new positions, sold out of 1, added to 11 and reduced 3. The biggest buy was Acme United (ACU, shares +22%) and the biggest sale Eton Pharmaceuticals (ETON, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0002052205
- Portfolio Value
- $95.1M (Q1 2025)
- SEC Filing
- 0001214659-25-007608 ↗ filed May 14, 2025
Holdings Value
Holdings 32 stocks · $95.1M
| BSVN BANK7 Corp. | 17.08% | 419,583 | $16.3M | Reduce -1.4% |
| ACU Acme United Corp. filed as ACME UTD CORP | 13.34% | 320,341 | $12.7M | Add +22.4% |
| ACNT Ascent Industries Co. | 13.32% | 1,000,697 | $12.7M | Add +0.4% |
| CURN Currency Exchange Internatio | 8.63% | 567,733 | $8.2M | Add +10.0% |
| ELA Envela Corp. | 8.51% | 1,299,523 | $8.1M | Add +13.7% |
| DLHC DLH Holdings Corp. filed as DLH HLDGS CORP | 6.12% | 1,438,507 | $5.8M | Add +5.1% |
| SRBK Sr Bancorp Inc. | 4.55% | 362,952 | $4.3M | Add +27.7% |
| HGBL Heritage Global Inc. | 4.28% | 1,867,021 | $4.1M | No change |
| ALOT Astronova Inc. | 3.63% | 375,406 | $3.4M | Add +0.0% |
| STRR Star Equity Holdings Inc. filed as HUDSON GLOBAL INC | 2.97% | 265,257 | $2.8M | Add +1.6% |
| FRD Friedman Industries | 2.97% | 189,616 | $2.8M | Add +0.5% |
| BBXIA BBX Capital Inc. | 2.62% | 393,301 | $2.5M | No change |
| ETON Eton Pharmaceuticals Inc. | 1.93% | 141,488 | $1.8M | Reduce -69.0% |
| HLLY Holley Inc. | 1.49% | 551,738 | $1.4M | No change |
| CRAWA Crawford United Corp. | 1.48% | 28,854 | $1.4M | Add +20.0% |
| NAII Natural Alternatives Intl | 1.07% | 294,915 | $1.0M | Reduce -1.7% |
| FTLF Fitlife Brands Inc. | 0.98% | 76,766 | $929K | No change |
| ELVA Electrovaya Inc. | 0.92% | 378,388 | $874K | Add +8.3% |
| IRD Opus Genetics Inc. | 0.84% | 810,080 | $795K | New |
| DWSN Dawson Geophysical Co. | 0.70% | 540,417 | $665K | No change |
| KVHI KVH Industries Inc. | 0.46% | 83,301 | $441K | New |
| TELA Tela Bio Inc. | 0.46% | 357,092 | $436K | No change |
| CDXS Codexis Inc. | 0.36% | 126,642 | $341K | New |
| ENZB Enzo Biochem Inc. | 0.31% | 807,899 | $299K | No change |
| SALM Salem Media Group Inc. | 0.29% | 527,004 | $279K | No change |
| CPHC Canterbury Park Holding Corp. | 0.28% | 14,589 | $266K | No change |
| CNTY Century Casinos Inc. | 0.21% | 119,997 | $203K | New |
| BCHT Birchtech Corp. | 0.08% | 150,000 | $75K | No change |
| CXDO Crexendo Inc. | 0.08% | 15,353 | $75K | New |
| XTNT Xtant Medical Holdings Inc. | 0.02% | 48,469 | $23K | No change |
| SPWH Sportsman's Warehouse Holdin | 0.02% | 15,382 | $15K | No change |
| TBHC Brand House Collective Inc./T filed as KIRKLANDS INC | 0.01% | 10,000 | $13K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| ACU Acme United Corp. | Add +22.4% | 13.34% | +3.99 |
| ACNT Ascent Industries Co. | Add +0.4% | 13.32% | +2.65 |
| SRBK Sr Bancorp Inc. | Add +27.7% | 4.55% | +1.31 |
| IRD Opus Genetics Inc. | New | 0.84% | +0.84 |
| ELA Envela Corp. | Add +13.7% | 8.51% | +0.65 |
| CURN Currency Exchange Internatio | Add +10.0% | 8.63% | +0.53 |
| CRAWA Crawford United Corp. | Add +20.0% | 1.48% | +0.51 |
| KVHI KVH Industries Inc. | New | 0.46% | +0.46 |
| CDXS Codexis Inc. | New | 0.36% | +0.36 |
| CNTY Century Casinos Inc. | New | 0.21% | +0.21 |
| FRD Friedman Industries | Add +0.5% | 2.97% | +0.21 |
| ELVA Electrovaya Inc. | Add +8.3% | 0.92% | +0.09 |
| CXDO Crexendo Inc. | New | 0.08% | +0.08 |
| STRR Star Equity Holdings Inc. | Add +1.6% | 2.97% | −0.29 |
| ALOT Astronova Inc. | Add +0.0% | 3.63% | −0.69 |
| DLHC DLH Holdings Corp. | Add +5.1% | 6.12% | −4.40 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 52 | $226.6M | ELA, BSVN, AII, ACU, DLHC |
| Q1 2026 | 54 | $179.2M | ELA, BSVN, ACU, AII, DLHC |
| Q4 2025 | 44 | $158.3M | BSVN, ELA, ACU, DLHC, AII |
| Q3 2025 | 47 | $148.5M | BSVN, ACU, DLHC, AII, CURN |
| Q2 2025 | 39 | $115.2M | BSVN, ACU, DLHC, ACNT, CURN |
| Q1 2025 | 32 | $95.1M | BSVN, ACU, ACNT, CURN, ELA |
| Q4 2024 | 28 | $104.5M | BSVN, ACNT, DLHC, ACU, CURN |