Mink Brook Asset Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Mink Brook Asset Management LLC reported 44 stock positions worth $158.3 million. Its top holding was BANK7 (BSVN) at 12.2% of the portfolio, followed by Envela (ELA, 11.0%) and Acme United (ACU, 9.7%). Compared with Q3 2025, it opened 5 new positions, sold out of 8, added to 18 and reduced 8. The biggest buy was American Integrity Insurance (AII, shares +36%) and the biggest sale Duos Technologies (DUOT, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0002052205
- Portfolio Value
- $158.3M (Q4 2025)
- SEC Filing
- 0001437749-26-004130 ↗ filed Feb 13, 2026
Holdings Value
Holdings 44 stocks · $158.3M
| BSVN BANK7 Corp. | 12.22% | 472,001 | $19.3M | Add +4.4% |
| ELA Envela Corp. | 10.97% | 1,298,153 | $17.4M | Reduce 0.0% |
| ACU Acme United Corp. filed as ACME UTD CORP | 9.69% | 380,493 | $15.3M | Add +0.2% |
| DLHC DLH Holdings Corp. filed as DLH HLDGS CORP | 9.37% | 2,625,847 | $14.8M | Add +2.3% |
| AII American Integrity Insurance | 8.53% | 648,405 | $13.5M | Add +35.5% |
| ACNT Ascent Industries Co. | 7.74% | 756,765 | $12.3M | Reduce -5.0% |
| CURN Currency Exchange Internatio | 6.42% | 613,221 | $10.2M | Add +0.9% |
| RMNI Rimini Street Inc. | 3.19% | 1,299,741 | $5.0M | Add +73.4% |
| TWIN Twin Disc Inc. | 2.60% | 246,354 | $4.1M | Reduce -17.5% |
| CRAWA Crawford United Corp. | 2.38% | 46,400 | $3.8M | Add +0.2% |
| BUKS Butler National Corp. | 2.29% | 1,194,100 | $3.6M | Add +15.7% |
| STRR Star Equity Holdings Inc. | 2.24% | 314,454 | $3.5M | No change |
| IRD Opus Genetics Inc. | 2.12% | 1,665,631 | $3.3M | Add +34.5% |
| ALOT Astronova Inc. | 2.08% | 380,965 | $3.3M | Add +0.0% |
| FRD Friedman Industries | 1.96% | 151,095 | $3.1M | Reduce -0.1% |
| HGBL Heritage Global Inc. | 1.59% | 2,028,844 | $2.5M | Add +7.8% |
| HLLY Holley Inc. | 1.44% | 551,738 | $2.3M | No change |
| XGN Exagen Inc. | 1.36% | 353,727 | $2.2M | Add +784.3% |
| RRGB Red Robin Gourmet Burgers | 1.36% | 530,345 | $2.1M | Add +15.4% |
| LGCY Legacy Education Inc. | 1.30% | 202,333 | $2.1M | New |
| RGS Regis Corp. | 1.21% | 69,011 | $1.9M | Add +653.0% |
| BBXIA BBX Capital Inc. | 0.79% | 400,801 | $1.2M | No change |
| KVHI KVH Industries Inc. | 0.75% | 170,028 | $1.2M | Reduce -0.9% |
| DUOT Duos Technologies Group Inc. | 0.71% | 100,000 | $1.1M | Reduce -87.2% |
| NAII Natural Alternatives Intl | 0.66% | 293,709 | $1.1M | No change |
| MDXH Mdxhealth | 0.59% | 263,420 | $940K | Add +64.9% |
| AXR Amrep Corp. | 0.59% | 50,000 | $940K | No change |
| ELVA Electrovaya Inc. | 0.55% | 110,000 | $869K | Reduce -68.3% |
| FLNT Fluent Inc. | 0.43% | 285,714 | $686K | No change |
| CSBR Champions Oncology Inc. | 0.35% | 80,305 | $555K | New |
| CRGO Freightos Ltd. | 0.35% | 242,352 | $553K | Add +43.1% |
| QRHC Quest Resource Holding Corp. | 0.35% | 295,587 | $550K | Reduce -2.9% |
| SWAG Stran & Co. Inc. | 0.32% | 300,533 | $499K | Add +196.0% |
| LSF Laird Superfood Inc. | 0.31% | 222,432 | $494K | Add +159.8% |
| KEQU Kewaunee Scientific CP | 0.27% | 11,571 | $433K | No change |
| NTWK Netsol Technologies Inc. | 0.21% | 109,346 | $331K | New |
| CPHC Canterbury Park Holding Corp. | 0.14% | 14,589 | $225K | No change |
| CHCI Comstock Holding Companies | 0.12% | 16,363 | $190K | New |
| ACCS Access Newswire Inc. | 0.12% | 20,396 | $190K | No change |
| CNTY Century Casinos Inc. | 0.11% | 136,001 | $181K | No change |
| BCHT Birchtech Corp. | 0.09% | 46,200 | $147K | New |
| XTNT Xtant Medical Holdings Inc. | 0.05% | 109,466 | $86K | No change |
| DWSN Dawson Geophysical Co. | 0.04% | 37,460 | $58K | No change |
| SALM Salem Media Group Inc. | 0.03% | 115,705 | $51K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| DUOT Duos Technologies Group Inc. | Reduce -87.2% | 0.71% | −3.17 |
| ELVA Electrovaya Inc. | Reduce -68.3% | 0.55% | −0.83 |
| FBRX Forte Biosciences Inc. | Sold out | 0.00% | −0.82 |
| FLL Full House Resorts Inc. | Sold out | 0.00% | −0.45 |
| SPWH Sportsman's Warehouse Holdin | Sold out | 0.00% | −0.44 |
| CDXS Codexis Inc. | Sold out | 0.00% | −0.36 |
| FRD Friedman Industries | Reduce -0.1% | 1.96% | −0.27 |
| FOSL Fossil Group Inc. | Sold out | 0.00% | −0.26 |
| TWIN Twin Disc Inc. | Reduce -17.5% | 2.60% | −0.21 |
| OPXS Optex Systems Holdings Inc. | Sold out | 0.00% | −0.14 |
| PACK Ranpak Holdings Corp. | Sold out | 0.00% | −0.09 |
| BCHT Birchtech Corp. | Sold out | 0.00% | −0.06 |
| QRHC Quest Resource Holding Corp. | Reduce -2.9% | 0.35% | +0.03 |
| KVHI KVH Industries Inc. | Reduce -0.9% | 0.75% | +0.10 |
| ACNT Ascent Industries Co. | Reduce -5.0% | 7.74% | +0.83 |
| ELA Envela Corp. | Reduce 0.0% | 10.97% | +4.15 |
Portfolio Buys Q3 2025 → Q4 2025
| AII American Integrity Insurance | Add +35.5% | 8.53% | +1.34 |
| LGCY Legacy Education Inc. | New | 1.30% | +1.30 |
| XGN Exagen Inc. | Add +784.3% | 1.36% | +1.06 |
| RGS Regis Corp. | Add +653.0% | 1.21% | +1.03 |
| BUKS Butler National Corp. | Add +15.7% | 2.29% | +0.91 |
| RMNI Rimini Street Inc. | Add +73.4% | 3.19% | +0.82 |
| IRD Opus Genetics Inc. | Add +34.5% | 2.12% | +0.74 |
| CSBR Champions Oncology Inc. | New | 0.35% | +0.35 |
| NTWK Netsol Technologies Inc. | New | 0.21% | +0.21 |
| SWAG Stran & Co. Inc. | Add +196.0% | 0.32% | +0.20 |
| CHCI Comstock Holding Companies | New | 0.12% | +0.12 |
| MDXH Mdxhealth | Add +64.9% | 0.59% | +0.09 |
| BCHT Birchtech Corp. | New | 0.09% | +0.09 |
| LSF Laird Superfood Inc. | Add +159.8% | 0.31% | −0.01 |
| CRGO Freightos Ltd. | Add +43.1% | 0.35% | −0.03 |
| CRAWA Crawford United Corp. | Add +0.2% | 2.38% | −0.08 |
| DLHC DLH Holdings Corp. | Add +2.3% | 9.37% | −0.39 |
| HGBL Heritage Global Inc. | Add +7.8% | 1.59% | −0.52 |
| ALOT Astronova Inc. | Add +0.0% | 2.08% | −0.54 |
| CURN Currency Exchange Internatio | Add +0.9% | 6.42% | −0.64 |
| RRGB Red Robin Gourmet Burgers | Add +15.4% | 1.36% | −0.77 |
| ACU Acme United Corp. | Add +0.2% | 9.69% | −0.85 |
| BSVN BANK7 Corp. | Add +4.4% | 12.22% | −1.86 |
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 |