Mink Brook Asset Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 1, 2026), Mink Brook Asset Management LLC reported 54 stock positions worth $179.2 million. Its top holding was Envela (ELA) at 11.9% of the portfolio, followed by BANK7 (BSVN, 10.5%) and Acme United (ACU, 9.5%). Compared with Q4 2025, it opened 14 new positions, sold out of 4, added to 23 and reduced 5. The biggest buy was a new position in Creative Realities (CREX) and the biggest sale an exit from Crawford United (CRAWA).
- Most Recent 13F
- Q2 2026
- Location
- West Palm Beach, FL
- CIK
- 0002052205
- Portfolio Value
- $179.2M (Q1 2026)
- SEC Filing
- 0001437749-26-010914 ↗ filed Apr 1, 2026
Holdings Value
Holdings 54 stocks · $179.2M
| ELA Envela Corp. | 11.87% | 1,277,053 | $21.3M | Reduce -1.6% |
| BSVN BANK7 Corp. | 10.52% | 472,660 | $18.8M | Add +0.1% |
| ACU Acme United Corp. filed as ACME UTD CORP | 9.54% | 380,643 | $17.1M | Add +0.0% |
| AII American Integrity Insurance | 9.06% | 842,438 | $16.2M | Add +29.9% |
| DLHC DLH Holdings Corp. filed as DLH HLDGS CORP | 8.69% | 2,677,517 | $15.6M | Add +2.0% |
| ACNT Ascent Industries Co. | 6.58% | 886,769 | $11.8M | Add +17.2% |
| CURN Currency Exchange Internatio | 6.12% | 613,221 | $11.0M | No change |
| RMNI Rimini Street Inc. | 3.51% | 1,919,830 | $6.3M | Add +47.7% |
| BUKS Butler National Corp. | 2.85% | 1,355,066 | $5.1M | Add +13.5% |
| ALOT Astronova Inc. | 1.95% | 380,965 | $3.5M | No change |
| STRR Star Equity Holdings Inc. | 1.81% | 316,139 | $3.2M | Add +0.5% |
| LGCY Legacy Education Inc. | 1.77% | 252,784 | $3.2M | Add +24.9% |
| HGBL Heritage Global Inc. | 1.70% | 2,238,256 | $3.0M | Add +10.3% |
| FRD Friedman Industries | 1.61% | 162,900 | $2.9M | Add +7.8% |
| MDXH Mdxhealth | 1.54% | 1,203,454 | $2.8M | Add +356.9% |
| IRD Opus Genetics Inc. | 1.50% | 590,552 | $2.7M | Reduce -64.5% |
| CREX Creative Realities Inc. | 1.47% | 763,379 | $2.6M | New |
| RGS Regis Corp. | 1.39% | 100,893 | $2.5M | Add +46.2% |
| CHCI Comstock Holding Companies | 1.26% | 119,668 | $2.3M | Add +631.3% |
| ACR Acres Commercial Realty Corp. | 1.00% | 92,430 | $1.8M | New |
| HLLY Holley Inc. | 0.94% | 551,738 | $1.7M | No change |
| TWIN Twin Disc Inc. | 0.94% | 111,216 | $1.7M | Reduce -54.9% |
| MPAA Motorcar Parts of America Inc. | 0.89% | 143,543 | $1.6M | New |
| KVHI KVH Industries Inc. | 0.86% | 172,095 | $1.5M | Add +1.2% |
| AXR Amrep Corp. | 0.79% | 50,621 | $1.4M | Add +1.2% |
| PBAM Private Bancorp of America I | 0.76% | 20,000 | $1.4M | New |
| BBXIA BBX Capital Inc. | 0.69% | 400,801 | $1.2M | No change |
| MCDIF McDermott International Ltd. | 0.67% | 46,530 | $1.2M | New |
| HIT Health in Tech Inc. Class A | 0.65% | 806,461 | $1.2M | New |
| RRGB Red Robin Gourmet Burgers | 0.65% | 396,719 | $1.2M | Reduce -25.2% |
| XGN Exagen Inc. | 0.62% | 369,027 | $1.1M | Add +4.3% |
| FLNT Fluent Inc. | 0.60% | 338,984 | $1.1M | Add +18.6% |
| EKSO BIONICS HLDGS INC | 0.57% | 95,331 | $1.0M | New |
| OPXS Optex Systems Holdings Inc. | 0.48% | 64,839 | $857K | New |
| SWAG Stran & Co. Inc. | 0.46% | 497,414 | $821K | Add +65.5% |
| NAII Natural Alternatives Intl | 0.43% | 293,709 | $772K | No change |
| LSF Laird Superfood Inc. | 0.43% | 355,424 | $764K | Add +59.8% |
| KEQU Kewaunee Scientific CP | 0.41% | 21,447 | $735K | Add +85.3% |
| CSBR Champions Oncology Inc. | 0.36% | 111,338 | $640K | Add +38.6% |
| LPCN Lipocine Inc. | 0.30% | 66,812 | $534K | New |
| CRGO Freightos Ltd. | 0.26% | 289,198 | $474K | Add +19.3% |
| FTLF Fitlife Brands Inc. | 0.23% | 28,644 | $407K | New |
| LYTS Lsi Industries Inc. | 0.21% | 20,000 | $372K | New |
| NTWK Netsol Technologies Inc. | 0.21% | 109,346 | $371K | No change |
| QRHC Quest Resource Holding Corp. | 0.20% | 295,587 | $352K | No change |
| CPHC Canterbury Park Holding Corp. | 0.13% | 14,589 | $227K | No change |
| MXCT Maxcyte Inc. | 0.11% | 284,024 | $200K | New |
| CNTY Century Casinos Inc. | 0.11% | 136,001 | $189K | No change |
| ACCS Access Newswire Inc. | 0.10% | 20,396 | $181K | No change |
| ACFN Acorn Energy Inc. | 0.09% | 10,000 | $170K | New |
| INVE Inve Technologies Inc. filed as IDENTIV INC | 0.04% | 19,203 | $71K | New |
| XTNT Xtant Medical Holdings Inc. | 0.03% | 109,466 | $61K | No change |
| BCHT Birchtech Corp. | 0.03% | 30,000 | $57K | Reduce -35.1% |
| SALM Salem Media Group Inc. | 0.03% | 115,705 | $48K | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CRAWA Crawford United Corp. | Sold out | 0.00% | −2.38 |
| TWIN Twin Disc Inc. | Reduce -54.9% | 0.94% | −1.66 |
| DUOT Duos Technologies Group Inc. | Sold out | 0.00% | −0.71 |
| RRGB Red Robin Gourmet Burgers | Reduce -25.2% | 0.65% | −0.71 |
| IRD Opus Genetics Inc. | Reduce -64.5% | 1.50% | −0.62 |
| ELVA Electrovaya Inc. | Sold out | 0.00% | −0.55 |
| BCHT Birchtech Corp. | Reduce -35.1% | 0.03% | −0.06 |
| DWSN Dawson Geophysical Co. | Sold out | 0.00% | −0.04 |
| ELA Envela Corp. | Reduce -1.6% | 11.87% | +0.90 |
Portfolio Buys Q4 2025 → Q1 2026
| CREX Creative Realities Inc. | New | 1.47% | +1.47 |
| CHCI Comstock Holding Companies | Add +631.3% | 1.26% | +1.14 |
| ACR Acres Commercial Realty Corp. | New | 1.00% | +1.00 |
| MDXH Mdxhealth | Add +356.9% | 1.54% | +0.95 |
| MPAA Motorcar Parts of America Inc. | New | 0.89% | +0.89 |
| PBAM Private Bancorp of America I | New | 0.76% | +0.76 |
| MCDIF McDermott International Ltd. | New | 0.67% | +0.67 |
| HIT Health in Tech Inc. Class A | New | 0.65% | +0.65 |
| EKSO BIONICS HLDGS INC | New | 0.57% | +0.57 |
| BUKS Butler National Corp. | Add +13.5% | 2.85% | +0.56 |
| AII American Integrity Insurance | Add +29.9% | 9.06% | +0.53 |
| OPXS Optex Systems Holdings Inc. | New | 0.48% | +0.48 |
| LGCY Legacy Education Inc. | Add +24.9% | 1.77% | +0.46 |
| RMNI Rimini Street Inc. | Add +47.7% | 3.51% | +0.33 |
| LPCN Lipocine Inc. | New | 0.30% | +0.30 |
| FTLF Fitlife Brands Inc. | New | 0.23% | +0.23 |
| LYTS Lsi Industries Inc. | New | 0.21% | +0.21 |
| AXR Amrep Corp. | Add +1.2% | 0.79% | +0.20 |
| RGS Regis Corp. | Add +46.2% | 1.39% | +0.18 |
| FLNT Fluent Inc. | Add +18.6% | 0.60% | +0.16 |
| SWAG Stran & Co. Inc. | Add +65.5% | 0.46% | +0.14 |
| KEQU Kewaunee Scientific CP | Add +85.3% | 0.41% | +0.14 |
| LSF Laird Superfood Inc. | Add +59.8% | 0.43% | +0.11 |
| KVHI KVH Industries Inc. | Add +1.2% | 0.86% | +0.11 |
| MXCT Maxcyte Inc. | New | 0.11% | +0.11 |
| HGBL Heritage Global Inc. | Add +10.3% | 1.70% | +0.11 |
| ACFN Acorn Energy Inc. | New | 0.09% | +0.09 |
| INVE Inve Technologies Inc. | New | 0.04% | +0.04 |
| CSBR Champions Oncology Inc. | Add +38.6% | 0.36% | +0.01 |
| CRGO Freightos Ltd. | Add +19.3% | 0.26% | −0.08 |
| ACU Acme United Corp. | Add +0.0% | 9.54% | −0.15 |
| FRD Friedman Industries | Add +7.8% | 1.61% | −0.35 |
| STRR Star Equity Holdings Inc. | Add +0.5% | 1.81% | −0.42 |
| DLHC DLH Holdings Corp. | Add +2.0% | 8.69% | −0.68 |
| XGN Exagen Inc. | Add +4.3% | 0.62% | −0.74 |
| ACNT Ascent Industries Co. | Add +17.2% | 6.58% | −1.16 |
| BSVN BANK7 Corp. | Add +0.1% | 10.52% | −1.70 |
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 |