Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Mink Brook Asset Management LLC

•CIK: 2052205•Filing: Q4 2025

**Mink Brook Asset Management LLC** manages $158M across a portfolio of 44 positions. The firm exhibits concentrated exposure, with its top holdings including BSVN at $19.3M and ELA at $17.4M. Significant allocations are also visible in ACU ($15.3M), DLHC ($14.8M), and AII ($13.5M). This structure suggests a focused, high-conviction approach within its investment mandate.

Total AUM

$158.3M

QoQ Performance

+6.6%

Positions

44

Top 10 Concentration

73.1%

Latest Filing

Q4 2025

Top Holdings Allocation

BSVN

ELA

ACU

DLHC

AII

ACNT

CXI

BSVN12.2%

ELA11.0%

ACU9.7%

DLHC9.4%

AII8.5%

ACNT7.7%

CXI6.4%

RMNI3.2%

📈 Biggest Buys

AMERICAN INTEGRITY INSURANCE

+35.5%

8.5% of portfolio

RIMINI STREET INC

+73.4%

3.2% of portfolio

LEGACY EDUCATION INC

NEW

1.3% of portfolio

EXAGEN INC

+784.3%

1.4% of portfolio

REGIS CORP

+653.0%

1.2% of portfolio

📉 Biggest Sells

DUOS TECHNOLOGIES GROUP INC

-87.2%

0.7% of portfolio

ELECTROVAYA INC

-68.3%

0.5% of portfolio

TWIN DISC INC

-17.5%

2.6% of portfolio

ASCENT INDUSTRIES CO

-5.1%

7.7% of portfolio

QUEST RESOURCE HOLDING CORP

-2.9%

0.3% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

FORTE BIOSCIENCES INC

SOLD

$1.2M

FULL HOUSE RESORTS INC

SOLD

$665.1K

SPORTSMAN`S WAREHOUSE HOLDIN

SOLD

$659.7K

CODEXIS INC

SOLD

$536.8K

FOSSIL INC

SOLD

$385.5K

+3 more exited positions

Changes from Q3 2025

NEW5 new positions

↑18 increased

↓8 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

ENVELA CORPORATION

ACME UNITED CORP

DLH HOLDINGS CORP

AMERICAN INTEGRITY INSURANCE

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