StockDriftsStockDriftsTop 46 Minerva Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EML | EASTERN CO | 9.61% | 546.4K | $15.2M | +0.00%(+0) | $18.92(+35.62%) | 2026-06-30 | |
| TG | TREDEGAR CORP | 8.38% | 1.67M | $13.3M | +0.00%(+0) | $7.24(+10.23%) | 2026-06-30 | |
| INFU | INFUSYSTEM HLDGS INC | 8.22% | 1.35M | $13.0M | +12.00%(+144.51K) | $4.25(+188.95%) | 2026-06-30 | |
| SIF | SIFCO INDS INC | 6.74% | 455.6K | $10.7M | -5.20%(-25.00K) | $5.98(+234.57%) | 2026-06-30 | |
| ESCA | ESCALADE INC | 6.73% | 567.2K | $10.7M | -0.07%(-399) | $8.79(+136.74%) | 2026-06-30 | |
| VIRC | VIRCO MFG CO | 5.96% | 1.54M | $9.4M | +1.19%(+18.00K) | $4.35(+42.22%) | 2026-06-30 | |
| UTMD | UTAH MED PRODS INC | 4.08% | 93.6K | $6.5M | +0.00%(+0) | $64.54(+11.71%) | 2026-06-30 | |
| UFI | UNIFI INC | 3.78% | 1.26M | $6.0M | +0.01%(+166) | $6.09(+5.95%) | 2026-06-30 | |
| DLHC | DLH HLDGS CORP | 3.7% | 1.12M | $5.9M | +0.30%(+3.33K) | $8.80(-47.03%) | 2026-06-30 | |
| NVGS | NAVIGATOR HLDGS LTD | 3.49% | 296.2K | $5.5M | +0.00%(+0) | $21.71(-1.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.04% | +77.32% | +5.64% | +31.55% |
| Top 20 Holdings Unweighted | +23.48% | +88.26% | +8.65% | +51.42% |
Minerva Advisors LLC reports $158.28M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are EML (9.6%), TG (8.4%) and INFU (8.2%). The top 20 holdings account for 85.2% of reported assets. Its disclosed equity book has returned +77.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Minerva Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541536). View Minerva Advisors LLC’s 13F filings on SEC