StockDriftsStockDriftsTop 50 Mink Brook Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ELA | ENVELA CORPORATION | 15.91% | 1.25M | $36.1M | -2.25%(-28.73K) | $6.38(+151.44%) | 2026-06-30 | |
| BSVN | BANK7 CORP | 10.28% | 475.6K | $23.3M | +0.62%(+2.95K) | $42.00(+24.51%) | 2026-06-30 | |
| AII | AMERICAN INTEGRITY INSURANCE | 8.13% | 978.0K | $18.4M | +16.09%(+135.53K) | $19.47(+23.23%) | 2026-06-30 | |
| ACU | ACME UNITED CORP | 8.02% | 380.6K | $18.2M | +0.00%(+0) | $39.54(+52.76%) | 2026-06-30 | |
| DLHC | DLH HOLDINGS CORP | 6.53% | 2.82M | $14.8M | +5.17%(+138.54K) | $6.93(-32.77%) | 2026-06-30 | |
| ACNT | ASCENT INDUSTRIES CO | 5.87% | 884.5K | $13.3M | -0.26%(-2.29K) | $11.08(+35.87%) | 2026-06-30 | |
| CURN | CURRENCY EXCHANGE INTERNATIO | 5.75% | 613.2K | $13.0M | +0.00%(+0) | $16.99(+23.02%) | 2026-06-30 | |
| ALOT | ASTRO-MED INC | 4.79% | 381.0K | $10.8M | +0.00%(+0) | $12.70(+127.63%) | 2026-06-30 | |
| RMNI | RIMINI STREET INC | 4.45% | 2.37M | $10.1M | +23.36%(+448.52K) | $3.95(+26.18%) | 2026-06-30 | |
| BUKS | BUTLER NATIONAL CORP | 2.62% | 1.42M | $5.9M | +4.87%(+66.05K) | $2.11(+125.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +36.23% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.07% |
Mink Brook Asset Management LLC reports $226.57M in US-listed equity holdings across 52 positions in its most recent 13F filing. Its largest disclosed positions are ELA (15.9%), BSVN (10.3%) and AII (8.1%). The top 20 holdings account for 87.91% of reported assets. Its disclosed equity book has returned +36.23% cumulatively over 6 quarters. 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 Mink Brook Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2052205). View Mink Brook Asset Management LLC’s 13F filings on SEC