Filed: 11/14/2025ACC: 0001437749-25-035171
📋 What this filing means
MINK BROOK ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 47 equity positions with a total reported market value of $148.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
47
Positions
$148.46M
Total AUM (reported)
18.40M
Total Shares
Allocation by class
COMM$145.99M98.3%
WRNT$1.73M1.2%
ADRS$742.8K0.5%
Portfolio Concentration
Top 3$51.06M34.4%
4–10$55.38M37.3%
11–25$34.03M22.9%
Rest$7.99M5.4%
Top 3 weight
34.4%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 18.40M
Sole
Full voting authority
18.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole47
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings47
Rows:
BANK7 CORP
SOLEShares451.97K
TypeSH
Market value$20.91M
14.09%
Sole
451.97K
Shared
0.00
None
0.00
ACME UNITED CORP
SOLEShares379.89K
TypeSH
Market value$15.64M
10.54%
Sole
379.89K
Shared
0.00
None
0.00
DLH HOLDINGS CORP
SOLEShares2.57M
TypeSH
Market value$14.50M
9.77%
Sole
2.57M
Shared
0.00
None
0.00
AMERICAN INTEGRITY INSURANCE
SOLEShares478.47K
TypeSH
Market value$10.67M
7.19%
Sole
478.47K
Shared
0.00
None
0.00
CURRENCY EXCHANGE INTERNATIO
SOLEShares607.97K
TypeSH
Market value$10.49M
7.06%
Sole
607.97K
Shared
0.00
None
0.00
ASCENT INDUSTRIES CO
SOLEShares797.02K
TypeSH
Market value$10.27M
6.91%
Sole
797.02K
Shared
0.00
None
0.00
ENVELA CORPORATION
SOLEShares1.30M
TypeSH
Market value$10.14M
6.83%
Sole
1.30M
Shared
0.00
None
0.00
DUOS TECHNOLOGIES GROUP INC
SOLEShares782.08K
TypeSH
Market value$5.76M
3.88%
Sole
782.08K
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares298.52K
TypeSH
Market value$4.16M
2.80%
Sole
298.52K
Shared
0.00
None
0.00
ASTRO-MED INC
SOLEShares380.86K
TypeSH
Market value$3.90M
2.63%
Sole
380.86K
Shared
0.00
None
0.00
CRAWFORD UNITED CORPORATION
SOLEShares46.33K
TypeSH
Market value$3.65M
2.46%
Sole
46.33K
Shared
0.00
None
0.00
RIMINI STREET INC
SOLEShares749.57K
TypeSH
Market value$3.51M
2.36%
Sole
749.57K
Shared
0.00
None
0.00
STAR EQUITY HOLDINGS INC
SOLEShares314.45K
TypeSH
Market value$3.50M
2.36%
Sole
314.45K
Shared
0.00
None
0.00
FRIEDMAN INDUSTRIES
SOLEShares151.17K
TypeSH
Market value$3.31M
2.23%
Sole
151.17K
Shared
0.00
None
0.00
RED ROBIN GOURMET BURGERS
SOLEShares459.45K
TypeSH
Market value$3.15M
2.12%
Sole
459.45K
Shared
0.00
None
0.00
HERITAGE GLOBAL INC
SOLEShares1.88M
TypeSH
Market value$3.12M
2.10%
Sole
1.88M
Shared
0.00
None
0.00
OPUS GENETICS INC
SOLEShares1.24M
TypeSH
Market value$2.04M
1.38%
Sole
1.24M
Shared
0.00
None
0.00
ELECTROVAYA INC
SOLEShares346.47K
TypeSH
Market value$2.04M
1.37%
Sole
346.47K
Shared
0.00
None
0.00
BUTLER NATIONAL CORP
SOLEShares1.03M
TypeSH
Market value$2.04M
1.37%
Sole
1.03M
Shared
0.00
None
0.00
HOLLEY INC
SOLEShares551.74K
TypeSH
Market value$1.73M
1.17%
Sole
551.74K
Shared
0.00
None
0.00
BBX CAPITAL INC
SOLEShares400.80K
TypeSH
Market value$1.73M
1.16%
Sole
400.80K
Shared
0.00
None
0.00
FORTE BIOSCIENCES INC
SOLEShares81.31K
TypeSH
Market value$1.22M
0.82%
Sole
81.31K
Shared
0.00
None
0.00
AMREP CORP
SOLEShares50K
TypeSH
Market value$1.20M
0.81%
Sole
50K
Shared
0.00
None
0.00
KVH INDUSTRIES INC
SOLEShares171.57K
TypeSH
Market value$960.8K
0.65%
Sole
171.57K
Shared
0.00
None
0.00
NATURAL ALTERNATIVES INTL
SOLEShares293.71K
TypeSH
Market value$838.3K
0.56%
Sole
293.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK7 CORPSOLE | COMM | 451.97K | SH | $20.91M 14.09% | 451.97K | 0.00 | 0.00 |
ACME UNITED CORPSOLE | COMM | 379.89K | SH | $15.64M 10.54% | 379.89K | 0.00 | 0.00 |
DLH HOLDINGS CORPSOLE | COMM | 2.57M | SH | $14.50M 9.77% | 2.57M | 0.00 | 0.00 |
AMERICAN INTEGRITY INSURANCESOLE | COMM | 478.47K | SH | $10.67M 7.19% | 478.47K | 0.00 | 0.00 |
CURRENCY EXCHANGE INTERNATIOSOLE | COMM | 607.97K | SH | $10.49M 7.06% | 607.97K | 0.00 | 0.00 |
ASCENT INDUSTRIES COSOLE | COMM | 797.02K | SH | $10.27M 6.91% | 797.02K | 0.00 | 0.00 |
ENVELA CORPORATIONSOLE | COMM | 1.30M | SH | $10.14M 6.83% | 1.30M | 0.00 | 0.00 |
DUOS TECHNOLOGIES GROUP INCSOLE | COMM | 782.08K | SH | $5.76M 3.88% | 782.08K | 0.00 | 0.00 |
TWIN DISC INCSOLE | COMM | 298.52K | SH | $4.16M 2.80% | 298.52K | 0.00 | 0.00 |
ASTRO-MED INCSOLE | COMM | 380.86K | SH | $3.90M 2.63% | 380.86K | 0.00 | 0.00 |
CRAWFORD UNITED CORPORATIONSOLE | COMM | 46.33K | SH | $3.65M 2.46% | 46.33K | 0.00 | 0.00 |
RIMINI STREET INCSOLE | COMM | 749.57K | SH | $3.51M 2.36% | 749.57K | 0.00 | 0.00 |
STAR EQUITY HOLDINGS INCSOLE | COMM | 314.45K | SH | $3.50M 2.36% | 314.45K | 0.00 | 0.00 |
FRIEDMAN INDUSTRIESSOLE | COMM | 151.17K | SH | $3.31M 2.23% | 151.17K | 0.00 | 0.00 |
RED ROBIN GOURMET BURGERSSOLE | COMM | 459.45K | SH | $3.15M 2.12% | 459.45K | 0.00 | 0.00 |
HERITAGE GLOBAL INCSOLE | COMM | 1.88M | SH | $3.12M 2.10% | 1.88M | 0.00 | 0.00 |
OPUS GENETICS INCSOLE | COMM | 1.24M | SH | $2.04M 1.38% | 1.24M | 0.00 | 0.00 |
ELECTROVAYA INCSOLE | COMM | 346.47K | SH | $2.04M 1.37% | 346.47K | 0.00 | 0.00 |
BUTLER NATIONAL CORPSOLE | COMM | 1.03M | SH | $2.04M 1.37% | 1.03M | 0.00 | 0.00 |
HOLLEY INCSOLE | WRNT | 551.74K | SH | $1.73M 1.17% | 551.74K | 0.00 | 0.00 |
BBX CAPITAL INCSOLE | COMM | 400.80K | SH | $1.73M 1.16% | 400.80K | 0.00 | 0.00 |
FORTE BIOSCIENCES INCSOLE | COMM | 81.31K | SH | $1.22M 0.82% | 81.31K | 0.00 | 0.00 |
AMREP CORPSOLE | COMM | 50K | SH | $1.20M 0.81% | 50K | 0.00 | 0.00 |
KVH INDUSTRIES INCSOLE | COMM | 171.57K | SH | $960.8K 0.65% | 171.57K | 0.00 | 0.00 |
NATURAL ALTERNATIVES INTLSOLE | COMM | 293.71K | SH | $838.3K 0.56% | 293.71K | 0.00 | 0.00 |
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