Filed: 2/13/2026ACC: 0001437749-26-004130
📋 What this filing means
MINK BROOK ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $158.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$158.27M
Total AUM (reported)
19.26M
Total Shares
Allocation by class
COMM$155.05M98.0%
WRNT$2.28M1.4%
ADRS$940.4K0.6%
Portfolio Concentration
Top 3$52.05M32.9%
4–10$63.68M40.2%
11–25$34.57M21.8%
Rest$7.98M5.0%
Top 3 weight
32.9%
Top 10 weight
73.1%
Voting Authority Distribution
Total shares with voting rights: 19.26M
Sole
Full voting authority
19.26M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
BANK7 CORP
SOLEShares472K
TypeSH
Market value$19.34M
12.22%
Sole
472K
Shared
0.00
None
0.00
ENVELA CORPORATION
SOLEShares1.30M
TypeSH
Market value$17.37M
10.97%
Sole
1.30M
Shared
0.00
None
0.00
ACME UNITED CORP
SOLEShares380.49K
TypeSH
Market value$15.34M
9.69%
Sole
380.49K
Shared
0.00
None
0.00
DLH HOLDINGS CORP
SOLEShares2.63M
TypeSH
Market value$14.84M
9.37%
Sole
2.63M
Shared
0.00
None
0.00
AMERICAN INTEGRITY INSURANCE
SOLEShares648.40K
TypeSH
Market value$13.51M
8.53%
Sole
648.40K
Shared
0.00
None
0.00
ASCENT INDUSTRIES CO
SOLEShares756.76K
TypeSH
Market value$12.25M
7.74%
Sole
756.76K
Shared
0.00
None
0.00
CURRENCY EXCHANGE INTERNATIO
SOLEShares613.22K
TypeSH
Market value$10.16M
6.42%
Sole
613.22K
Shared
0.00
None
0.00
RIMINI STREET INC
SOLEShares1.30M
TypeSH
Market value$5.04M
3.19%
Sole
1.30M
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares246.35K
TypeSH
Market value$4.11M
2.60%
Sole
246.35K
Shared
0.00
None
0.00
CRAWFORD UNITED CORPORATION
SOLEShares46.40K
TypeSH
Market value$3.77M
2.38%
Sole
46.40K
Shared
0.00
None
0.00
BUTLER NATIONAL CORP
SOLEShares1.19M
TypeSH
Market value$3.62M
2.29%
Sole
1.19M
Shared
0.00
None
0.00
STAR EQUITY HOLDINGS INC
SOLEShares314.45K
TypeSH
Market value$3.54M
2.24%
Sole
314.45K
Shared
0.00
None
0.00
OPUS GENETICS INC
SOLEShares1.67M
TypeSH
Market value$3.35M
2.12%
Sole
1.67M
Shared
0.00
None
0.00
ASTRO-MED INC
SOLEShares380.96K
TypeSH
Market value$3.30M
2.08%
Sole
380.96K
Shared
0.00
None
0.00
FRIEDMAN INDUSTRIES
SOLEShares151.09K
TypeSH
Market value$3.10M
1.96%
Sole
151.09K
Shared
0.00
None
0.00
HERITAGE GLOBAL INC
SOLEShares2.03M
TypeSH
Market value$2.52M
1.59%
Sole
2.03M
Shared
0.00
None
0.00
HOLLEY INC
SOLEShares551.74K
TypeSH
Market value$2.28M
1.44%
Sole
551.74K
Shared
0.00
None
0.00
EXAGEN INC
SOLEShares353.73K
TypeSH
Market value$2.15M
1.36%
Sole
353.73K
Shared
0.00
None
0.00
RED ROBIN GOURMET BURGERS
SOLEShares530.35K
TypeSH
Market value$2.15M
1.36%
Sole
530.35K
Shared
0.00
None
0.00
LEGACY EDUCATION INC
SOLEShares202.33K
TypeSH
Market value$2.06M
1.30%
Sole
202.33K
Shared
0.00
None
0.00
REGIS CORP
SOLEShares69.01K
TypeSH
Market value$1.92M
1.21%
Sole
69.01K
Shared
0.00
None
0.00
BBX CAPITAL INC
SOLEShares400.80K
TypeSH
Market value$1.24M
0.79%
Sole
400.80K
Shared
0.00
None
0.00
KVH INDUSTRIES INC
SOLEShares170.03K
TypeSH
Market value$1.19M
0.75%
Sole
170.03K
Shared
0.00
None
0.00
DUOS TECHNOLOGIES GROUP INC
SOLEShares100K
TypeSH
Market value$1.13M
0.71%
Sole
100K
Shared
0.00
None
0.00
NATURAL ALTERNATIVES INTL
SOLEShares293.71K
TypeSH
Market value$1.05M
0.66%
Sole
293.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK7 CORPSOLE | COMM | 472K | SH | $19.34M 12.22% | 472K | 0.00 | 0.00 |
ENVELA CORPORATIONSOLE | COMM | 1.30M | SH | $17.37M 10.97% | 1.30M | 0.00 | 0.00 |
ACME UNITED CORPSOLE | COMM | 380.49K | SH | $15.34M 9.69% | 380.49K | 0.00 | 0.00 |
DLH HOLDINGS CORPSOLE | COMM | 2.63M | SH | $14.84M 9.37% | 2.63M | 0.00 | 0.00 |
AMERICAN INTEGRITY INSURANCESOLE | COMM | 648.40K | SH | $13.51M 8.53% | 648.40K | 0.00 | 0.00 |
ASCENT INDUSTRIES COSOLE | COMM | 756.76K | SH | $12.25M 7.74% | 756.76K | 0.00 | 0.00 |
CURRENCY EXCHANGE INTERNATIOSOLE | COMM | 613.22K | SH | $10.16M 6.42% | 613.22K | 0.00 | 0.00 |
RIMINI STREET INCSOLE | COMM | 1.30M | SH | $5.04M 3.19% | 1.30M | 0.00 | 0.00 |
TWIN DISC INCSOLE | COMM | 246.35K | SH | $4.11M 2.60% | 246.35K | 0.00 | 0.00 |
CRAWFORD UNITED CORPORATIONSOLE | COMM | 46.40K | SH | $3.77M 2.38% | 46.40K | 0.00 | 0.00 |
BUTLER NATIONAL CORPSOLE | COMM | 1.19M | SH | $3.62M 2.29% | 1.19M | 0.00 | 0.00 |
STAR EQUITY HOLDINGS INCSOLE | COMM | 314.45K | SH | $3.54M 2.24% | 314.45K | 0.00 | 0.00 |
OPUS GENETICS INCSOLE | COMM | 1.67M | SH | $3.35M 2.12% | 1.67M | 0.00 | 0.00 |
ASTRO-MED INCSOLE | COMM | 380.96K | SH | $3.30M 2.08% | 380.96K | 0.00 | 0.00 |
FRIEDMAN INDUSTRIESSOLE | COMM | 151.09K | SH | $3.10M 1.96% | 151.09K | 0.00 | 0.00 |
HERITAGE GLOBAL INCSOLE | COMM | 2.03M | SH | $2.52M 1.59% | 2.03M | 0.00 | 0.00 |
HOLLEY INCSOLE | WRNT | 551.74K | SH | $2.28M 1.44% | 551.74K | 0.00 | 0.00 |
EXAGEN INCSOLE | COMM | 353.73K | SH | $2.15M 1.36% | 353.73K | 0.00 | 0.00 |
RED ROBIN GOURMET BURGERSSOLE | COMM | 530.35K | SH | $2.15M 1.36% | 530.35K | 0.00 | 0.00 |
LEGACY EDUCATION INCSOLE | COMM | 202.33K | SH | $2.06M 1.30% | 202.33K | 0.00 | 0.00 |
REGIS CORPSOLE | COMM | 69.01K | SH | $1.92M 1.21% | 69.01K | 0.00 | 0.00 |
BBX CAPITAL INCSOLE | COMM | 400.80K | SH | $1.24M 0.79% | 400.80K | 0.00 | 0.00 |
KVH INDUSTRIES INCSOLE | COMM | 170.03K | SH | $1.19M 0.75% | 170.03K | 0.00 | 0.00 |
DUOS TECHNOLOGIES GROUP INCSOLE | COMM | 100K | SH | $1.13M 0.71% | 100K | 0.00 | 0.00 |
NATURAL ALTERNATIVES INTLSOLE | COMM | 293.71K | SH | $1.05M 0.66% | 293.71K | 0.00 | 0.00 |
Page 1 of 2