Filed: 4/1/2026ACC: 0001437749-26-010914
📋 What this filing means
MINK BROOK ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 54 equity positions with a total reported market value of $179.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
54
Positions
$179.24M
Total AUM (reported)
23.04M
Total Shares
Allocation by class
COMM$171.82M95.9%
ADRS$2.77M1.5%
REIT$1.79M1.0%
WRNT$1.69M0.9%
CL A$1.17M0.7%
Portfolio Concentration
Top 3$57.22M31.9%
4–10$69.50M38.8%
11–25$34.89M19.5%
Rest$17.63M9.8%
Top 3 weight
31.9%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 23.04M
Sole
Full voting authority
23.04M
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)
Sole54
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings54
Rows:
ENVELA CORPORATION
SOLEShares1.28M
TypeSH
Market value$21.28M
11.87%
Sole
1.28M
Shared
0.00
None
0.00
BANK7 CORP
SOLEShares472.66K
TypeSH
Market value$18.85M
10.52%
Sole
472.66K
Shared
0.00
None
0.00
ACME UNITED CORP
SOLEShares380.64K
TypeSH
Market value$17.09M
9.54%
Sole
380.64K
Shared
0.00
None
0.00
AMERICAN INTEGRITY INSURANCE
SOLEShares842.44K
TypeSH
Market value$16.24M
9.06%
Sole
842.44K
Shared
0.00
None
0.00
DLH HOLDINGS CORP
SOLEShares2.68M
TypeSH
Market value$15.58M
8.69%
Sole
2.68M
Shared
0.00
None
0.00
ASCENT INDUSTRIES CO
SOLEShares886.77K
TypeSH
Market value$11.80M
6.58%
Sole
886.77K
Shared
0.00
None
0.00
CURRENCY EXCHANGE INTERNATIO
SOLEShares613.22K
TypeSH
Market value$10.96M
6.12%
Sole
613.22K
Shared
0.00
None
0.00
RIMINI STREET INC
SOLEShares1.92M
TypeSH
Market value$6.30M
3.51%
Sole
1.92M
Shared
0.00
None
0.00
BUTLER NATIONAL CORP
SOLEShares1.36M
TypeSH
Market value$5.11M
2.85%
Sole
1.36M
Shared
0.00
None
0.00
ASTRO-MED INC
SOLEShares380.96K
TypeSH
Market value$3.50M
1.95%
Sole
380.96K
Shared
0.00
None
0.00
STAR EQUITY HOLDINGS INC
SOLEShares316.14K
TypeSH
Market value$3.25M
1.81%
Sole
316.14K
Shared
0.00
None
0.00
LEGACY EDUCATION INC
SOLEShares252.78K
TypeSH
Market value$3.16M
1.77%
Sole
252.78K
Shared
0.00
None
0.00
HERITAGE GLOBAL INC
SOLEShares2.24M
TypeSH
Market value$3.04M
1.70%
Sole
2.24M
Shared
0.00
None
0.00
FRIEDMAN INDUSTRIES
SOLEShares162.90K
TypeSH
Market value$2.89M
1.61%
Sole
162.90K
Shared
0.00
None
0.00
MDXHEALTH SA-ADR
SOLEShares1.20M
TypeSH
Market value$2.77M
1.54%
Sole
1.20M
Shared
0.00
None
0.00
OPUS GENETICS INC
SOLEShares590.55K
TypeSH
Market value$2.69M
1.50%
Sole
590.55K
Shared
0.00
None
0.00
CREATIVE REALITIES INC
SOLEShares763.38K
TypeSH
Market value$2.63M
1.47%
Sole
763.38K
Shared
0.00
None
0.00
REGIS CORP
SOLEShares100.89K
TypeSH
Market value$2.49M
1.39%
Sole
100.89K
Shared
0.00
None
0.00
COMSTOCK HOMEBUILDING COS-A
SOLEShares119.67K
TypeSH
Market value$2.27M
1.26%
Sole
119.67K
Shared
0.00
None
0.00
ACRES COMMERCIAL REALTY CORP
SOLEShares92.43K
TypeSH
Market value$1.79M
1.00%
Sole
92.43K
Shared
0.00
None
0.00
HOLLEY INC
SOLEShares551.74K
TypeSH
Market value$1.69M
0.95%
Sole
551.74K
Shared
0.00
None
0.00
TWIN DISC INC
SOLEShares111.22K
TypeSH
Market value$1.68M
0.94%
Sole
111.22K
Shared
0.00
None
0.00
MOTORCAR PARTS OF AMERICA IN
SOLEShares143.54K
TypeSH
Market value$1.59M
0.89%
Sole
143.54K
Shared
0.00
None
0.00
KVH INDUSTRIES INC
SOLEShares172.09K
TypeSH
Market value$1.54M
0.86%
Sole
172.09K
Shared
0.00
None
0.00
AMREP CORP
SOLEShares50.62K
TypeSH
Market value$1.42M
0.79%
Sole
50.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ENVELA CORPORATIONSOLE | COMM | 1.28M | SH | $21.28M 11.87% | 1.28M | 0.00 | 0.00 |
BANK7 CORPSOLE | COMM | 472.66K | SH | $18.85M 10.52% | 472.66K | 0.00 | 0.00 |
ACME UNITED CORPSOLE | COMM | 380.64K | SH | $17.09M 9.54% | 380.64K | 0.00 | 0.00 |
AMERICAN INTEGRITY INSURANCESOLE | COMM | 842.44K | SH | $16.24M 9.06% | 842.44K | 0.00 | 0.00 |
DLH HOLDINGS CORPSOLE | COMM | 2.68M | SH | $15.58M 8.69% | 2.68M | 0.00 | 0.00 |
ASCENT INDUSTRIES COSOLE | COMM | 886.77K | SH | $11.80M 6.58% | 886.77K | 0.00 | 0.00 |
CURRENCY EXCHANGE INTERNATIOSOLE | COMM | 613.22K | SH | $10.96M 6.12% | 613.22K | 0.00 | 0.00 |
RIMINI STREET INCSOLE | COMM | 1.92M | SH | $6.30M 3.51% | 1.92M | 0.00 | 0.00 |
BUTLER NATIONAL CORPSOLE | COMM | 1.36M | SH | $5.11M 2.85% | 1.36M | 0.00 | 0.00 |
ASTRO-MED INCSOLE | COMM | 380.96K | SH | $3.50M 1.95% | 380.96K | 0.00 | 0.00 |
STAR EQUITY HOLDINGS INCSOLE | COMM | 316.14K | SH | $3.25M 1.81% | 316.14K | 0.00 | 0.00 |
LEGACY EDUCATION INCSOLE | COMM | 252.78K | SH | $3.16M 1.77% | 252.78K | 0.00 | 0.00 |
HERITAGE GLOBAL INCSOLE | COMM | 2.24M | SH | $3.04M 1.70% | 2.24M | 0.00 | 0.00 |
FRIEDMAN INDUSTRIESSOLE | COMM | 162.90K | SH | $2.89M 1.61% | 162.90K | 0.00 | 0.00 |
MDXHEALTH SA-ADRSOLE | ADRS | 1.20M | SH | $2.77M 1.54% | 1.20M | 0.00 | 0.00 |
OPUS GENETICS INCSOLE | COMM | 590.55K | SH | $2.69M 1.50% | 590.55K | 0.00 | 0.00 |
CREATIVE REALITIES INCSOLE | COMM | 763.38K | SH | $2.63M 1.47% | 763.38K | 0.00 | 0.00 |
REGIS CORPSOLE | COMM | 100.89K | SH | $2.49M 1.39% | 100.89K | 0.00 | 0.00 |
COMSTOCK HOMEBUILDING COS-ASOLE | COMM | 119.67K | SH | $2.27M 1.26% | 119.67K | 0.00 | 0.00 |
ACRES COMMERCIAL REALTY CORPSOLE | REIT | 92.43K | SH | $1.79M 1.00% | 92.43K | 0.00 | 0.00 |
HOLLEY INCSOLE | WRNT | 551.74K | SH | $1.69M 0.95% | 551.74K | 0.00 | 0.00 |
TWIN DISC INCSOLE | COMM | 111.22K | SH | $1.68M 0.94% | 111.22K | 0.00 | 0.00 |
MOTORCAR PARTS OF AMERICA INSOLE | COMM | 143.54K | SH | $1.59M 0.89% | 143.54K | 0.00 | 0.00 |
KVH INDUSTRIES INCSOLE | COMM | 172.09K | SH | $1.54M 0.86% | 172.09K | 0.00 | 0.00 |
AMREP CORPSOLE | COMM | 50.62K | SH | $1.42M 0.79% | 50.62K | 0.00 | 0.00 |
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