1y return+43.9%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $137 against $127 in the S&P 500.2
Mink Brook Asset Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| ELAEnvela Corporation | $36.1M | 15.9% | −2.3% |
| BSVNBank7 Corp | $23.3M | 10.3% | |
| AIIAmerican Integrity Insurance | $18.4M | 8.1% | +16.1% |
| ACUAcme United Corp | $18.2M | 8.0% | |
| DLHCDlh Holdings Corp | $14.8M | 6.5% | +5.2% |
| ACNTAscent Industries Co | $13.3M | 5.9% | |
| CURNCurrency Exchange Internatio | $13.0M | 5.8% | |
| Astro-med IncCUSIP 04638F108 | $10.8M | 4.8% | |
| RMNIRimini Street Inc | $10.1M | 4.5% | +23.4% |
| BUKSButler National Corp | $5.9M | 2.6% | +4.9% |
| CREXCreative Realities Inc | $4.8M | 2.1% | +52.9% |
| LGCYLegacy Education Inc | $4.6M | 2.0% | +54.1% |
| FNWBFirst Northwest Bancorp | $4.5M | 2.0% | New |
| RCMTRcm Technologies Inc | $3.8M | 1.7% | New |
| STRRStar Equity Holdings Inc | $3.4M | 1.5% | |
| RRGBRed Robin Gourmet Burgers | $3.3M | 1.5% | +4.9% |
| RGSRegis Corp | $3.1M | 1.4% | +11.4% |
| HGBLHeritage Global Inc | $2.8M | 1.2% | +1.6% |
| FRDFriedman Industries | $2.7M | 1.2% | −48.3% |
| XGNExagen Inc | $2.2M | 1.0% | +29.0% |
| CHCIComstock Homebuilding Cos-a | $1.9M | 0.9% | +1.5% |
| ACRAcres Commercial Realty Corp | $1.8M | 0.8% | +9.9% |
| LABStandard Biotools Inc | $1.8M | 0.8% | New |
| LSFLaird Superfood Inc | $1.7M | 0.8% | +1.8% |
| SWAGStran & Co Inc | $1.7M | 0.7% | +52.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IRDOpus Genetics Inc | March 31, 2025 | +318.6% | $663K |
| ELAEnvela Corporation | December 31, 2024 | +302.2% | $36.1M |
| FRDFriedman Industries | December 31, 2024 | +110.5% | $2.7M |
| FLNTFluent Inc | September 30, 2025 | +68.0% | $1.5M |
| SWAGStran & Co Inc | June 30, 2025 | +54.9% | $1.7M |
| MPAAMotorcar Parts Of America In | March 31, 2026 | +38.5% | $1.1M |
| CHCIComstock Homebuilding Cos-a | December 31, 2025 | +37.6% | $1.9M |
| ACNTAscent Industries Co | December 31, 2024 | +34.4% | $13.3M |
| ACUAcme United Corp | December 31, 2024 | +27.8% | $18.2M |
| CREXCreative Realities Inc | March 31, 2026 | +20.1% | $4.8M |
Sold off last quarter
- Mdxhealth Sa-adrCUSIP B5950S113 was $2.8M
- TWINTwin Disc Inc was $1.7M
- KVHIKvh Industries Inc was $1.5M
- PBAMPrivate Bancorp Of America Inc was $1.4M
- BBXIABbx Capital Inc was $1.2M
- Ekso Bionics Holdings IncCUSIP 282644400 was $1.0M
- LPCNLipocine Inc was $534K
- LYTSLsi Industries Inc was $372K
- MXCTMaxcyte Inc was $200K
- INVEIdentiv Inc was $71K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +19.5% | +14.8% |
| March 31, 2026 | +2.6% | −4.6% |
| December 31, 2025 | +5.5% | +2.4% |
| September 30, 2025 | +11.2% | +7.8% |
| June 30, 2025 | +7.9% | +10.5% |
| March 31, 2025 | −11.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mink Brook Asset Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2052205&type=13F-HR&dateb=&owner=include&count=40CIK 2052205
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2052205/000143774926028003/Filed August 14, 2026 · accession 0001437749-26-028003