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Mink Brook Asset Management LLC

CIK:0002052205
Investment Adviser
$115M AUM
39 holdings
West Palm Beach, FL, United States
Founded:2020
3 employees
Latest filing:Jun 30, 2025

Mink Brook Asset Management LLC is a Delaware limited liability company serving as a registered investment adviser based in West Palm Beach, Florida. The firm manages assets for institutional clients and high-net-worth individuals. Founded in recent years, the firm is relatively small and operates with a lean team, focused on providing specialized investment strategies to its clients.

Investment Strategy

Mink Brook Asset Management LLC manages concentrated portfolios consisting of publicly traded equities, targeting long-term capital appreciation through fundamental research. The firm's approach emphasizes careful security selection and risk management, primarily investing in U.S. markets and maintaining a relatively small number of holdings to ensure high conviction in its investment choices.

Latest 13F Filing Activity

Mink Brook Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $115M. The fund increased holdings in DLH Holdings Corp., American Integrity Insurance, Bank7 Corp. among other positions. Mink Brook Asset Management LLC reduced exposure to SR Bancorp Inc., Ascent Industries Co., Eton Pharmaceuticals Inc. among others.

Top Buys
D
DLHCDLH HOLDINGS CORP
+$8.0M
A
AIIAMERICAN INTEGRITY INSURANCE
+$7.8M
B
BSVNBANK7 CORP
+$3.3M
A
ACUACME UNITED CORP
+$3.0M
A
ALOTASTRO-MED INC
+$946.8K
Top Sells
S
SRBKSR BANCORP INC
-$3.0M
A
ACNTASCENT INDUSTRIES CO
-$2.6M
E
ETONETON PHARMACEUTICALS INC
-$1.6M
B
BBXIABBX CAPITAL INC
-$1.2M
F
FTLFFITLIFE BRANDS INC
-$928.9K

Top Holdings

B
BSVNBANK7 CORP
+17.0%$19.5M
A
ACUACME UNITED CORP
+13.6%$15.7M
D
DLHCDLH HOLDINGS CORP
+12.0%$13.8M
A
ACNTASCENT INDUSTRIES CO
+8.8%$10.1M
C
CXI.TOCURRENCY EXCHANGE INTERNATIO
+7.5%$8.7M

Equity Positions (35)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
BANK7 CORP16.96%$19.5M467,280$46.17$41.83+$3.3M
ACME UNITED CORP13.63%$15.7M378,942$38.32$41.45+$3.0M
DLH HOLDINGS CORP11.99%$13.8M2,366,765$7.05$5.84+$8.0M
ASCENT INDUSTRIES CO8.75%$10.1M800,000$11.19$12.61-$2.6M
CURRENCY EXCHANGE INTERNATIO7.54%$8.7M599,097$23.06$19.80+$477.5K

Industry Allocation

STATE COMMERCIAL BANKS
+14.1%
SERVICES-HELP SUPPLY SERVICES
+12.1%
CUTLERY, HANDTOOLS & GENERAL HARDWARE
+10.5%
FIRE, MARINE & CASUALTY INSURANCE
+7.2%
STEEL PIPE & TUBES
+6.9%