Mink Brook Asset Management LLC
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.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSVN | BANK7 CORP | 16.96% | $19.5M | 467,280 | $46.17 | $41.83 | +$3.3M |
A ACU | ACME UNITED CORP | 13.63% | $15.7M | 378,942 | $38.32 | $41.45 | +$3.0M |
D DLHC | DLH HOLDINGS CORP | 11.99% | $13.8M | 2,366,765 | $7.05 | $5.84 | +$8.0M |
A ACNT | ASCENT INDUSTRIES CO | 8.75% | $10.1M | 800,000 | $11.19 | $12.61 | -$2.6M |
C CXI.TO | CURRENCY EXCHANGE INTERNATIO | 7.54% | $8.7M | 599,097 | $23.06 | $19.80 | +$477.5K |