Mink Brook Asset Management LLC Portfolio Holdings

Mink Brook Asset Management LLC

  • $148 Billion
  • Q3 2025

Mink Brook Asset Management LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $148 Billion distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Bank7 Corp. with a value of $20.9B, Acme United Corp with a value of $15.6B, Dlh Holdings Corp. with a value of $14.5B, American Integrity Insurance with a value of $10.7B, and Currency Exchange Internationa with a value of $10.5B.

Examining the 13F form we can see an increase of $33.2B in the current position value, from $115B to 148B.

Mink Brook Asset Management LLC is based out at West Palm Beach, FL

Below you can find more details about Mink Brook Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
Financial Services: $24 Billion
Industrials: $22.7 Billion
Consumer Cyclical: $18 Billion
Consumer Defensive: $17 Billion
Technology: $13.4 Billion
Basic Materials: $3.31 Billion
Healthcare: $3.09 Billion
Real Estate: $1.2 Billion
Other: $331 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$373M
$20.9 Billion 14.09% of portfolio
451,966
Q3 2025 Reduced 3.28%
$127M
$15.6 Billion 10.54% of portfolio
379,893
Q3 2025 Added 0.25%
$76.1M
$14.5 Billion 9.77% of portfolio
2,566,349
Q3 2025 Added 8.43%
American Integrity Insurance
-
$10.7 Billion 7.19% of portfolio
-
Q3 2025 Added 12.18%
$0
$10.5 Billion 7.06% of portfolio
607,971
Q3 2025 Added 1.48%
$149K
$10.3 Billion 6.91% of portfolio
797,024
Q3 2025 Reduced 0.37%
$280M
$10.1 Billion 6.83% of portfolio
1,298,209
Q3 2025 Reduced 0.1%
$62M
$5.76 Billion 3.88% of portfolio
782,079
Q3 2025 New
$212M
$4.16 Billion 2.8% of portfolio
298,520
Q3 2025 Added 385.82%
$65.2M
$3.9 Billion 2.63% of portfolio
380,861
Q3 2025 Added 0.4%
Crawford United Corporation
-
$3.65 Billion 2.46% of portfolio
-
Q3 2025 Added 3.26%
$33.3M
$3.5 Billion 2.36% of portfolio
314,454
Q3 2025 Added 14.56%
$337M
$3.51 Billion 2.36% of portfolio
749,574
Q3 2025 Added 1,399.15%
$166M
$3.31 Billion 2.23% of portfolio
151,169
Q3 2025 Reduced 24.05%
$65.6M
$3.15 Billion 2.12% of portfolio
459,452
Q3 2025 New
$46.4M
$3.12 Billion 2.1% of portfolio
1,882,222
Q3 2025 Added 0.81%
Electrovaya Inc
-
$2.04 Billion 1.37% of portfolio
-
Q3 2025 Reduced 12.31%
Butler National Corp
-
$2.04 Billion 1.37% of portfolio
-
Q3 2025 New
$454M
$1.73 Billion 1.17% of portfolio
551,738
Q4 2024 New
Bbx Capital Inc
-
$1.73 Billion 1.16% of portfolio
-
Q2 2025 Added 1.91%
Forte Biosciences Inc
-
$1.22 Billion 0.82% of portfolio
-
Q3 2025 Added 109.07%
$109M
$1.2 Billion 0.81% of portfolio
50,000
Q3 2025 New
Kvh Industries Inc
-
$961 Million 0.65% of portfolio
-
Q3 2025 Added 11.64%
$19.6M
$838 Million 0.56% of portfolio
293,709
Q3 2025 Reduced 0.09%
Mdxhealth Sa Adr
-
$743 Million 0.5% of portfolio
-
Q3 2025 New
$83.2M
$665 Million 0.45% of portfolio
207,198
Q3 2025 Added 2.57%
$77.7M
$660 Million 0.44% of portfolio
238,144
Q3 2025 Added 1,448.2%
Fluent, Inc
-
$634 Million 0.43% of portfolio
-
Q3 2025 New
Freightos LTD
-
$559 Million 0.38% of portfolio
-
Q3 2025 New
$108M
$537 Million 0.36% of portfolio
220,000
Q3 2025 Reduced 31.62%
$115M
$494 Million 0.33% of portfolio
11,571
Q3 2025 Added 83.38%
$24.5M
$478 Million 0.32% of portfolio
85,606
Q3 2025 New
$30.8M
$475 Million 0.32% of portfolio
304,418
Q3 2025 Added 51.96%
$147M
$440 Million 0.3% of portfolio
40,000
Q3 2025 Reduced 69.23%
$98M
$386 Million 0.26% of portfolio
150,000
Q3 2025 New
$47.8M
$355 Million 0.24% of portfolio
136,001
Q2 2025 Added 13.34%
Regis Corp
-
$267 Million 0.18% of portfolio
-
Q3 2025 New
$75.1M
$239 Million 0.16% of portfolio
14,589
Q4 2024 New
$34.9M
$219 Million 0.15% of portfolio
20,396
Q3 2025 New
Optex Systems Holdings Inc
-
$205 Million 0.14% of portfolio
-
Q3 2025 New
$29.9M
$169 Million 0.11% of portfolio
101,540
Q3 2025 Added 17.02%
$383M
$141 Million 0.09% of portfolio
25,000
Q3 2025 New
$11.5M
$96.4 Million 0.06% of portfolio
115,705
Q3 2025 Reduced 67.37%
$62.9M
$95 Million 0.06% of portfolio
131,000
Q2 2025 Reduced 12.67%
$72.5M
$71 Million 0.05% of portfolio
109,466
Q2 2025 Added 125.85%
$48.8M
$65.9 Million 0.04% of portfolio
37,460
Q2 2025 Reduced 93.07%

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $148 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Mink Brook Asset Management LLC Portfolio

Follow Mink Brook Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mink Brook Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mink Brook Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email