Ownership history in Minerva Advisors LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which Minerva Advisors LLC reported a position in DLH HOLDINGS CORP (DLHC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Minerva Advisors LLC underperformed the S&P 500 by β1.6% annually on this DLHC position. Timing score: 38% (6/16 decisions correct). Average cost basis: $8.43. Maximum drawdown during holding period: β80.5%.
β οΈ Trailed SPY by 1.6% ann. on this position.
26 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct
Best entry: $4.05 (2025 Q1) Β· Worst: $12.27 (2022 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 1 trim. Bought during 11 of 15 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Minerva Advisors LLC has been actively increasing its DLHC allocation β a bullish signal from insiders.
Currently 4.2% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size