2026 Q1 Portfolio Activity
In 2026 Q1, Mink Brook Asset Management LLC maintained a portfolio of 58 distinct positions. The most significant new addition was CREATIVE REALITIES INC, now representing 1.47% of the total fund value. They heavily accumulated shares in COMSTOCK HOMEBUILDING COS-A, increasing the position by 631.3%. Conversely, Mink Brook Asset Management LLC completely exited their position in CRAWFORD UNITED CORPORATION.
Position History
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Total Positions
58
Quarter
2026 Q1
Top Holding
ELA (11.9%)
Top 10 Concentration
70.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
Mink Brook Asset Management LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ELA
ENVELA CORPORAT...
|
Consumer Cyclical | 11.87% | 10.97% |
#1
1
Prev: #2
|
6.5 |
—
|
-21,100 | -1.6% |
P
S
|
1,277,053 | $21,275,703 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
BSVN
BANK7 CORP
|
Financial Services | 10.52% | 12.22% |
#2
1
Prev: #1
|
6.0 |
—
|
659 | 0.1% |
P
S
|
472,660 | $18,849,681 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
ACU
ACME UNITED COR...
|
Consumer Defensive | 9.54% | 9.69% |
#3
Prev: #3
|
5.3 |
—
|
150 | 0.0% |
P
S
|
380,643 | $17,094,677 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AII
AMERICAN INTEGR...
|
Financial Services | 9.06% | 8.53% |
#4
1
Prev: #5
|
6.6 |
—
|
194,033 | 29.9% |
P
S
|
842,438 | $16,242,205 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
DLHC
DLH HOLDINGS CO...
|
Industrials | 8.69% | 9.37% |
#5
1
Prev: #4
|
4.5 |
—
|
51,670 | 2.0% |
P
S
|
2,677,517 | $15,583,149 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
ACNT
ASCENT INDUSTRI...
|
Basic Materials | 6.58% | 7.74% |
#6
Prev: #6
|
4.6 |
—
|
130,004 | 17.2% |
P
S
|
886,769 | $11,802,895 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CURN
CURRENCY EXCHAN...
|
Financial Services | 6.12% | 6.42% |
#7
Prev: #7
|
3.4 |
—
|
no change | no change |
P
S
|
613,221 | $10,964,391 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
RMNI
RIMINI STREET I...
|
Technology | 3.51% | 3.19% |
#8
Prev: #8
|
3.9 |
—
|
620,089 | 47.7% |
P
S
|
1,919,830 | $6,297,042 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
BUKS
BUTLER NATIONAL...
|
Industrials | 2.85% | 2.29% |
#9
2
Prev: #11
|
3.1 |
—
|
160,966 | 13.5% |
P
S
|
1,355,066 | $5,108,599 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
ALOT
ASTRO-MED INC
|
Technology | 1.95% | 2.08% |
#10
4
Prev: #14
|
1.8 |
—
|
no change | no change |
P
S
|
380,965 | $3,501,068 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
HSON
STAR EQUITY HOL...
|
Unknown | 1.81% | 2.24% |
#11
1
Prev: #12
|
1.2 |
—
|
1,685 | 0.5% |
P
S
|
316,139 | $3,249,909 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
LGCY
LEGACY EDUCATIO...
|
Consumer Defensive | 1.77% | 1.30% |
#12
8
Prev: #20
|
3.2 |
—
|
50,451 | 24.9% |
P
S
|
252,784 | $3,164,856 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
HGBL
HERITAGE GLOBAL...
|
Financial Services | 1.70% | 1.59% |
#13
3
Prev: #16
|
2.7 |
—
|
209,412 | 10.3% |
P
S
|
2,238,256 | $3,044,028 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FRD
FRIEDMAN INDUST...
|
Basic Materials | 1.61% | 1.96% |
#14
1
Prev: #15
|
2.6 |
—
|
11,805 | 7.8% |
P
S
|
162,900 | $2,886,588 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MDXH
MDXHEALTH SA-AD...
|
Healthcare | 1.54% | 0.59% |
#15
11
Prev: #26
|
3.6 |
—
|
940,034 | 356.9% |
P
S
|
1,203,454 | $2,767,944 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
IRD
OPUS GENETICS I...
|
Healthcare | 1.50% | 2.12% |
#16
3
Prev: #13
|
0.6 |
—
|
-1,075,079 | -64.5% |
P
S
|
590,552 | $2,687,012 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CREX
CREATIVE REALIT...
|
Technology | 1.47% | — |
#17
Prev: #—
|
4.1 |
—
|
763,379 | — |
NEW
|
763,379 | $2,626,024 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
RGS
REGIS CORP
|
Consumer Cyclical | 1.39% | 1.21% |
#18
3
Prev: #21
|
3.1 |
—
|
31,882 | 46.2% |
P
S
|
100,893 | $2,491,048 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CHCI
COMSTOCK HOMEBU...
|
Real Estate | 1.26% | 0.12% |
#19
19
Prev: #38
|
3.5 |
—
|
103,305 | 631.3% |
P
S
|
119,668 | $2,266,512 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
ACR
ACRES COMMERCIA...
|
Real Estate | 1.00% | — |
#20
Prev: #—
|
3.9 |
—
|
92,430 | — |
NEW
|
92,430 | $1,785,748 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
HLLY
HOLLEY INC
|
Bond/Debt | 0.95% | 1.44% |
#21
4
Prev: #17
|
1.4 |
—
|
no change | no change |
P
S
|
551,738 | $1,693,836 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
TWIN
TWIN DISC INC
|
Industrials | 0.94% | 2.60% |
#22
13
Prev: #9
|
0.4 |
—
|
-135,138 | -54.9% |
P
S
|
111,216 | $1,676,025 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MPAA
MOTORCAR PARTS ...
|
Consumer Cyclical | 0.89% | — |
#23
Prev: #—
|
3.9 |
—
|
143,543 | — |
NEW
|
143,543 | $1,587,586 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
KVHI
KVH INDUSTRIES ...
|
Communication Services | 0.86% | 0.75% |
#24
1
Prev: #23
|
0.8 |
—
|
2,067 | 1.2% |
P
S
|
172,095 | $1,541,971 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
AXR
AMREP CORP
|
Real Estate | 0.79% | 0.59% |
#25
2
Prev: #27
|
0.8 |
—
|
621 | 1.2% |
P
S
|
50,621 | $1,423,969 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
PBAM
PRIVATE BANCORP...
|
Financial Services | 0.76% | — |
#26
Prev: #—
|
3.8 |
—
|
20,000 | — |
NEW
|
20,000 | $1,359,800 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
BBXIA
BBX CAPITAL INC
|
Industrials | 0.69% | 0.79% |
#27
5
Prev: #22
|
1.3 |
—
|
no change | no change |
P
S
|
400,801 | $1,230,459 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MCDIF
MCDERMOTT INTER...
|
Industrials | 0.67% | — |
#28
Prev: #—
|
3.8 |
—
|
46,530 | — |
NEW
|
46,530 | $1,209,780 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
HIT
HEALTH IN TECH ...
|
Technology | 0.65% | — |
#29
Prev: #—
|
3.8 |
—
|
806,461 | — |
NEW
|
806,461 | $1,169,368 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
RRGB
RED ROBIN GOURM...
|
Consumer Cyclical | 0.65% | 1.36% |
#30
11
Prev: #19
|
0.3 |
—
|
-133,626 | -25.2% |
P
S
|
396,719 | $1,162,387 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
XGN
EXAGEN INC
|
Healthcare | 0.62% | 1.36% |
#31
13
Prev: #18
|
0.7 |
—
|
15,300 | 4.3% |
P
S
|
369,027 | $1,107,081 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FLNT
FLUENT INC
|
Communication Services | 0.60% | 0.43% |
#32
3
Prev: #29
|
2.2 |
—
|
53,270 | 18.6% |
P
S
|
338,984 | $1,071,189 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
EKSO
EKSO BIONICS HO...
|
Healthcare | 0.57% | — |
#33
Prev: #—
|
3.7 |
—
|
95,331 | — |
NEW
|
95,331 | $1,015,275 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
OPXS
OPTEX SYSTEMS H...
|
Industrials | 0.48% | — |
#34
Prev: #—
|
3.7 |
—
|
64,839 | — |
NEW
|
64,839 | $857,496 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
SWAG
STRAN & CO INC
|
Communication Services | 0.46% | 0.32% |
#35
2
Prev: #33
|
3.2 |
—
|
196,881 | 65.5% |
P
S
|
497,414 | $820,733 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
NAII
NATURAL ALTERNA...
|
Consumer Defensive | 0.43% | 0.66% |
#36
11
Prev: #25
|
1.2 |
—
|
no change | no change |
P
S
|
293,709 | $772,455 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
LSF
LAIRD SUPERFOOD...
|
Consumer Defensive | 0.43% | 0.31% |
#37
3
Prev: #34
|
3.2 |
—
|
132,992 | 59.8% |
P
S
|
355,424 | $764,162 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
KEQU
KEWAUNEE SCIENT...
|
Consumer Cyclical | 0.41% | 0.27% |
#38
3
Prev: #35
|
3.2 |
—
|
9,876 | 85.4% |
P
S
|
21,447 | $734,989 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CSBR
CHAMPIONS ONCOL...
|
Healthcare | 0.36% | 0.35% |
#39
9
Prev: #30
|
2.6 |
—
|
31,033 | 38.6% |
P
S
|
111,338 | $640,194 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
LPCN
LIPOCINE INC
|
Healthcare | 0.30% | — |
#40
Prev: #—
|
3.6 |
—
|
66,812 | — |
NEW
|
66,812 | $533,828 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CRGO
FREIGHTOS LTD
|
Industrials | 0.26% | 0.35% |
#41
10
Prev: #31
|
2.1 |
—
|
46,846 | 19.3% |
P
S
|
289,198 | $474,285 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
FTLF
FITLIFE BRANDS ...
|
Consumer Defensive | 0.23% | — |
#42
Prev: #—
|
3.6 |
—
|
28,644 | — |
NEW
|
28,644 | $406,745 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
LYTS
LSI INDUSTRIES ...
|
Technology | 0.21% | — |
#43
Prev: #—
|
3.6 |
—
|
20,000 | — |
NEW
|
20,000 | $372,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
NTWK
NETSOL TECHNOLO...
|
Technology | 0.21% | 0.21% |
#44
8
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
109,346 | $370,683 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
QRHC
QUEST RESOURCE ...
|
Industrials | 0.20% | 0.35% |
#45
13
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
295,587 | $351,749 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CPHC
CANTERBURY PARK...
|
Consumer Cyclical | 0.13% | 0.14% |
#46
9
Prev: #37
|
1.1 |
—
|
no change | no change |
P
S
|
14,589 | $227,443 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
MXCT
MAXCYTE INC
|
Healthcare | 0.11% | — |
#47
Prev: #—
|
3.5 |
—
|
284,024 | — |
NEW
|
284,024 | $199,527 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
CNTY
CENTURY CASINOS...
|
Consumer Cyclical | 0.11% | 0.11% |
#48
8
Prev: #40
|
1.0 |
—
|
no change | no change |
P
S
|
136,001 | $189,041 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
ACCS
ACCESS NEWSWIRE...
|
Communication Services | 0.10% | 0.12% |
#49
10
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
20,396 | $180,709 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) | |||
|
ACFN
ACORN ENERGY IN...
|
Technology | 0.09% | — |
#50
Prev: #—
|
3.5 |
—
|
10,000 | — |
NEW
|
10,000 | $170,000 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 (Est.) |
Showing 1-50 of 58 holdings