DWSN β€” DAWSON GEOPHYSICAL CO

Ownership history in Mink Brook Asset Management LLC  Β·  5 quarters on record

AI Ownership Summary

Mink Brook Asset Management LLC reported DAWSON GEOPHYSICAL CO (DWSN) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.7% in 2025 Q1. The latest visible filing shows DWSN at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DWSN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Mink Brook Asset Management LLC's position in DAWSON GEOPHYSICAL CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DWSN was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Mink Brook Asset Management LLC held DWSN β€” position size vs. price
% of Fund (quarterly)    DWSN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 37,460 β€” 0% 0.04% $58K 2026-02-13 $2.52
2025 Q3 UNCHANGED 37,460 β€” 0% 0.04% $66K 2025-11-14 $2.05
2025 Q2 REDUCED 37,460 -502,957 -93.1% 0.05% $55K 2025-08-14 $1.30
2025 Q1 UNCHANGED 540,417 β€” 0% 0.70% $665K 2025-05-14 $1.25
2024 Q4 INITIATED 540,417 β€” β€” 0.69% $724K 2025-02-14 $1.48

FAQ About Mink Brook Asset Management LLC and DWSN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Mink Brook Asset Management LLC reported owning DWSN?

Mink Brook Asset Management LLC reported DWSN across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported DWSN position in Mink Brook Asset Management LLC's portfolio?

The largest reported portfolio weight for DWSN was 0.70% in 2025 Q1.

What is the latest reported DWSN position on this page?

The most recent filing on this page is 2025 Q4, when Mink Brook Asset Management LLC reported 37,460 shares, equal to 0.04% of portfolio, with an estimated market value of $58K.

What does the chart on this DWSN ownership page compare?

The chart compares Mink Brook Asset Management LLC's quarterly DWSN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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