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Portfolio (Quarterly) Guide ↗

Mink Brook Asset Management LLC

· CIK 0002052205
13F Portfolio $179M AUM 54 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 14 New 21 Added 5 Reduced 4 Exited
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FREIGHTOS LTD 289,198.0 $474K 0.27% +47K +19.3% $1.64
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 28.5%
Consumer Cyclical 22.0%
Consumer Defensive 16.3%
Industrials 13.9%
Technology 9.1%
Healthcare 4.7%
Real Estate 2.8%
Basic Materials 2.2%
Communication Services 0.6%