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EdgarHawk

Mink Brook Asset Management LLC

10% Owner

10% Owner

Latest: Insider buying · May 2026

43 filings analyzed · 1 company · Latest 2026-06-24

Companies

Company Buys Sells Direction
DLH Holdings Corp. DLHC 93 0 Net buying

Activity

June 2026
2026-06-24 DLH Holdings Corp. DLHC
medium
Buy
3,849 shares
$21,170
Significance 4/10

10% owner Mink Brook Asset Management LLC purchases 3,849 shares at $5.50 over two days; stock down 32.1% from 52-week high amid -13.0% annual revenue decline.

Mink Brook Asset Management LLC, a 10% owner of DLHC, executed 2 purchases totaling 3,849 shares for $21,169.50 at $5.50 on June 23–24, 2026, adding 0.2% to holdings of 2.09M shares. The timing coincides with substantial weakness: the stock is down 32.1% from its 52-week high of $8.10, trading near the bottom of its $5.35–$8.10 range. Fundamentally, DLHC posted negative net income of $-2.5M in the latest quarter and a -13.0% annual revenue decline, alongside a elevated P/E ratio of 61.11, suggesting valuation stress and operational headwinds. The insider's cross-ticker track record shows 83.33% win rate on buys with +5.2% average 30-day return, but this ticker-specific pattern has yielded only modest 30-day performance (0.2% on the May 14 buy, with most other DLHC purchases outcomes not yet measurable); the contrarian nature of buying into a revenue-declining, loss-making position at the low end of the range warrants careful monitoring of both the operational trajectory and whether conviction deepens.

2026-06-22 DLH Holdings Corp. DLHC
medium
Buy
7,084 shares
$38,962
Significance 5/10

Mink Brook Asset Management (10% owner) purchased 7,084 shares at $5.50 across 2 transactions totaling $38,962.00

Mink Brook Asset Management executed 2 separate purchases totaling 7,084 shares for $38,962.00 on 2026-06-18 and 2026-06-22, increasing holdings from 2,080,997 to 2,088,081 shares. The current price of $5.52 is -31.8% from the 52-week high of $8.10, and the stock has declined 6.6% over 90 days, placing these purchases within a period of recent weakness. The company's fundamentals show revenue of $59,265,000.00 with net income of -$2,535,000.00 and annual revenue growth of -13.0%, indicating operational headwinds. Mink Brook's cross-ticker track record shows 20 prior buys with an 83.33% 90-day win rate and average 90-day return of +4.2%, though outcomes at this specific ticker remain limited with only one prior trade having 30-day measurability.

2026-06-17 DLH Holdings Corp. DLHC
medium
Buy
6,592 shares
$36,256
Significance 5/10

10% owner Mink Brook Asset Management LLC bought 6,592 shares at $5.50 on 2 dates; stock near 52-week lows, 5 prior buys in past month.

Mink Brook Asset Management LLC made 2 separate purchases totaling 6,592 shares for $36,256.00 at a blended average price of $5.50, increasing holdings by 0.3% to 2,080,997 shares. The timing coincides with a period of weakness: the stock trades at $5.50, down 32.1% from its 52-week high of $8.10, and has declined 3.5% over the past 90 days. This represents the insider's 5th buy at DLHC in the past month (buys on 2026-06-02, 05-27, 05-19, 05-18, and 05-14), establishing a pattern of accumulation during a downward trend. Across the insider's broader cross-ticker track record, prior buys averaged +5.2% 30-day returns and +4.2% 90-day returns with an 83.33% win rate, though at DLHC specifically, only one prior buy has a measurable 30-day outcome (+0.2%) and none yet have 90-day results. Fundamentally, DLHC reported quarterly revenue of $59,265,000.00 and a net loss of $-2,535,000.00, with annual revenue declining 13.0% year-over-year and a P/E ratio of 61.11—metrics reflecting operational stress that coincide with the ongoing accumulation.

2026-06-03 DLH Holdings Corp. DLHC
high
Buy
7,494 shares
$41,217
Significance 6/10

10% owner Mink Brook buys 7,494 shares of DLHC at $5.50; insider has 89.47% win rate on buys but DLHC down 5.8% in 90 days

Mink Brook Asset Management, holding 2,072,572 shares post-transaction, purchased 7,494 shares at $5.50 on 2026-06-02, extending a pattern of five recent buys at this ticker. Across 20 prior open-market buys on other tickers, the insider achieved a 90-day win rate of 89.47% with average 90-day return of +3.3%, yet at DLHC specifically, all five prior buys showed 90-day returns of +1.8% or +4.2%. The current price of $5.51 reflects a -5.8% decline over the past 90 days and sits -32.0% below the 52-week high of $8.10. Against deteriorating fundamentals—annual revenue declined 13.0%, net income is negative at $-2,535,000, and the company trades at a P/E of 61.22—the insider's continued accumulation appears inconsistent with the stock's recent underperformance and weak operating metrics.

May 2026
2026-05-28 DLH Holdings Corp. DLHC
medium
Buy
3,223 shares
$17,726
Significance 6/10

Mink Brook Asset Management LLC bought 3,223 shares of DLHC at $5.50 on 2026-05-27; insider's 5 prior DLHC buys show +1.8% 90-day returns across all trades.

Mink Brook Asset Management LLC, a 10% owner, purchased 3,223 shares at $5.50, adding to holdings of 2.07M shares post-transaction. The insider's prior 5 trades at DLHC (distinct from cross-ticker activity) each realized +1.8% 90-day returns, indicating a consistent pattern of well-timed entry points at this ticker. Against this backdrop, the current price of $5.60 sits -30.9% from the 52-week high of $8.10, and the stock has declined -4.3% over the past 30 days and -6.7% over the past 90 days. Notably, the company reported net income of $-2.5M in the latest quarter, annual revenue contracted -13.0%, and the valuation multiple (P/E 62.22) reflects distress. The buy occurs during a period of financial underperformance and below the insider's recent entry prices, but continues a multi-month pattern of regular accumulation at this ticker.

2026-05-19 DLH Holdings Corp. DLHC
medium
Buy
7,701 shares
$42,356
Significance 5/10

Mink Brook Asset Management (10% owner) purchases 7,701 shares at $5.50 across two days, adding to 2.06M-share position in DLHC.

Mink Brook Asset Management, a 10% shareholder, executed 2 separate purchases totaling 7,701 shares for $42,355.50 at the blended average price of $5.50 on May 18–19, 2026. The current price of $5.52 sits 31.8% below the 52-week high of $8.10, and over the past 30 days the stock has declined -13.2%. At the same ticker, the insider's 5 prior trades show zero instances of positive 90-day returns post-purchase, indicating a historical pattern of purchases that did not see subsequent appreciation. The company faces headwinds: annual revenue growth is -13.0%, the latest quarter showed net income of $-2.5M on revenue of $59.3M, and the stock trades at a P/E of 61.33. The purchase coincides with significant near-term price weakness, though prior DLHC buy activity has not been followed by sustained gains.

2026-05-14 DLH Holdings Corp. DLHC
high
Buy
69,059 shares
$379,824
Significance 7/10

Mink Brook (10% Owner) adds 69.1K shares for $379.8K at $5.50; stock down -32.1% YTD, company losing $-2.5M despite $59.3M revenue

Mink Brook Asset Management, a 10% shareholder, purchased 69,059 shares totaling $379,824.50, bringing holdings to 2,052,450 shares post-transaction. The purchase occurs as DLHC shares trade 32.1% below their 52-week high and the company posted a -$2.5M net loss on $59.3M quarterly revenue with -13.0% annual revenue decline. Mink Brook's 20-trade history shows a 73.68% win rate with +5.4% average 30-day returns, suggesting conviction in value-buying at depressed levels. However, the deteriorating fundamentals (negative net income, revenue contraction, elevated P/E of 61.11) complicate the signal and warrant scrutiny into whether this represents opportunistic accumulation or a contrarian bet on turnaround execution.

April 2026
2026-04-08 DLH Holdings Corp. DLHC
low
Buy
196 shares
$1,078
Significance 2/10

Mink Brook Asset Management (10% owner) bought 196 shares of DLHC at $5.50 on 2026-04-07; holdings now 1,983,391 shares.

Mink Brook Asset Management, holding 1,983,391 shares post-transaction (approximately 1.98M), purchased 196 shares at $5.50, a transaction value of $1,078.00. The current price of $5.91 reflects modest stock appreciation since the purchase date. This represents a routine, minimal addition to an already substantial 10% ownership position; the 196 shares added just 196 new shares to an existing 1,983,195-share base. While the insider's cross-ticker track record shows a 100.00% 90-day win rate across 20 prior buys with +5.3% average 90-day return, the same-ticker history at DLHC—consisting of 5 recent purchases in February 2026—shows more mixed results (30-day returns ranging from +2.2% to +8.9%), with no 90-day outcomes yet measurable. Fundamental headwinds are present: the company reported net income of $-1.3M on revenue of $68.9M last quarter and faces annual revenue decline of -13.0% year-over-year, though the insider's minimal position increase suggests no material shift in conviction at this price level.

February 2026
2026-02-20 DLH Holdings Corp. DLHC
medium
Buy
8,048 shares
$44,264
Significance 4/10

10% owner Mink Brook Asset Management adds 8,048 shares of DLHC at $5.50; on pace for 4th buy in 8 days.

Mink Brook Asset Management LLC, a 10% shareholder, purchased 8,048 shares on 2026-02-19 at $5.50, extending a rapid accumulation pattern with four buys in eight days (2026-02-12 through 2026-02-19). The stock currently trades at $5.81, down 11.6% from its 52-week high of $6.57. Company fundamentals remain pressured: latest quarterly revenue stands at $68,892,000.00 with a net loss of $1,324,000.00, and annual revenue declined 13.0% year-over-year. The insider's cross-ticker track record shows a 100.00% 90-day win rate with 20 prior buys, but this metric has no predictive bearing on DLHC performance; prior trades at DLHC itself are not yet measurable (only one prior buy on 2026-01-08 shows a +6.7% 30-day return). The frequency and consistency of these near-consecutive purchases warrant monitoring to determine whether they reflect a structured accumulation plan or responsive buying at declining valuations.

2026-02-18 DLH Holdings Corp. DLHC
medium
Buy
24,699 shares
$135,844
Significance 6/10

Mink Brook Asset Management (10% owner) purchased 24,699 shares at $5.50 in 2 transactions, now holding 1,975,147 shares post-acquisition.

Mink Brook Asset Management executed 2 separate open-market purchases totaling 24,699 shares for $135,844.50 at a blended average price of $5.50 on 2026-02-17 and 2026-02-18, increasing holdings from 1,950,448 to 1,975,147 shares (+1.3%). The purchases occur at $5.50 against a current price of $5.49 and 52-week high of $6.57, placing the transaction at 16.4% below the recent peak. The insider's cross-ticker track record shows 20 prior buys with strong outcomes (avg 30d return +4.9%, avg 90d return +7.9%, 100% 90-day win rate), though prior DLHC trades show mixed near-term results and no measurable 90-day outcomes yet. The company is posting negative net income ($-1.3M) against $68,892,000.00 revenue, with annual revenue declining 13.0% year-over-year and a P/E of 61.00, signaling elevated valuation relative to earnings quality.

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