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Minerva Advisors LLC

Q3 2025 · 13F-HR

Minerva Advisors LLCholdings as filed

Filed 2025-11-12 · accession 0001420506-25-003135

$157.5M
Reported value
56
Positions
2025-09-30
Period end
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The Brief · Minerva Advisors LLC · Q3 2025

AI · grounded in 13F

Minerva Advisors LLC established a new position in Great Lakes Dredge & Dock Co GLDD valued at $16.66M. The fund also initiated new stakes in Tredegar Corp TG for $13.31M and Eastern Co EML for $12.44M. Additional new positions include Infusystem Hldgs Inc INFU and Virco Mfg Co VIRC.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
390607109GLDDGREAT LAKES DREDGE & DOCK CO$16.7M10.6%1,389,807CommonSOLE
894650100TGTREDEGAR CORP$13.3M8.45%1,657,107CommonSOLE
276317104EMLEASTERN CO$12.4M7.90%530,053CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$10.6M6.75%1,025,789CommonSOLE
927651109VIRCVIRCO MFG CO$10.6M6.71%1,362,502CommonSOLE
046433108ATROASTRONICS CORP$8.9M5.65%195,041CommonSOLE
296056104ESCAESCALADE INC$6.9M4.39%550,192CommonSOLE
23335Q100DLHCDLH HLDGS CORP$6.3M4.01%1,116,802CommonSOLE
917488108UTMDUTAH MED PRODS INC$5.9M3.72%93,058CommonSOLE
904677200UFIUNIFI INC$5.5M3.48%1,152,481CommonSOLE
Y62132108NVGSNAVIGATOR HLDGS LTD$4.7M2.96%301,212CommonSOLE
70319R109PBHCPATHFINDER BANCORP INC MD$4.1M2.61%262,204CommonSOLE
133034108CACCAMDEN NATL CORP$3.5M2.20%89,568CommonSOLE
492854104KEQUKEWAUNEE SCIENTIFIC CORP$3.4M2.17%80,274CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$3.4M2.17%1,385,920CommonSOLE
826546103SIFSIFCO INDS INC$3.3M2.09%466,901CommonSOLE
786598300SGASAGA COMMUNICATIONS INC$2.8M1.79%226,688CommonSOLE
224633107CRD/BCRAWFORD & CO$2.8M1.79%288,334CommonSOLE
357023100RAILFREIGHTCAR AMER INC$2.5M1.61%258,546CommonSOLE
886029206THRYTHRYV HLDGS INC$2.4M1.55%202,329CommonSOLE
350060109FSTRFOSTER L B CO$2.3M1.44%83,965CommonSOLE
21077F100CTGOCONTANGO ORE INC$1.9M1.21%76,147CommonSOLE
65342T106NODKNI HLDGS INC$1.8M1.12%129,900CommonSOLE
59540G107MPBMID PENN BANCORP INC$1.6M0.99%54,177CommonSOLE
909214306UISUNISYS CORP$1.3M0.86%345,347CommonSOLE
258278100DORMDORMAN PRODS INC$1.3M0.85%8,590CommonSHARED
41165Y1001S4HARBORONE BANCORP INC NEW$1.2M0.76%88,414CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.1M0.73%21,485CommonSOLE
302520101FNBF N B CORP$1.0M0.66%64,075CommonSOLE
257701201DGICADONEGAL GROUP INC$901,4410.57%46,490CommonSOLE
172922106CZNCCITIZENS & NORTHN CORP$849,8490.54%42,900CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$822,1880.52%6,250CommonSHARED
15486W100CPBICENTRAL PLAINS BANCSHARES IN$800,6070.51%49,117CommonSOLE
26828M106ECBKECB BANCORP INC$792,5480.50%49,940CommonSOLE
31931U102FRBAFIRST BK WILLIAMSTOWN NEW JE$670,2190.43%41,143CommonSOLE
565759206MBBCMARATHON BANCORP INC$615,1200.39%58,976CommonSOLE
510704109LSBKLAKE SHORE BANCORP INC$575,3670.37%44,259CommonSOLE
440407104HBNCHORIZON BANCORP INC$561,1830.36%35,052CommonSOLE
84472E102SSBSOUTHSTATE BK CORP$559,6460.36%5,661CommonSHARED
488152208KELYAKELLY SVCS INC$524,8000.33%40,000CommonSOLE
33621E109FSFGFIRST SVGS FINL GROUP INC$509,8260.32%16,221CommonSOLE
197641103CLBKCOLUMBIA FINL INC$507,2480.32%33,794CommonSOLE
174615104CZFSCITIZENS FINL SVCS INC$475,0670.30%7,881CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC MD$470,8200.30%38,000CommonSOLE
319829107FCFFIRST COMWLTH FINL CORP PA$435,7980.28%25,560CommonSOLE
76525P100RMBIRICHMOND MUT BANCORPORATION$426,3000.27%30,000CommonSOLE
74267C106PRAPROASSURANCE CORP$413,4440.26%17,234CommonSOLE
69318V103PBBKPB BANKSHARES INC$394,3410.25%20,560CommonSOLE
871565107ACNTASCENT INDUSTRIES CO$391,7450.25%30,415CommonSOLE
203607106CBUCOMMUNITY FINANCIAL SYSTEM I$388,0800.25%6,618CommonSHARED
320817109FRMEFIRST MERCHANTS CORP$372,2880.24%9,875CommonSOLE
26942G100EBMTEAGLE BANCORP MONT INC$364,3620.23%21,098CommonSOLE
669549107NWFLNORWOOD FINANCIAL CORP$347,7710.22%13,681CommonSOLE
257701300DGICBDONEGAL GROUP INC$285,8750.18%17,856CommonSOLE
248019101DLXDELUXE CORP$269,1040.17%13,900CommonSHARED
03074A102ASRVAMERISERV FINL INC$168,7800.11%58,200CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.