MondegarAI
Minerva Advisors LLC

Q1 2026 · 13F-HR

Minerva Advisors LLCholdings as filed

Filed 2026-05-12 · accession 0001420506-26-000931

$154.9M
Reported value
48
Positions
2026-03-31
Period end
View analyzed profile →PRO

The Brief · Minerva Advisors LLC · Q1 2026

AI · grounded in 13F

Minerva Advisors LLC closed its position in DORM, reducing its holdings by $1,058,202. The fund also exited positions in USLM and SSB, with losses of $748,375 and $532,757 respectively. On the buy side, the fund increased its stake in KELYA by 242.12% and FRME by 139.62%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
390607109GLDDGREAT LAKES DREDGE & DOCK CO$17.5M11.3%1,029,703CommonSOLE
894650100TGTREDEGAR CORP$13.2M8.55%1,665,607CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$11.1M7.17%1,204,105CommonSOLE
276317104EMLEASTERN CO$11.1M7.14%546,402CommonSOLE
296056104ESCAESCALADE INC$9.7M6.29%567,621CommonSOLE
927651109VIRCVIRCO MANUFACTURING CO$9.3M5.99%1,517,452CommonSOLE
23335Q100DLHCDLH HOLDINGS CORP$6.5M4.18%1,113,037CommonSOLE
826546103SIFSIFCO INDUSTRIES INC$6.4M4.13%480,650CommonSOLE
917488108UTMDUTAH MEDICAL PRODUCTS INC$5.8M3.75%93,615CommonSOLE
Y62132108NVGSNAVIGATOR HOLDINGS LTD$5.7M3.70%296,212CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$5.7M3.67%1,526,490CommonSOLE
046433108ATROASTRONICS CORP$4.7M3.03%70,340CommonSOLE
492854104KEQUKEWAUNEE SCIENTIFIC CP$4.7M3.02%136,705CommonSOLE
904677200UFIUNIFI INC$4.5M2.90%1,258,626CommonSOLE
133034108CACCAMDEN NATIONAL CORP$4.3M2.74%89,568CommonSOLE
70319R109PBHCPATHFINDER BANCORP INC$3.3M2.16%262,204CommonSOLE
224633107CRD/BCRAWFORD & CO CL B$2.9M1.89%288,178CommonSOLE
357023100RAILFREIGHTCAR AMERICA INC$2.7M1.75%341,023CommonSOLE
350060109FSTRFOSTER L B CO$2.3M1.51%83,965CommonSOLE
488152208KELYAKELLY SERVICES INC$1.8M1.14%199,796CommonSOLE
59540G107MPBMID PENN BANCORP$1.7M1.12%54,177CommonSOLE
65342T106NODKNI HOLDINGS INC$1.7M1.08%129,900CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.3M0.83%21,485CommonSOLE
27627N105EBCEASTERN BANKSHARES INC$1.2M0.79%62,576CommonSOLE
21077F100CTGOCONTANGO ORE INC$1.1M0.72%59,647CommonSOLE
302520101FNBFNB CORP$1.1M0.69%64,075CommonSOLE
172922106CZNCCITIZENS & NORTHERN CORP$958,3860.62%42,900CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$916,4300.59%23,662CommonSOLE
669549107NWFLNORWOOD FINANCIAL CORP$840,8240.54%28,580CommonSOLE
15486W100CPBICENTRAL PLAINS BANCSHARES INC$840,3920.54%49,117CommonSOLE
26828M106ECBKECB BANCORP INC$835,4960.54%49,940CommonSOLE
302491303FMCFMC CORP$826,5600.53%48,000CommonSOLE
257701201DGICADONEGAL GROUP INC$798,6990.52%46,490CommonSOLE
565759206MBBCMARATHON BANCORP INC$797,9460.52%58,976CommonSOLE
909214306UISUNISYS CORP$714,8680.46%345,347CommonSOLE
510704109LSBKLAKE SHORE BANCORP INC$671,8520.43%44,259CommonSOLE
31931U102FRBAFIRST BANK WILLIAMSTOWN NJ$658,2880.42%41,143CommonSOLE
197641103CLBKCOLUMBIA FINANCIAL$591,7330.38%33,794CommonSOLE
440407104HBNCHORIZON BANCORP INDIANA$580,8160.37%35,052CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC$482,2200.31%38,000CommonSOLE
319829107FCFFIRST COMMONWEALTH FINANCIAL$449,3450.29%25,560CommonSOLE
26942G100EBMTEAGLE BANCORP MONT INC$434,1970.28%21,098CommonSOLE
74267C106PRAPROASSURANCE CORP$426,0240.28%17,234CommonSOLE
76525P100RMBIRICHMOND MUTUAL$410,1400.26%30,224CommonSOLE
886029206THRYTHRYV HOLDINGS IINC$395,4610.26%144,329CommonSOLE
248019101DLXDELUXE CORP$382,8060.25%13,900CommonSHARED
257701300DGICBDONEGAL GROUP INC$315,8730.20%17,856CommonSOLE
03074A102ASRVAMERISERV FINANC INC$210,6840.14%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.