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Minerva Advisors LLC

Q2 2025 · 13F-HR

Minerva Advisors LLCholdings as filed

Filed 2025-08-13 · accession 0001462390-25-000018

$152.6M
Reported value
56
Positions
2025-06-30
Period end
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The Brief · Minerva Advisors LLC · Q2 2025

AI · grounded in 13F

Minerva Advisors LLC established a new position in Great Lakes Dredge & Dock Co GLDD valued at $16.9M. The fund also initiated new stakes in Tredegar Corp TG for $14.6M and Eastern Co EML for $12M. Additional new positions include Virco Manufacturing Co VIRC and Astronics Corp ATRO.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
390607109GLDDGREAT LAKES DREDGE & DOCK CO$16.9M11.1%1,389,807CommonSOLE
894650100TGTREDEGAR CORP$14.6M9.56%1,657,107CommonSOLE
276317104EMLEASTERN CO$12.0M7.85%525,053CommonSOLE
927651109VIRCVIRCO MANUFACTURING CO$10.2M6.71%1,283,516CommonSOLE
046433108ATROASTRONICS CORP$8.6M5.61%255,905CommonSOLE
296056104ESCAESCALADE INC$7.5M4.91%537,814CommonSOLE
23335Q100DLHCDLH HOLDINGS CORP$6.4M4.22%1,110,743CommonSOLE
45685K102INFUINFUSYSTEM HLDGS INC$6.2M4.05%994,781CommonSOLE
904677200UFIUNIFI INC$5.7M3.71%1,085,209CommonSOLE
917488108UTMDUTAL MED PRODS INC$5.3M3.45%93,058CommonSOLE
886029206THRYTHRYV HOLDINGS IINC$4.7M3.07%202,329CommonSOLE
492854104KEQUKEWAUNEE SCIENTIFIC CP$4.5M2.95%77,442CommonSOLE
Y62132108NVGSNAVIGATOR HOLDINGS LTD$4.3M2.82%301,212CommonSOLE
70319R109PBHCPATHFINDER BANCORP INC$3.9M2.58%262,204CommonSOLE
811054402SSPSCRIPPS E W CO OHIO$3.7M2.42%1,259,842CommonSOLE
133034108CACCAMDEN NATIONAL CORP$3.6M2.38%89,568CommonSOLE
786598300SGASAGA COMMUNICATIONS INC$2.9M1.89%226,688CommonSOLE
224633107CRD/BCRAWFORD & CO CL B$2.8M1.85%281,688CommonSOLE
357023100RAILFREIGHTCAR AMERICA INC$1.9M1.24%219,005CommonSOLE
350060109FSTRFOSTER L B CO$1.8M1.20%83,965CommonSOLE
826546103SIFSIFCO INDUSTRIES INC$1.7M1.14%466,901CommonSOLE
65342T106NODKNI HOLDINGS INC$1.7M1.08%129,900CommonSOLE
909214306UISUNISYS CORP$1.6M1.03%345,347CommonSOLE
59540G107MPBMID PENN BANCORP$1.5M1.00%54,177CommonSOLE
21077F100CTGOCONTANGO ORE INC$1.5M0.97%76,147CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$1.1M0.69%23,585CommonSOLE
258278100DORMDORMAN PRODUCTS INC$1.1M0.69%8,590CommonSHARED
41165Y1001S4HARBOR ONE BANCORP INC NEW$1.0M0.68%88,414CommonSOLE
302520101FNBFNB CORP$934,2130.61%64,075CommonSOLE
257701201DGICADONEGAL GROUP INC$930,2650.61%46,490CommonSOLE
172922106CZNCCITIZENS & NORTHERN CORP$812,5260.53%42,900CommonSOLE
26828M106ECBKECB BANCORP INC$771,0740.51%49,940CommonSOLE
15486W100CPBICENTRAL PLAINS BANCSHARES INC$740,6840.49%49,117CommonSOLE
31931U102FRBAFIRST BANK WILLIAMSTOWN NJ$635,2480.42%41,143CommonSOLE
911922102USLMUS LIME & MINERAL$623,6880.41%6,250CommonSHARED
565759206MBBCMARATHON BANCORP INC$544,9910.36%54,718CommonSOLE
440407104HBNCHORIZON BANCORP INDIANA$538,0480.35%35,052CommonSOLE
840441109SSBUSDSOUTH STATE CORP$520,8690.34%5,661CommonSHARED
197641103CLBKCOLUMBIA FINANCIAL$490,3510.32%33,794CommonSOLE
667340103NWBINORTHWEST BANCSHARES INC$485,6400.32%38,000CommonSOLE
510700107LAKE SHORE BANCORP INC$481,4890.32%30,474CommonSOLE
488152208KELYAKELLY SERVICES INC$467,6000.31%40,000CommonSOLE
174615104CZFSCITIZENS FINL SVCS INC$462,7720.30%7,881CommonSOLE
319829107FCFFIRST COMMONWEALTH FINANCIAL$415,0940.27%25,560CommonSOLE
76525P100RMBIRICHMOND MUTUAL$414,0000.27%30,000CommonSOLE
33621E109FSFGFIRST SAVINGS FINANCIAL GP INC$403,7410.26%16,221CommonSOLE
74267C106PRAPROASSURANCE CORP$393,4520.26%17,234CommonSOLE
871565107ACNTASCENT INDUSTRIES$383,5330.25%30,415CommonSOLE
320817109FRMEFIRST MERCHANTS CORP$378,2130.25%9,875CommonSOLE
203607106CBUCOMMUNITY BANK SYS INC$366,5050.24%6,618CommonSHARED
69318V103PBBKPB BANCSHARES INC$359,8000.24%20,560CommonSOLE
669549107NWFLNORWOOD FINANCIAL CORP$352,6970.23%13,681CommonSOLE
26942G100EBMTEAGLE BANCORP MONT INC$351,0710.23%21,098CommonSOLE
257701300DGICBDONEGAL GROUP INC$313,0160.21%17,856CommonSOLE
248019101DLXDELUXE CORP$221,1490.14%13,900CommonSHARED
03074A102ASRVAMERISERV FINANC INC$174,6000.11%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.