DLH Holdings Corp.·4

Jul 24, 5:31 PM ET

Mink Brook Asset Management LLC 4

4 · DLH Holdings Corp. · Filed Jul 24, 2026

Research Summary

AI-generated summary of this filing

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DLH Holdings (DLHC) 10% Owner Mink Brook Asset Management Buys Shares

What Happened Mink Brook Asset Management LLC (reported as a 10% owner) acquired a total of 470 shares of DLH Holdings Corp. (DLHC) in open-market purchases on July 23 and July 24, 2026. The transactions were executed at a weighted average price of about $5.10 per share for an aggregate cash outlay of approximately $2,397. Purchases are generally considered a bullish signal relative to sales, though institutional buying can reflect portfolio adjustments rather than company-specific views.

Key Details

  • Transaction type: Purchases (code P)
  • Dates and prices:
    • 2026-07-23: 79 shares at a weighted avg $5.10 (individual trades ranged $5.08–$5.10 per filing footnote)
    • 2026-07-24: 391 shares at a weighted avg $5.10 (individual trades ranged $5.09–$5.10 per filing footnote)
  • Total shares bought: 470; total value ≈ $2,397
  • Shares owned after the transaction: Not specified in the provided filing excerpt
  • Notable footnotes:
    • Weighted-average prices reflect multiple trades at slightly different prices (see ranges above; reporting person can provide breakdown if requested)
    • Some shares are owned directly by funds (Mink Brook Partners LP and Mink Brook Opportunity Fund LP); as investment manager, Mink Brook Asset Management LLC may be deemed to beneficially own those holdings (footnotes F2, F5)
    • The reporting entities disclaim beneficial ownership except to the extent of pecuniary interest (footnote F3)
  • Filing timeliness: Reported on 2026-07-24 for transactions through 2026-07-23 — filing appears timely (no late filing indication)

Context This filing reflects institutional open-market purchases by a 10% owner/manager of funds, not an individual executive. Such purchases can be informative but may represent portfolio management for the funds rather than a direct endorsement of DLHC’s near-term prospects. No options, awards, gifts, or unusual dispositions are reported in this filing.

Insider Transaction Report

Form 4
Period: 2026-07-23
Transactions
  • Purchase

    Common Stock, par value $0.001 per share ("Common Stock")

    [F1][F2][F3]
    2026-07-23$5.10/sh+79$4032,158,559 total(indirect: By Mink Brook Partners LP)
  • Purchase

    Common Stock, par value $0.001 per share ("Common Stock")

    [F4][F2][F3]
    2026-07-24$5.10/sh+391$1,9942,158,950 total(indirect: By Mink Brook Partners LP)
Holdings
  • Common Stock, par value $0.001 per share ("Common Stock")

    [F3][F5]
    (indirect: By Mink Brook Opportunity Fund LP)
    694,322
Footnotes (5)
  • [F1]The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.08 to $5.10 inclusive. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares bought at each price.
  • [F2]Represents securities owned directly by Mink Brook Partners LP (the "Fund"). As the investment manager of the Fund, Mink Brook Asset Management LLC may be deemed to beneficially own the securities owned directly by the Fund.
  • [F3]Mink Brook Asset Management LLC, and the general partner for both funds, Mink Brook Capital GP LLC, disclaims beneficial ownership of the shares reported herein except to the extent of its pecuniary interest therein, and the filing of this Form 4 shall not be construed as an admission that Mink Brook Asset Management LLC, Mink Brook Capital GP LLC or William Mueller as managing member of both, is the beneficial owner of any such shares for purposes of Section 16(a) of the Securities Exchange Act of 1934, as amended, or for any other purpose.
  • [F4]The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.09 to $5.10 inclusive. The reporting person undertakes to provide, upon request by the SEC staff, the issuer, or a security holder of the issuer, full information regarding the number of shares bought at each price.
  • [F5]Represents securities owned directly by Mink Brook Opportunity Fund LP (the "Fund"). As the investment manager of the Fund, Mink Brook Asset Management LLC may be deemed to beneficially own the securities owned directly by the Fund.
Signature
/s/ William Mueller|2026-07-24

Documents

1 file
  • 4
    wk-form4_1784928686.xmlPrimary

    FORM 4