Mink Brook Asset Management LLC 4/A
4/A · DLH Holdings Corp. · Filed Jul 31, 2026
Research Summary
AI-generated summary of this filing
DLH Holdings (DLHC) 10% Owner Mink Brook Buys Shares
What Happened
Mink Brook Asset Management LLC, identified as a 10% owner of DLH Holdings Corp. (DLHC), acquired a total of 14,882 shares in two purchases in early July 2026 for an aggregate cost of about $77,534. The filing reports:
- 5,460 shares purchased on 2026-07-02 at a weighted average price of $5.25 (total ≈ $28,652).
- 9,422 shares purchased on 2026-07-06 at a weighted average price of $5.19 (total ≈ $48,882).
These were purchases (reporting code P), which are generally interpreted by investors as buying interest rather than sales.
Key Details
- Transaction dates and prices:
- 2026-07-02: 5,460 shares @ $5.25 (weighted avg; see F2 for price range $5.21–$5.25).
- 2026-07-06: 9,422 shares @ $5.19 (weighted avg; see F5 for price range $5.12–$5.24).
- Total shares purchased: 14,882; total reported cash spent: ≈ $77,534.
- Filing status: This is an amended Form 4 filed 2026-07-31; footnote F1 says the amendment corrects a mathematical error.
- Ownership after transaction: Not specified in the information provided in the summary.
- Beneficial ownership notes:
- Footnote F4 indicates the reported securities are owned directly by Mink Brook Partners LP (the Fund); Mink Brook Asset Management is the fund’s investment manager and may be deemed to beneficially own the Fund’s holdings.
- Footnote F3 contains a disclaimer that the manager and related entities disclaim beneficial ownership except to the extent of pecuniary interest.
- Multiple transactions: The reported column 4 prices are weighted averages; the filer offers to provide trade-level prices on request (F2, F5).
Context
- This filing reflects institutional purchases by a 10% owner (an investment manager/fund), not trading by an individual executive. Institutional buys can be informative to investors but the filing includes a manager’s disclaimer about beneficial ownership.
- The weighted-average prices and footnotes indicate the shares were bought in multiple trades at slightly different prices rather than a single block trade.
- The Form 4 was amended to correct an error per the filing; investors tracking insider activity should note the amendment but avoid inferring motive from the filing alone.
Insider Transaction Report
Form 4/AAmended
Mink Brook Asset Management LLC
10% Owner
Transactions
- Purchase
Common Stock, par value $0.001 per share ("Common Stock")
[F1][F2][F3][F4]2026-07-02$5.25/sh+5,460$28,652→ 2,127,196 total(indirect: By Mink Brook Partners LP) - Purchase
Common Stock, par value $0.001 per share ("Common Stock")
[F5][F1][F3][F4]2026-07-06$5.19/sh+9,422$48,882→ 2,136,618 total(indirect: By Mink Brook Partners LP)
Footnotes (5)
- [F1]The shares were corrected to amend a mathematical error.
- [F2]The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.21 to $5.25 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.
- [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]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.
- [F5]The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $5.12 to $5.24 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.
Signature
/s/ William Mueller|2026-07-31