Minerva Advisors LLC
CIK 1541536 · Holdings on Mar 31, 2024 · First reported May 14, 2024
Top ten holdings
Q1 2024- 91383710010.58%
- EML10.03%
- VIRC7.50%
- GLDD7.02%
- TG5.97%
- ATRO5.39%
- ESCA4.47%
- INFU4.45%
- DLHC4.07%
- SGA3.18%
Share classes counted separately62.66%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EMLWeight increased · +3.39 pp6.64% → 10.03%Shares -3.00K (-0.61%)
- ESCAWeight decreased · -2.27 pp6.74% → 4.47%Shares 0 (0.00%)
- SSPWeight decreased · -1.45 pp3.16% → 1.71%Shares +80.35K (+12.70%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 913837100UNIVERSAL STAINLESS & ALLOY View history and evidence | $17.27M | 10.58% | 772.85K shares | 9.71% → 10.58%+0.87 pp -3.20K (-0.41%) | Reduced | ↗▾ |
| 02 | EMLEASTERN CO/THE View history and evidence | $16.38M | 10.03% | 488.59K shares | 6.64% → 10.03%+3.39 pp -3.00K (-0.61%) | Reduced | ↗▾ |
| 03 | VIRCVIRCO MFG CORPORATION View history and evidence | $12.25M | 7.50% | 1.12M shares | 8.25% → 7.50%-0.75 pp +24.76K (+2.26%) | Added | ↗▾ |
| 04 | GLDDGREAT LAKES DREDGE & DOCK CO View history and evidence | $11.47M | 7.02% | 1.31M shares | 6.12% → 7.02%+0.90 pp +36.15K (+2.83%) | Added | ↗▾ |
| 05 | TGTREDEGAR CORP View history and evidence | $9.75M | 5.97% | 1.49M shares | 4.62% → 5.97%+1.35 pp +128.67K (+9.42%) | Added | ↗▾ |
| 06 | ATROASTRONICS CORP View history and evidence | $8.81M | 5.39% | 463.11K shares | 5.04% → 5.39%+0.35 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | ESCAESCALADE INC View history and evidence | $7.30M | 4.47% | 537.81K shares | 6.74% → 4.47%-2.27 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | INFUINFUSYSTEM HOLDINGS INC View history and evidence | $7.27M | 4.45% | 846.85K shares | 5.53% → 4.45%-1.08 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | DLHCDLH HOLDINGS CORP View history and evidence | $6.65M | 4.07% | 505.58K shares | 4.94% → 4.07%-0.87 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | SGASAGA COMMUNICATIONS INC-CL ACL A NEW View history and evidence | $5.20M | 3.18% | 233.04K shares | 3.24% → 3.18%-0.06 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| CIX COMPX INTERNATIONAL INC | Non-derivative | -27,847 | -$703.97K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1541536 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 163322599
}Research all 59 reported holdings.
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