Minerva Advisors
Minerva Advisors reported 46 stocks worth $158M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are EML (9.6%), TG (8.4%) and INFU (8.2%). Compared with Q1 2026, the fund added to INFU, VIRC and DLHC, trimmed SIF, ATRO and FSTR and sold out of GLDD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  EML Eastern Co | $15.2M | 9.6% | 546K | No change | 8 of 8 | |
| 2 |  TG Tredegar Corp | $13.3M | 8.4% | 1.7M | No change | 8 of 8 | |
| 3 |  INFU Infusystem Hldgs Inc | $13M | 8.2% | 1.3M | +145K (+12%) | 8 of 8 | |
| 4 |  SIF Sifco Inds Inc | $10.7M | 6.7% | 456K | −25K (−5%) | 8 of 8 | |
| 5 |  ESCA Escalade Inc | $10.7M | 6.7% | 567K | No change | 8 of 8 | |
| 6 |  VIRC Virco Mfg Co | $9.4M | 6.0% | 1.5M | +18K (+1%) | 8 of 8 | |
| 7 |  UTMD Utah Med Prods Inc | $6.5M | 4.1% | 94K | No change | 8 of 8 | |
| 8 |  UFI Unifi Inc | $6M | 3.8% | 1.3M | No change | 8 of 8 | |
| 9 |  DLHC Dlh Hldgs Corp | $5.9M | 3.7% | 1.1M | +3,331 (+0%) | 8 of 8 | |
| 10 |  NVGS Navigator Hldgs Ltd | $5.5M | 3.5% | 296K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 GLDD GREAT LAKES DREDGE & DOCK CO | $17.5M | 1M |
PROASSURANCE CORP | $426K | 17K |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Minerva Advisors 13F FAQ
What does Minerva Advisors own?
Minerva Advisors reported 46 stocks worth $158M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are EML (9.6%), TG (8.4%) and INFU (8.2%). The table above lists every position in the filing (the top 10 without an account).
What did Minerva Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 0 new positions, 9 added to, 4 trimmed and 2 sold out. It sold all of GLDD.
When will Minerva Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Minerva Advisors's portfolio worth?
The Q2 2026 filing reports $158M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.