Mink Brook Asset Management’s Friedman Industries FRD Stock Holding History

Mink Brook Asset Management’s Portfolio FRD Stock Details FRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71M	Sell	84,171 -78,729	-48%	-$1.86M	1.2%	19
2026 Q1	$2.89M	Buy	162,900 +11,805	+8%	+$223K	1.61%	14
2025 Q4	$3.1M	Sell	151,095 -74	-0%	-$1.52K	1.96%	15
2025 Q3	$3.31M	Sell	151,169 -47,880	-24%	-$877K	2.23%	14
2025 Q2	$3.3M	Buy	199,049 +9,433	+5%	+$153K	2.86%	10
2025 Q1	$2.82M	Buy	189,616 +952	+0.5%	+$14.9K	2.97%	11
2024 Q4	$2.88M	Buy	+188,664	New	+$2.88M	2.76%	12

Other funds holding FRD

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $468M AUM 42.57% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mink Brook Asset Management's FRD Position: Q2 2026 in Review

Mink Brook Asset Management reduced its Friedman Industries (FRD) stake by 48% in Q2 2026, selling an estimated $1.86M and leaving 84,171 shares worth $2.71M. The position accounts for 1.2% of the portfolio, ranked #19.

Mink Brook Asset Management first reported a position in FRD in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.31M in Q3 2025. 80 funds tracked by Wall St. Rank hold FRD as of Q2 2026.

Mink Brook Asset Management held 84,171 shares of Friedman Industries worth $2.71M as of Q2 2026.
Mink Brook Asset Management sold 78,729 Friedman Industries shares in Q2 2026, an estimated $1.86M.
Friedman Industries made up 1.2% of Mink Brook Asset Management's portfolio in Q2 2026, its #19 holding.
Mink Brook Asset Management first reported a position in Friedman Industries in Q4 2024 and has held it in 7 quarters since.
Mink Brook Asset Management's Friedman Industries position peaked at $3.31M in Q3 2025.
80 funds tracked by Wall St. Rank held Friedman Industries as of Q2 2026.

Based on Mink Brook Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.