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 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 $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

THC

Truffle Hound Capital Bethesda, Maryland $386M AUM 57.88% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Mink Brook Asset Management's FRD Position: Q1 2026 in Review

Mink Brook Asset Management increased its Friedman Industries (FRD) stake by 7.8% in Q1 2026, buying an estimated $223K and bringing the position to 162,900 shares worth $2.89M. The position accounts for 1.61% of the portfolio, ranked #14.

Mink Brook Asset Management first reported a position in FRD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.31M in Q3 2025. 65 funds tracked by Wall St. Rank hold FRD as of Q1 2026.

Mink Brook Asset Management held 162,900 shares of Friedman Industries worth $2.89M as of Q1 2026.
Mink Brook Asset Management bought 11,805 Friedman Industries shares in Q1 2026, an estimated $223K.
Friedman Industries made up 1.61% of Mink Brook Asset Management's portfolio in Q1 2026, its #14 holding.
Mink Brook Asset Management first reported a position in Friedman Industries in Q4 2024 and has held it in 6 quarters since.
Mink Brook Asset Management's Friedman Industries position peaked at $3.31M in Q3 2025.
65 funds tracked by Wall St. Rank held Friedman Industries as of Q1 2026.

Based on Mink Brook Asset Management's 13F filing for Q1 2026, filed 1 Apr 2026.