DLH Holdings Corp. SEC filings document the company's federal-services business, operating results, governance, and capital-structure matters. Recent Form 8-K filings furnish quarterly financial results and related press releases, including disclosures about revenue trends, adjusted EBITDA, operating cash flow, free cash flow, debt, backlog, and program transitions within its government contract portfolio.
The company's proxy and governance filings cover annual meeting voting, director elections, executive compensation, shareholder proposals, and equity incentive plan matters. Additional 8-K disclosures address executive employment arrangements, amendments to the 2025 Equity Incentive Plan, preliminary financial information, and shareholder approval records tied to DLH's common stock and compensation programs.
Mink Brook Asset Management LLC reported purchases of DLH Holdings Corp. (DLHC) common stock on August 25–27, 2025 at a weighted average price of $5.50 per share. The filing shows incremental purchases recorded as 336, 837 and 22 shares on the three dates, and the reporting table lists beneficial ownership after those transactions of 1,837,813, 1,838,650 and 1,838,672 shares respectively. The report states these shares are held indirectly through Mink Brook Partners LP and that Mink Brook Opportunity Fund LP beneficially owns 694,322 shares.
The filer clarifies that Mink Brook Asset Management acts as investment manager and may be deemed to beneficially own the funds' securities, while disclaiming beneficial ownership except to the extent of pecuniary interest. The Form 4 is signed by William Mueller on 08/27/2025.
Mink Brook Asset Management LLC reported purchases of DLH Holdings Corp. (DLHC) common stock on 08/21/2025 and 08/22/2025 at a weighted average price of $5.50 per share. The filing shows 18,016 shares bought on 08/21/2025 and 100 shares on 08/22/2025, and indicates indirect holdings of 1,837,477 shares attributable to Mink Brook Partners LP after these transactions. The reporting group also holds 694,322 shares indirectly through Mink Brook Opportunity Fund LP. The Form 4 is signed by William Mueller and includes disclosures that the asset manager may be deemed to beneficially own the funds' securities but disclaims direct beneficial ownership beyond pecuniary interest.
Mink Brook Asset Management LLC reported purchases of DLH Holdings Corp. (DLHC) common stock during August 18-20, 2025 at a weighted average price of $5.50 per share. The filing shows three purchase transactions: 2,083 shares on 08/18/2025, 26,803 shares on 08/19/2025 and 14,154 shares on 08/20/2025. After the reported transactions, Mink Brook Partners LP is shown as beneficially owning 1,819,361 shares indirectly and Mink Brook Opportunity Fund LP is shown as beneficially owning 694,322 shares indirectly. The reporting person notes the price is a weighted average of multiple purchases at $5.50 and disclaims beneficial ownership except to the extent of pecuniary interest.
Mink Brook Asset Management LLC reported purchases of DLH Holdings Corp. (DLHC) common stock on 08/12/2025–08/14/2025. The filings show incremental open-market purchases at a weighted average price of $5.50 per share. Reported non-derivative transactions include 392 shares on 08/12, 3 shares on 08/13 and 4,335 shares on 08/14, after which Mink Brook Partners LP is shown as beneficially owning 1,776,321 shares indirectly. Separately, Mink Brook Opportunity Fund LP is reported as directly owning 694,322 shares. The filer is the investment manager and disclaims beneficial ownership except to the extent of pecuniary interest. The form is signed by William Mueller.
Mink Brook Asset Management LLC reported purchases of DLH Holdings Corp. (DLHC) common stock on 08/08/2025 and 08/11/2025. The reporting person purchased 26,563 shares and 50,000 shares respectively at a weighted average price of $5.50 per share, for a combined purchase of 76,563 shares. After these transactions, indirect holdings via Mink Brook Partners LP increased to 1,771,591 shares. The filing also shows 694,322 shares owned indirectly by Mink Brook Opportunity Fund LP.
The reporting entity is listed as Director. The filing notes that Mink Brook Asset Management LLC, as investment manager, may be deemed to beneficially own the funds' securities but disclaims beneficial ownership except to its pecuniary interest. No derivative transactions were reported and the price shown is a weighted average of multiple purchases at $5.50 inclusive.
Transaction summary: Mink Brook Asset Management LLC filed a Form 4 reporting purchases of DLH Holdings Corp. (DLHC) common stock on 08/04/2025 (4,687 shares), 08/05/2025 (245 shares) and 08/06/2025 (968 shares) at a reported weighted average price of $5.50. Following the reported transactions, the filing shows Mink Brook Partners LP beneficially owning 1,695,028 shares (indirect).
Additional holdings and disclosures: The Form also reports 694,322 shares indirectly owned by Mink Brook Opportunity Fund LP. The reporting person is identified as a Director. The Form is signed by William Mueller on 08/06/2025. The filing includes a footnote that the $5.50 figure is a weighted average and that transaction-level pricing will be provided upon request. The filing reports no derivative securities.
Amendment No. 3 to Schedule 13G filed 29 Jul 2025 shows that William Mueller-affiliated vehicles—Mink Brook Partners LP, Mink Brook Opportunity Fund LP, Mink Brook Capital GP LLC and Mink Brook Asset Management LLC—collectively own 2,383,450 DLHC shares, or 16.57 % of the 14,386,468 shares outstanding as of 5 May 2025.
- Mink Brook Partners LP: 1,689,128 shares (11.74 %).
- Mink Brook Opportunity Fund LP: 694,322 shares (4.83 %).
- All voting and dispositive power is shared; no party holds sole power.
- Filed under Rule 13d-1(c); certifies the stake is passive with no intent to influence control.
Mink Brook Capital GP LLC (general partner) and Mueller (managing member) may be deemed beneficial owners but expressly disclaim ownership beyond their pecuniary interest.
The sizeable passive stake makes Mink Brook one of DLHC’s largest shareholders, potentially supporting the share price while concentrating ownership.
DLH Holdings Corp. (DLHC) – Form 4 insider activity: On 26-27 June 2025, 10% owner Mink Brook Asset Management LLC disclosed open-market purchases of the issuer’s common stock.
- 06/26/2025: 5,198 shares acquired at a weighted-average price of $5.50.
- 06/27/2025: 47,882 shares acquired at a weighted-average price of $5.498.
After the transactions, Mink Brook’s indirect holding through Mink Brook Partners LP rose to 1,672,443 shares. The filing also reiterates an existing indirect position of 694,322 shares held via Mink Brook Opportunity Fund LP, bringing the combined reported indirect ownership to 2,366,765 shares. No derivative securities were listed, and all trades were coded “P” (open-market purchase). The Form 4 was signed by managing member William Mueller on 06/27/2025.
The disclosure confirms that Mink Brook remains a >10% beneficial owner and continues to accumulate DLHC shares at prices around $5.50.