SEC 13F Intelligence

Managers / Q1 2026

AEGIS FINANCIAL CORP

CIK 0001140753 · 6862 ELM STREET, SUITE 830, MC LEAN, VA, 22101-3897 · 7035287788

Reported Value
$580M
Q1 2026
Positions
37
Filings on Record
14
2019–present window
Filed
May 13, 2026
original filing

Summary

Aegis Financial Corp reported $580M in U.S.-listed holdings across 37 positions for Q1 2026.

Its largest position, CVE, represents 15.8% of the portfolio.

Compared with Q4 2025, the fund opened 6 new positions and exited 2.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $113.5BQ4 ’22Q1 ’23: $129MQ2 ’23: $144MQ2 ’23Q3 ’23: $164MQ4 ’23: $165MQ4 ’23Q1 ’24: $118MQ2 ’24: $104MQ2 ’24Q3 ’24: $117MQ4 ’24: $116MQ4 ’24Q1 ’25: $117MQ2 ’25: $170MQ2 ’25Q3 ’25: $261MQ4 ’25: $419MQ4 ’25Q1 ’26: $580Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$580M37May 13, 202613F-HRchanges · EDGAR ↗
Q4 2025$419M33Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$261M26Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$170M25Aug 11, 202513F-HRchanges · EDGAR ↗
Q1 2025$117M23May 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$116M22Feb 12, 202513F-HRchanges · EDGAR ↗
Q3 2024$117M23Nov 12, 202413F-HRchanges · EDGAR ↗
Q2 2024$104M25Aug 8, 202413F-HRchanges · EDGAR ↗
Q1 2024$118M27May 10, 202413F-HRchanges · EDGAR ↗
Q4 2023$165M31Feb 8, 202413F-HRchanges · EDGAR ↗
Q3 2023$164M30Oct 20, 202313F-HRchanges · EDGAR ↗
Q2 2023$144M31Jul 21, 202313F-HRchanges · EDGAR ↗
Q1 2023$129M27May 12, 202313F-HRchanges · EDGAR ↗
Q4 2022$113.5B28Feb 10, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.