Wynnefield Capital

Latest statistics and disclosures from Wynnefield Capital's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NATR, CDRE, DLHC, LFCR, AEM, and represent 95.35% of Wynnefield Capital's stock portfolio.
  • Added to shares of these 1 stock: CDRE.
  • Reduced shares in these 3 stocks: , PAAS, HGBL.
  • Sold out of its positions in HGBL, PAAS, STKL.
  • Wynnefield Capital was a net seller of stock by $-4.3M.
  • Wynnefield Capital has $148M in assets under management (AUM), dropping by -17.06%.
  • Central Index Key (CIK): 0001251567

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Positions held by Wynnefield Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wynnefield Capital

Wynnefield Capital holds 9 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Natures Sunshine Prods Comm (NATR) 40.2 $59M 2.5M 23.99
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Cadre Holdings Comm (CDRE) 23.9 $35M +13% 1.2M 30.68
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Dlh Holdings Corp Comm (DLHC) 14.5 $21M 3.7M 5.82
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Lifecore Biomedical Comm (LFCR) 11.9 $18M 4.7M 3.72
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Agnico Eagle Miners Comm (AEM) 4.8 $7.1M 35k 202.98
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Quest Resource Holding Corp Comm (QRHC) 2.2 $3.3M 2.7M 1.19
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Global X Fds Global X Sil Comm (SIL) 1.5 $2.3M 25k 90.08
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Techprecision Corp Comm (TPCS) 0.9 $1.3M 434k 3.01
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NN Comm (NNBR) 0.0 $41k 28k 1.45
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Past Filings by Wynnefield Capital

SEC 13F filings are viewable for Wynnefield Capital going back to 2011

View all past filings