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Filers›Hedge Fund›WYNNEFIELD CAPITAL INC
DOSSIER · 13F-HR · Q1 2026

WYNNEFIELD CAPITAL INC

WYNNEFIELD's hedge fund based in Boston, MA — $148M in tracked AUM across 9 positions as of Q1 2026.

W
WYNNEFIELD·Boston, MA·Hedge Fund
CIK 0001251567 · last filed Mar 31, 2026
Total AUM
$148M
▼ 11.8%
vs prior
Holdings
9
—
positions
Whale Score
71
71
strong
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Based on the SEC 13F filing data provided for WYNNEFIELD CAPITAL INC as of September 30, 2025, here is a comprehensive analysis of the portfolio's structure, activity, and strategic orientation.

1. Portfolio Overview

Wynnefield Capital Inc. manages a highly concentrated portfolio characterized by a significant reduction in assets under management (AUM) and an extreme focus on a select few securities. The total portfolio value decreased sharply by 52.7%, contracting from approximately $169.5...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NATR
NATURES SUNSHINE PRODS INC
$59M2.5M40.2%
02
CDRE
CADRE HOLDINGS INC
$35M1.1M23.9%
03
DLHC
DLH HOLDINGS CORP
$21M3.7M14.5%
04
LFCR
LIFECORE BIOMEDICAL INC
$17M4.7M11.9%
05
AEM
AGNICO EAGLE MINERS LTD
$7M35K4.8%
06
QRHC
QUEST RESOURCE HOLDING CORP
$3M2.7M2.2%
07
SIL
GLOBAL X FDS GLOBAL X SIL
$2M25K1.5%
08
TPCS
TECHPRECISION CORP
$1M434K0.9%
09
NNBR
NN INC
$40,78528K0.0%

Filing history

Filing history loading…
AI Agent · grounded in WYNNEFIELD
haiku-4-5 · 9 positions indexed
Sector mix
  • Tech22%
  • Financials17%
  • Communications4%
  • Industrials41%
  • Energy10%
  • Other6%
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