WYNNEFIELD CAPITAL INC

CIK

1251567

Location

NEW YORK, NY

Portfolio Value

Small $145,251,671

Diversification

Highly concentrated

Filing Date

Global Rank

#4,565 / 8,232 ▼ 171

Top Industry

Packaged Foods 40.9%

3Y Alpha vs SPY

-17.0%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+12.0%

SPY

+76.5%

Annualised alpha

-17.0%

Max drawdown

−35.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

8 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

40.9%

+10.5 pts

Top 5

96.8%

+5.0 pts

Top 10

100.0%

+0.0 pts

HHI

2,652

Highly concentrated+518

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	42.2%	$61,307,681	5
Consumer Defensive	40.9%	$59,343,727	1
Healthcare	12.0%	$17,495,963	1
Basic Materials	4.9%	$7,104,300	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

1 positions

Ticker	Company	Δ Shares	Shares	Value	Open
CDRE	Cadre Holdings, Inc.	+140,000	1,150,000	$35,282,000
No positions match the current search.

Trimmed

Positions the filer reduced

No qualifying positions this quarter.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
STKL	SunOpta Inc.	1,975,784	$7,507,979
PAAS	Pan American Silver Corp	20,000	$1,036,200
HGBL	Heritage Global Inc.	79,426	$98,488
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

8 positions · $145,251,671 total · as of Mar 31, 2026

All sectors Basic Materials Consumer Defensive Healthcare Industrials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NATR	Natures Sunshine Products Inc Consumer Defensive	Held	2,473,686	0	$59,343,727	+11.2%	40.86%
CDRE	Cadre Holdings, Inc. Industrials	Added	1,150,000	+140,000	$35,282,000	−14.5%	24.29%
DLHC	DLH Holdings Corp. Industrials	Held	3,681,421	0	$21,425,870	+3.0%	14.75%
LFCR	Lifecore Biomedical, Inc. \De\ Healthcare	Held	4,703,216	0	$17,495,963	−54.5%	12.05%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	35,000	0	$7,104,300	+19.7%	4.89%
QRHC	Quest Resource Holding Corp Industrials	Held	2,734,349	0	$3,253,875	−36.0%	2.24%
TPCS	Techprecision Corp Industrials	Held	433,605	0	$1,305,151	−37.7%	0.90%
NNBR	Nn Inc Industrials	Held	28,128	0	$40,785	+13.3%	0.03%