WYNNEFIELD CAPITAL INC
CIK
1251567
Location
NEW YORK, NY
Portfolio Value
Micro
$17,495,963
Diversification
Highly concentrated
Filing Date
Global Rank
#4,901
/ 8,578
▼ 320
Top Industry
Packaged Foods
40.9%
3Y Alpha vs SPY
-16.5%
Period ended 3 months ago
Filed May 15, 2026 · 31d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+14.3%
SPY
+77.5%
Annualised alpha
-16.5%
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, 2025Top 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 |
|---|---|---|
| Industrials | 42.2% | $61,307,681 |
| Consumer Defensive | 40.9% | $59,343,727 |
| Healthcare | 12.0% | $17,495,963 |
| Basic Materials | 4.9% | $7,104,300 |
Last Quarter's Activity
Export CSVAdded 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 reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$17,495,963 total
· Healthcare only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LFCR |
Lifecore Biomedical, Inc. \De\
Healthcare
|
Held | 4,703,216 | $17,495,963 | 100.00% |