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CIK: 0001251567
Total reported value
$145.4M
$145.4M
16 檔
121.6%
During the Q4 2024 filing period, Wynnefield Capital Inc (CIK: 0001251567) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $145.4M across 16 reported positions.
In Q4 2024, Wynnefield Capital Inc adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 17.46% | -1.09% | — | |
| 2 | CDRE | Cadre Holdings Inc | Stock-Other | 17.20% | -0.29% | -7.67% | |
| 3 | NATR | Natures Sunshine Prods Inc | Stock-Other | 16.53% | -3.14% | — | |
| 4 | LFCR | Lifecore Biomedical Inc | Stock-Other | 15.93% | +5.12% | -4.39% | |
| 5 | DLHC | Dlh Holdings CORP | Stock-Other | 13.47% | -1.24% | — | |
| 6 | QRHC | Quest Resource Holding CORP | Stock-Other | 8.10% | +0.16% | — | |
| 7 | STKL | Sunopta Inc | Stock-Other | 6.93% | — | — | |
| 8 | PAAS | Pan American Silver CORP | Stock-Materials | 0.92% | — | — | |
| 9 | SANW | S&w Seed Co | Stock-Other | 0.81% | — | — | |
| 10 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.72% | -0.20% | — | |
| 11 | TPCS | Techprecision CORP | Stock-Other | 0.72% | +0.68% | — | |
| 12 | TLS | Telos Corporation | Stock-Other | 0.62% | — | — | |
| 13 | HGBL | Heritage Global Inc | Stock-Other | 0.34% | — | — | |
| 14 | AVD | American Vanguard CORP | Stock-Other | 0.11% | — | — | |
| 15 | SOTK | Sono-tek CORP | Stock-Other | 0.09% | — | — | |
| 16 | NNBR | Nn Inc | Stock-Other | 0.04% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LFCR | Lifecore Biomedical Inc | +5.1% | -4.39% | Trim |
| 2 | NATR | Natures Sunshine Prods Inc | +1.5% | — | Unchanged |
| 3 | STKL | Sunopta Inc | +1.3% | — | Unchanged |
| 4 | SANW | S&w Seed Co | +0.8% | NEW | New buy |
| 5 | TPCS | Techprecision CORP | +0.1% | — | Unchanged |
| 6 | HGBL | Heritage Global Inc | 0% | — | Unchanged |
| 7 | SOTK | Sono-tek CORP | — | — | Unchanged |
| 8 | PAAS | Pan American Silver CORP | 0% | — | Unchanged |
| 9 | AVD | American Vanguard CORP | 0% | — | Unchanged |
| 10 | NNBR | Nn Inc | 0% | — | Unchanged |
| 11 | TLS | Telos Corporation | 0% | — | Unchanged |
| 12 | SIL | Global X Silver Miners ETF | -0.1% | — | Unchanged |
| 13 | AEM | Agnico Eagle Mines LTD | -0.1% | — | Unchanged |
| 14 | GLDD | Great Lakes Dredge & Dock Co | -0.4% | EXIT | Sold out |
| 15 | ✓ | -0.7% | EXIT | Sold out | |
| 16 | QRHC | Quest Resource Holding CORP | -1.6% | — | Unchanged |
| 17 | DLHC | Dlh Holdings CORP | -1.9% | — | Unchanged |
| 18 | CDRE | Cadre Holdings Inc | -4.2% | -7.67% | Trim |
According to official SEC Form 13F filings, Wynnefield Capital Inc reported a total U.S. public equity portfolio value of $145.4M across 16 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AEM, CDRE, NATR) accounted for 121.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
SANW
市值: $1.8M
Top Position Liquidated / Trimmed
前期市值: $1.5M
During Q4 2024, Wynnefield Capital Inc's top holdings by market value included AEM (17.5%)、CDRE (17.2%)、NATR (16.5%). The largest single position, AEM, represented 17.5% of total portfolio value.
In Q4 2024, Wynnefield Capital Inc made 5 total portfolio adjustments, initiating 1 new buys, adding to 0 positions, trimming 2 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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