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CIK: 0001251567
Total reported value
$145.4M
$145.4M
9 檔
96.7%
During the Q1 2026 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 9 reported positions.
In Q1 2026, Wynnefield Capital Inc adopted a defensive or profit-taking posture, trimming 0 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NATR | Natures Sunshine Prods Inc | Stock-Other | 40.23% | -3.14% | — | |
| 2 | CDRE | Cadre Holdings Inc | Stock-Other | 23.92% | -0.29% | +13.86% | |
| 3 | DLHC | Dlh Holdings CORP | Stock-Other | 14.53% | -1.24% | — | |
| 4 | LFCR | Lifecore Biomedical Inc | Stock-Other | 11.86% | +5.12% | — | |
| 5 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 4.82% | -1.09% | — | |
| 6 | QRHC | Quest Resource Holding CORP | Stock-Other | 2.21% | +0.16% | — | |
| 7 | SIL | Global X Silver Miners ETF | ETF-Commodities | 1.53% | -0.20% | — | |
| 8 | TPCS | Techprecision CORP | Stock-Other | 0.88% | +0.68% | — | |
| 9 | NNBR | Nn Inc | Stock-Other | 0.03% | -0.03% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NATR | Natures Sunshine Prods Inc | +10.2% | — | Unchanged |
| 2 | DLHC | Dlh Holdings CORP | +2.8% | — | Unchanged |
| 3 | AEM | Agnico Eagle Mines LTD | +1.5% | — | Unchanged |
| 4 | CDRE | Cadre Holdings Inc | +0.7% | +13.86% | Add |
| 5 | SIL | Global X Silver Miners ETF | +0.4% | — | Unchanged |
| 6 | NNBR | Nn Inc | 0% | — | Unchanged |
| 7 | TPCS | Techprecision CORP | -0.3% | — | Unchanged |
| 8 | QRHC | Quest Resource Holding CORP | -0.7% | — | Unchanged |
| 9 | LFCR | Lifecore Biomedical Inc | -9.8% | — | Unchanged |
| 10 | STKL | Sunopta Inc | — | EXIT | Sold out |
| 11 | PAAS | Pan American Silver CORP | — | EXIT | Sold out |
| 12 | HGBL | Heritage Global Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Wynnefield Capital Inc reported a total U.S. public equity portfolio value of $145.4M across 9 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including NATR, CDRE, DLHC) accounted for 96.7% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
STKL
前期市值: $7.5M
During Q1 2026, Wynnefield Capital Inc's top holdings by market value included NATR (40.2%)、CDRE (23.9%)、DLHC (14.5%). The largest single position, NATR, represented 40.2% of total portfolio value.
In Q1 2026, Wynnefield Capital Inc made 4 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 0 holdings, and fully liquidating 3 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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