Wynnefield Capital Inc.
Annual return '25
+10.8%
SPY '25
+17.7%
Alpha
-6.9ptsvs SPY
Invested
$147.5M
Holdings
9
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NATR
NATURES SUNSHINE PRODS INC
Q4 2025: Exited (was 2.47M shares)
40.2%
02
$CDRE
CADRE HOLDINGS INC
Q4 2025: Exited (was 1.13M shares)
23.9%
03
$DLHC
DLH HOLDINGS CORP
Q4 2025: Exited (was 3.68M shares)
14.5%
04
$LFCR
LIFECORE BIOMEDICAL INC
Q4 2025: Exited (was 4.70M shares)
11.9%
05
$AEM
AGNICO EAGLE MINERS LTD
Q4 2025: Exited (was 50.0k shares)
4.8%
06
$QRHC
QUEST RESOURCE HOLDING CORP
Q4 2025: Exited (was 2.73M shares)
2.2%
07
$SIL
GLOBAL X FDS GLOBAL X SIL
Q4 2025: Exited (was 30.0k shares)
1.5%
08
$TPCS
TECHPRECISION CORP
Q4 2025: Exited (was 433.6k shares)
0.9%
09
$NNBR
NN INC
Q4 2025: Exited (was 28.1k shares)
0.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.