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Wynnefield Capital INC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1251567) · Explore on the interactive board

Wynnefield Capital INC disclosed 8 US equity positions worth $145.4m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is NATR at 37.1% of the reported book, followed by CDRE, LFCR. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 0 and exited 1. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$145.4mreported US equity book
8positions
37.1%largest position
100.0%top 10 weight
4.13effective positions (1/HHI)
2quarters on file since Q1 2026

What does Wynnefield Capital INC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 1 added, 0 reduced, 1 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 NATR NATURES SUNSHINE PRODS INC Consumer Defensive 37.1%$53.9m2,473,686 0% held
2 CDRE CADRE HOLDINGS INC Industrials 23.6%$34.4m1,205,000 5% added
3 LFCR LIFECORE BIOMEDICAL INC Healthcare 17.0%$24.7m4,703,216 0% held
4 DLHC DLH HOLDINGS CORP 13.3%$19.3m3,681,421 0% held
5 AEM AGNICO EAGLE MINERS LTD Basic Materials 3.7%$5.4m35,000 0% held
6 QRHC QUEST RESOURCE HOLDING CORP 2.4%$3.4m2,734,349 0% held
7 TECHPRECISION CORP 1.6%$2.3m433,605 0% held
8 SIL GLOBAL X FDS GLOBAL X SIL 1.3%$1.9m25,000 0% held

What did Wynnefield Capital INC sell? Positions exited since the previous filing

StockPrior weightPrior value
NNBR NN INC100.0%$40.8k

Sector mix

SectorWeight
Consumer Defensive37.1%
Industrials23.6%
Healthcare17.0%
Basic Materials3.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 20268$145.4m
Q1 20269$147.5m

How concentrated is Wynnefield Capital INC's portfolio?

Across every quarter Wynnefield Capital INC has filed, its median largest position is 38.7% of the book and its median top-ten weight is 100.0%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 1.0 completed holding spells, the median lasted 1.0 quarters; 8.0 positions are still open and their final length is unknown.