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WYNNEFIELD CAPITAL INC

Q2 2025 · Filed 2025-07-15
Market Value
$170M
+7.3%
Holdings
16
New Purchases
0
Added To
0
Closed
0
Reduced
2
Top 10 Concentration
98.2%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DLHC 12.68% 9.44% +3.25% $21M
NATR 21.58% 19.65% +1.93% $37M
LNDC 22.53% 20.95% +1.57% $38M
STKL 6.76% 6.08% +0.68% $11M
TPCS 0.96% 0.63% +0.33% $2M
SIL 1.42% 1.25% +0.17% $2M
TLS 0.75% 0.60% +0.15% $1M
CDRE 21.14% 21.09% +0.06% $36M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 7.01% 12.35% -5.33% $12M
QRHC 3.26% 4.50% -1.24% $6M
PAAS 0.84% 1.63% -0.80% $1M
SANW 0.29% 0.99% -0.70% $488K
HGBL 0.53% 0.55% -0.03% $890K
AVD 0.12% 0.14% -0.02% $196K
NNBR 0.03% 0.04% -0.01% $59K
SOTK 0.11% 0.12% -0.00% $191K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $13M 7.9%
Mid Cap 1 $2M 1.4%
Small Cap 4 $85M 50.2%
Micro Cap 9 $69M 40.5%

Portfolio Analytics

Avg Market Cap
$7.5B
Median Market Cap
$196M
Avg P/E
29.0
Median P/E
19.2
Avg Dividend Yield
0.00%
Avg Beta
0.87
# Stocks
15
# ETFs / Funds
1

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LNDC 22.53% 4,703,216 $38M $8.12 $5M
2 NATR 21.58% 2,473,686 $37M $14.79 $6M
3 CDRE 21.14% 1,125,240 $36M $31.85 $3M
4 DLHC 12.68% 3,681,421 $21M $5.84 $7M
5 AEM 7.01% 99,991 $12M $118.93 -$8M -80,009 -44.5%
6 STKL 6.76% 1,975,784 $11M $5.80 $2M
7 QRHC 3.26% 2,734,349 $6M $2.02 -$2M
8 SIL 1.42% 50,000 $2M $48.14 $434K
9 TPCS 0.96% 433,605 $2M $3.74 $624K
10 PAAS 0.84% 50,000 $1M $28.40 -$1M -50,000 -50.0%
11 TLS 0.75% 400,000 $1M $3.17 $316K
12 HGBL 0.53% 401,030 $890K $2.22 $16K
13 SANW 0.29% 223,718 $488K $2.18 -$1M
14 AVD 0.12% 50,000 $196K $3.92 -$24K
15 SOTK 0.11% 50,950 $191K $3.75 $6K
16 NNBR 0.03% 28,128 $59K $2.10 -$5K
View SEC EDGAR Filings for WYNNEFIELD CAPITAL INC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms