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WYNNEFIELD CAPITAL INC

Q3 2025 · Filed 2025-11-14
Market Value
$166M
-1.9%
Holdings
16
New Purchases
0
Added To
0
Closed
1
Reduced
5
Top 10 Concentration
99.2%
Turnover
6.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CDRE 24.69% 21.14% +3.55% $41M
NATR 23.07% 21.58% +1.49% $38M
TPCS 1.39% 0.96% +0.43% $2M
STKL 6.96% 6.76% +0.20% $12M
AVD 0.17% 0.12% +0.06% $287K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 5.07% 7.01% -1.95% $8M
LNDC 20.80% 22.53% -1.72% $35M
QRHC 2.56% 3.26% -0.69% $4M
TLS 0.21% 0.75% -0.54% $342K
SANW 0.03% 0.29% -0.26% $52K
DLHC 12.50% 12.68% -0.18% $21M
SIL 1.29% 1.42% -0.13% $2M
HGBL 0.40% 0.53% -0.13% $666K
SOTK 0.00% 0.11% -0.11% $0
PAAS 0.81% 0.84% -0.02% $1M
NNBR 0.03% 0.03% -0.00% $58K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $10M 5.9%
Mid Cap 1 $2M 1.3%
Small Cap 4 $91M 54.9%
Micro Cap 9 $63M 37.9%

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 CDRE 24.69% 1,125,240 $41M $36.51 $5M
2 NATR 23.07% 2,473,686 $38M $15.52 $2M
3 LNDC 20.80% 4,703,216 $35M $7.36 -$4M
4 DLHC 12.50% 3,681,421 $21M $5.65 -$699K
5 STKL 6.96% 1,975,784 $12M $5.86 $119K
6 AEM 5.07% 50,000 $8M $168.56 -$3M -49,991 -50.0%
7 QRHC 2.56% 2,734,349 $4M $1.56 -$1M
8 TPCS 1.39% 433,605 $2M $5.33 $689K
9 SIL 1.29% 30,000 $2M $71.63 -$258K -20,000 -40.0%
10 PAAS 0.81% 35,000 $1M $38.73 -$64K -15,000 -30.0%
11 HGBL 0.40% 401,030 $666K $1.66 -$225K
12 TLS 0.21% 50,000 $342K $6.84 -$926K -350,000 -87.5%
13 AVD 0.17% 50,000 $287K $5.74 $91K
14 NNBR 0.03% 28,128 $58K $2.06 -$1K
15 SANW 0.03% 150,000 $52K $0.35 -$435K -73,718 -33.0%
16 SOTK —% -$191K -50,950 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
SOTK —%
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