1y return+3.0%S&P 500 +20.9%
3y return+12.9%S&P 500 +68.5%
5y return−16.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2019: $154 against $232 in the S&P 500.2
Wynnefield Capital IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NATRNatures Sunshine Prods Inc | $53.9M | 37.1% | |
| CDRECadre Holdings Inc | $34.4M | 23.6% | +4.8% |
| LFCRLifecore Biomedical Inc | $24.7M | 17.0% | |
| DLHCDlh Holdings Corp | $19.3M | 13.3% | |
| AEMAgnico Eagle Miners Ltd | $5.4M | 3.7% | |
| QRHCQuest Resource Holding Corp | $3.4M | 2.4% | |
| TPCSTechprecision Corp | $2.3M | 1.6% | |
| SILGlobal X Fds Global X Sil | $1.9M | 1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AEMAgnico Eagle Miners Ltd | September 30, 2022 | +267.3% | $5.4M |
| SILGlobal X Fds Global X Sil | September 30, 2023 | +224.1% | $1.9M |
| NATRNatures Sunshine Prods Inc | June 30, 2020 | +141.9% | $53.9M |
| CDRECadre Holdings Inc | December 31, 2021 | +12.2% | $34.4M |
| QRHCQuest Resource Holding Corp | June 30, 2020 | −6.7% | $3.4M |
| TPCSTechprecision Corp | September 30, 2023 | −27.8% | $2.3M |
| DLHCDlh Holdings Corp | June 30, 2020 | −28.5% | $19.3M |
| LFCRLifecore Biomedical Inc | June 30, 2020 | −34.0% | $24.7M |
Sold off last quarter
- NNBRNn Inc was $41K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −2.4% | +14.8% |
| March 31, 2026 | −11.6% | −4.6% |
| December 31, 2025 | +12.5% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +15.0% | +10.5% |
| March 31, 2025 | −12.1% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +1.2% | +5.4% |
| June 30, 2024 | −11.2% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +10.4% | +11.2% |
| September 30, 2023 | +4.4% | −3.6% |
| June 30, 2023 | +19.3% | +8.3% |
| March 31, 2023 | −3.5% | +7.0% |
| December 31, 2022 | −11.7% | +7.1% |
| September 30, 2022 | −1.6% | −5.3% |
| June 30, 2022 | −22.2% | −16.5% |
| March 31, 2022 | −8.7% | −4.9% |
| December 31, 2021 | +22.4% | +10.7% |
| September 30, 2021 | −14.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wynnefield Capital Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1251567&type=13F-HR&dateb=&owner=include&count=40CIK 1251567
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1251567/000110465926097115/Filed August 14, 2026 · accession 0001104659-26-097115