Wynnefield Capital Inc Portfolio Holdings

Wynnefield Capital Inc

  • $158 Million
  • Q2 2024

Wynnefield Capital Inc has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $158 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cadre Holdings, Inc. with a value of $43.5M, Dlh Holdings Corp. with a value of $38.9M, Agnico Eagle Mines LTD with a value of $32M, Quest Resource Holding Corp with a value of $24.1M, and Sun Opta Inc. with a value of $10.7M.

Examining the 13F form we can see an decrease of $14M in the current position value, from $172M to 158M.

Wynnefield Capital Inc is based out at New York, NY

Below you can find more details about Wynnefield Capital Inc portfolio as well as his latest detailed transactions.

Portfolio value $158 Million
Industrials: $107 Million
Basic Materials: $34.5 Million
Consumer Defensive: $12.2 Million
Technology: $1.8 Million
ETFs: $1.56 Million
Financial Services: $1.1 Million
Healthcare: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $158 Million
  • Prior Value $172 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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