WYNNEFIELD CAPITAL INC
Hedge Fund • Value
WYNNEFIELD CAPITAL INC is a Value-focused Hedge Fund based in New York, NY led by Nelson Jay Obus, reporting $228.1M in AUM as of Q3 2025 with 41% Industrials concentration, 99% concentrated in top 10 holdings, and 25% allocation to CDRE.
PresidentNelson Jay Obus
- Portfolio Value
- $166.4M
- Positions
- 15
- Top Holding
- CDRE at 24.69%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WYNNEFIELD CAPITAL INC's portfolio (99.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Aerospace & Defense Industrials | $41.1M | 24.69% | — | 2.77% 1.1M shares | |
Packaged Foods Consumer Defensive | $38.4M | 23.07% | — | 14.03% 2.5M shares | |
Drug Manufacturers - Specialty & Generic Healthcare | $34.6M | 20.80% | — | 12.55% 4.7M shares | |
Specialty Business Services Industrials | $20.8M | 12.50% | — | 25.59% 3.7M shares | |
Packaged Foods Consumer Defensive | $11.6M | 6.96% | — | 1.67% 2.0M shares | |
Gold Basic Materials | $8.4M | 5.07% | -$8.4M Sold | 0.01% 50.0K shares | |
Waste Management Industrials | $4.3M | 2.56% | — | 13.20% 2.7M shares | |
Manufacturing - Metal Fabrication Industrials | $2.3M | 1.39% | — | 4.36% 433.6K shares | |
Unknown Unknown | $2.1M | 1.29% | +$2.1M New | — 30.0K shares | |
Silver Basic Materials | $1.4M | 0.81% | -$581.0K Sold | 0.01% 35.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WYNNEFIELD CAPITAL INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-87.5% | |
-50.0% | |
-40.0% | |
-32.95% |
Analytics
Portfolio insights and performance metrics for WYNNEFIELD CAPITAL INC
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