22NW
Latest statistics and disclosures from 22NW's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FSTR, NKTR, LFCR, NSP, MLYS, and represent 64.58% of 22NW's stock portfolio.
- Added to shares of these 4 stocks: FOXF (+$11M), NSP (+$11M), MLYS, SRI.
- Started 1 new stock position in FOXF.
- Reduced shares in these 9 stocks: ANEB (-$85M), MEC (-$7.8M), MGTX, RGNX, NKTR, FSTR, PFX, SSKN, PMDI.
- Sold out of its positions in ANEB, MEC, PMDI, SSKN, MGTX.
- 22NW was a net seller of stock by $-86M.
- 22NW has $146M in assets under management (AUM), dropping by -38.59%.
- Central Index Key (CIK): 0001694297
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Portfolio Holdings for 22NW
22NW holds 16 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| L.B. Foster Company (FSTR) | 20.4 | $30M | -10% | 1.1M | 27.90 |
|
| Nektar Therapeutics Com New (NKTR) | 13.9 | $20M | -15% | 281k | 71.95 |
|
| Landec Corporation (LFCR) | 12.9 | $19M | 1.3k | 15044.90 |
|
|
| Insperity (NSP) | 9.1 | $13M | +411% | 493k | 27.04 |
|
| Mineralys Therapeutics (MLYS) | 8.2 | $12M | +24% | 444k | 27.09 |
|
| Stoneridge (SRI) | 8.2 | $12M | +12% | 2.5M | 4.83 |
|
| Fox Factory Hldg (FOXF) | 7.7 | $11M | NEW | 678k | 16.46 |
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| Cu (CULP) | 3.5 | $5.1M | 1.9M | 2.74 |
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| Core Molding Technologies (CMT) | 3.4 | $5.0M | 223k | 22.40 |
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| Regenxbio Inc equity us cm (RGNX) | 2.8 | $4.1M | -46% | 493k | 8.38 |
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| Unifi Com New (UFI) | 2.1 | $3.0M | 853k | 3.57 |
|
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| Team Com New (TISI) | 1.9 | $2.7M | 170k | 15.94 |
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| Rezolute Com New (RZLT) | 1.7 | $2.5M | 821k | 3.05 |
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| Farmer Brothers (FARM) | 1.7 | $2.5M | 2.0M | 1.27 |
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| Eledon Pharmaceuticals (ELDN) | 1.3 | $2.0M | 636k | 3.08 |
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| PhenixFin Corporation (PFX) | 1.2 | $1.7M | -63% | 43k | 39.06 |
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Past Filings by 22NW
SEC 13F filings are viewable for 22NW going back to 2016
- 22NW 2026 Q1 filed May 15, 2026
- 22NW 2025 Q4 filed Feb. 13, 2026
- 22NW 2025 Q3 filed Nov. 14, 2025
- 22NW 2025 Q2 filed Aug. 14, 2025
- 22NW 2025 Q1 filed May 14, 2025
- 22NW 2024 Q4 filed Feb. 14, 2025
- 22NW 2024 Q3 filed Nov. 14, 2024
- 22NW 2024 Q2 filed Aug. 14, 2024
- 22NW 2024 Q1 filed May 15, 2024
- 22NW 2023 Q4 filed Feb. 14, 2024
- 22NW 2023 Q3 filed Nov. 14, 2023
- 22NW 2023 Q2 filed Aug. 14, 2023
- 22NW 2023 Q1 filed May 15, 2023
- 22NW 2022 Q4 filed Feb. 10, 2023
- 22NW 2022 Q3 filed Nov. 14, 2022
- 22NW 2022 Q2 filed Aug. 12, 2022