22NW as of June 30, 2025
Portfolio Holdings for 22NW
22NW holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| L.B. Foster Company (FSTR) | 18.1 | $29M | 1.3M | 21.87 | |
| Landec Corporation (LFCR) | 14.2 | $23M | 264k | 85.65 | |
| Anebulo Pharmaceuticals (ANEB) | 14.0 | $22M | 16M | 1.44 | |
| Stoneridge (SRI) | 8.6 | $14M | 1.9M | 7.04 | |
| Dhi (DHX) | 6.2 | $9.8M | 3.3M | 2.97 | |
| Regenxbio Inc equity us cm (RGNX) | 4.8 | $7.6M | 924k | 8.21 | |
| Mineralys Therapeutics (MLYS) | 4.8 | $7.6M | 560k | 13.53 | |
| Cu (CULP) | 4.6 | $7.3M | 1.9M | 3.93 | |
| PhenixFin Corporation (PFX) | 3.8 | $6.0M | 118k | 50.72 | |
| Unifi Com New (UFI) | 3.2 | $5.1M | 982k | 5.22 | |
| Meiragtx Holdings (MGTX) | 2.4 | $3.8M | 587k | 6.52 | |
| Nektar Therapeutics Com New (NKTR) | 2.4 | $3.8M | 146k | 25.84 | |
| Core Molding Technologies (CMT) | 2.0 | $3.2M | 191k | 16.59 | |
| Team Com New (TISI) | 2.0 | $3.1M | 171k | 18.20 | |
| Arvinas Ord (ARVN) | 1.9 | $3.0M | 414k | 7.36 | |
| Farmer Brothers (FARM) | 1.7 | $2.7M | 2.0M | 1.37 | |
| Mayville Engineering (MEC) | 1.6 | $2.5M | 156k | 15.96 | |
| Compass Pathways Sponsored Ads (CMPS) | 1.6 | $2.5M | 883k | 2.80 | |
| Eledon Pharmaceuticals (ELDN) | 1.1 | $1.7M | 636k | 2.71 | |
| Strata Skin Sciences (SSKN) | 0.8 | $1.2M | 537k | 2.29 | |
| Psychemedics Corp (PMDI) | 0.4 | $618k | 276k | 2.24 |
