22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 36
- No 13F data for Q4 2020
- Portfolio value
- $324.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ASIXAdvanSix Inc. | COM | 1,179,753 | $31.6M | 9.7% | – | – | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 8,238,679 | $25.5M | 7.8% | – | – | History |
| OECOrion S.A. | COM | 998,451 | $19.7M | 6.1% | – | – | History |
| TSEOQTrinseo PLC | SHS | 230,974 | $14.7M | 4.5% | – | – | History |
| STRLSterling Infrastructure, Inc. | COM | 596,471 | $13.8M | 4.3% | – | – | History |
| AGYSAgilysys Inc | COM | 260,423 | $12.5M | 3.8% | – | – | History |
| FARMFarmer Brothers Co | COM | 1,194,538 | $12.5M | 3.8% | – | – | History |
| MTWManitowoc Co Inc | COM NEW | 573,620 | $11.8M | 3.6% | – | – | History |
| MEDMedifast Inc | COM | 53,724 | $11.4M | 3.5% | – | – | History |
| AFIArmstrong Flooring, Inc. | COM | 2,141,107 | $10.5M | 3.2% | – | – | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 391,724 | $10.4M | 3.2% | – | – | History |
| Cornerstone Building Brands, Inc.21925D109 | COM | 716,712 | $10.1M | 3.1% | – | – | – |
| USA Technologies Inc90328S500 | COM | 850,549 | $9.97M | 3.1% | – | – | – |
| AAAlcoa Corp | Stock | 261,540 | $8.50M | 2.6% | – | – | History |
| FSTRFoster L B Co | COM | 468,753 | $8.39M | 2.6% | – | – | History |
| WTTRSelect Water Solutions, Inc. | CL A COM | 1,661,235 | $8.27M | 2.5% | – | – | History |
| HILHill International, Inc. | COM | 2,576,334 | $8.24M | 2.5% | – | – | History |
| HBPHuttig Building Products Inc | COM | 2,133,291 | $7.81M | 2.4% | – | – | History |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 1,241,896 | $7.80M | 2.4% | – | – | History |
| STNEStoneCo Ltd. | COM | 124,402 | $7.62M | 2.3% | – | – | History |
| NUANNuance Communications, Inc. | COM | 161,119 | $7.03M | 2.2% | – | – | History |
| BBSIBarrett Business Services Inc | COM | 98,530 | $6.79M | 2.1% | – | – | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 869,339 | $6.68M | 2.1% | – | – | – |
| NSPInsperity, Inc. | COM | 78,158 | $6.54M | 2.0% | – | – | History |
| USAPUniversal Stainless & Alloy Products Inc | COM | 593,018 | $6.03M | 1.9% | – | – | History |
| NTICNorthern Technologies International Corp | COM | 387,779 | $5.89M | 1.8% | – | – | History |
| LINCLincoln Educational Services Corp | COM | 853,108 | $5.47M | 1.7% | – | – | History |
| CLDRCloudera, Inc. | COM | 428,760 | $5.22M | 1.6% | – | – | History |
| EXTNExterran Corp | COM | 1,401,717 | $4.71M | 1.5% | – | – | History |
| CULPCulp Inc | COM | 289,683 | $4.46M | 1.4% | – | – | History |
| GYREGyre Therapeutics, Inc. | COM NEW | 775,274 | $3.91M | 1.2% | – | – | History |
| GIFIGulf Island Fabrication Inc | COM | 839,972 | $3.24M | 1.0% | – | – | History |
| UTIUniversal Technical Institute Inc | COM | 496,581 | $2.90M | 0.9% | – | – | History |
| TESSTessco Technologies Inc | COM | 373,972 | $2.71M | 0.8% | – | – | History |
| CRH Med Corp12626F105 | COM | 336,376 | $1.33M | 0.4% | – | – | – |
| Houston Wire & Cable Co44244K109 | COM | 125,438 | $655.0K | 0.2% | – | – | – |