22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 25
- −3 vs. Q3 2021
- Portfolio value
- $323.4M
- −$12.3M (−3.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DRTTFDirtt Environmental Solutions Ltd | COM | 15,894,165 | $34.6M | 10.7% | +378,364+2.4% | Added | History |
| ASIXAdvanSix Inc. | COM | 715,974 | $33.8M | 10.5% | −463,779−39.3% | Reduced | History |
| OECOrion S.A. | COM | 1,378,452 | $25.3M | 7.8% | +380,001+38.1% | Added | History |
| HBPHuttig Building Products Inc | COM | 2,133,291 | $23.6M | 7.3% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 3,362,713 | $20.7M | 6.4% | +19,148+0.6% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 601,201 | $15.8M | 4.9% | 00.0% | Unchanged | History |
| GPREGreen Plains Inc. | COM | 410,392 | $14.3M | 4.4% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,023,235 | $14.1M | 4.4% | +299,533+41.4% | Added | History |
| MEDMedifast Inc | COM | 65,896 | $13.8M | 4.3% | +12,172+22.7% | Added | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,223,175 | $13.6M | 4.2% | +369,874+43.3% | Added | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 475,797 | $13.5M | 4.2% | +17,508+3.8% | Added | History |
| AGYSAgilysys Inc | COM | 283,125 | $12.6M | 3.9% | +101,439+55.8% | Added | History |
| BBSIBarrett Business Services Inc | COM | 178,173 | $12.3M | 3.8% | +28,530+19.1% | Added | History |
| MTWManitowoc Co Inc | COM NEW | 611,058 | $11.4M | 3.5% | +161,376+35.9% | Added | History |
| FARMFarmer Brothers Co | COM | 1,417,299 | $10.6M | 3.3% | 00.0% | Unchanged | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 1,396,928 | $7.78M | 2.4% | 00.0% | Unchanged | – |
| CULPCulp Inc | COM | 730,905 | $6.95M | 2.1% | +227,653+45.2% | Added | History |
| AFIArmstrong Flooring, Inc. | COM | 3,196,336 | $6.33M | 2.0% | 00.0% | Unchanged | History |
| NTICNorthern Technologies International Corp | COM | 403,215 | $6.17M | 1.9% | +15,436+4.0% | Added | History |
| HILHill International, Inc. | COM | 2,576,334 | $5.02M | 1.6% | 00.0% | Unchanged | History |
| PFXPhenixFIN Corp | COM | 117,885 | $4.93M | 1.5% | 00.0% | Unchanged | History |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 1,241,896 | $4.86M | 1.5% | 00.0% | Unchanged | History |
| USAPUniversal Stainless & Alloy Products Inc | COM | 593,018 | $4.71M | 1.5% | 00.0% | Unchanged | History |
| GIFIGulf Island Fabrication Inc | COM | 1,069,761 | $4.29M | 1.3% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 1,674,235 | $2.45M | 0.8% | +188,065+12.7% | Added | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.