22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 13, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 25
- 0 vs. Q4 2021
- Portfolio value
- $275.4M
- −$48.0M (−14.8%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 3,362,713 | $23.8M | 8.6% | 00.0% | Unchanged | History |
| HBPHuttig Building Products Inc | COM | 2,133,291 | $22.7M | 8.3% | 00.0% | Unchanged | History |
| OECOrion S.A. | COM | 1,378,452 | $22.0M | 8.0% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 15,894,165 | $21.6M | 7.8% | 00.0% | Unchanged | History |
| ASIXAdvanSix Inc. | COM | 386,325 | $19.7M | 7.2% | −329,649−46.0% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 601,201 | $16.1M | 5.8% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,023,135 | $15.7M | 5.7% | −1000.0% | Reduced | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,223,910 | $14.2M | 5.1% | +735+0.1% | Added | History |
| BBSIBarrett Business Services Inc | COM | 178,173 | $13.8M | 5.0% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 475,797 | $11.7M | 4.3% | 00.0% | Unchanged | History |
| AGYSAgilysys Inc | COM | 283,125 | $11.3M | 4.1% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 65,896 | $11.3M | 4.1% | 00.0% | Unchanged | History |
| FARMFarmer Brothers Co | COM | 1,417,299 | $10.1M | 3.7% | 00.0% | Unchanged | History |
| MTWManitowoc Co Inc | COM NEW | 611,058 | $9.21M | 3.3% | 00.0% | Unchanged | History |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 1,241,896 | $7.86M | 2.9% | 00.0% | Unchanged | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 1,396,928 | $7.40M | 2.7% | 00.0% | Unchanged | – |
| GPREGreen Plains Inc. | COM | 205,196 | $6.36M | 2.3% | −205,196−50.0% | Reduced | History |
| CULPCulp Inc | COM | 730,905 | $5.80M | 2.1% | 00.0% | Unchanged | History |
| NTICNorthern Technologies International Corp | COM | 403,215 | $4.85M | 1.8% | 00.0% | Unchanged | History |
| PFXPhenixFIN Corp | COM | 117,885 | $4.82M | 1.8% | 00.0% | Unchanged | History |
| AFIArmstrong Flooring, Inc. | COM | 3,196,336 | $4.57M | 1.7% | 00.0% | Unchanged | History |
| GIFIGulf Island Fabrication Inc | COM | 954,197 | $3.74M | 1.4% | −115,564−10.8% | Reduced | History |
| HILHill International, Inc. | COM | 2,065,942 | $3.37M | 1.2% | −510,392−19.8% | Reduced | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 2,186,506 | $3.21M | 1.2% | +512,271+30.6% | Added | History |
| TRECTrecora Resources | COM | 18,014 | $152.0K | 0.1% | +18,014 | New | History |
Sold out since Q4 2021 (1)
Positions held at the end of Q4 2021 that are gone from this filing.