22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 20
- −5 vs. Q1 2022
- Portfolio value
- $188.4M
- −$87.0M (−31.6%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OECOrion S.A. | COM | 1,378,452 | $21.4M | 11.4% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 3,362,713 | $17.5M | 9.3% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 15,894,165 | $17.2M | 9.1% | 00.0% | Unchanged | History |
| AGYSAgilysys Inc | COM | 283,125 | $13.4M | 7.1% | 00.0% | Unchanged | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,342,216 | $13.4M | 7.1% | +118,306+9.7% | Added | History |
| STRLSterling Infrastructure, Inc. | COM | 601,201 | $13.2M | 7.0% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,023,135 | $13.2M | 7.0% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 178,173 | $13.0M | 6.9% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 65,896 | $11.9M | 6.3% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 475,797 | $10.0M | 5.3% | 00.0% | Unchanged | History |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 1,241,896 | $7.39M | 3.9% | 00.0% | Unchanged | History |
| FARMFarmer Brothers Co | COM | 1,417,299 | $6.65M | 3.5% | 00.0% | Unchanged | History |
| MTWManitowoc Co Inc | COM NEW | 611,058 | $6.43M | 3.4% | 00.0% | Unchanged | History |
| GPREGreen Plains Inc. | COM | 205,196 | $5.58M | 3.0% | 00.0% | Unchanged | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 1,396,928 | $4.71M | 2.5% | 00.0% | Unchanged | – |
| PFXPhenixFIN Corp | COM | 117,885 | $4.30M | 2.3% | 00.0% | Unchanged | History |
| NTICNorthern Technologies International Corp | COM | 403,215 | $3.77M | 2.0% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 730,905 | $3.14M | 1.7% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 2,186,506 | $2.10M | 1.1% | 00.0% | Unchanged | History |
| LIANYLianBio | SPONSORED ADS | 141,223 | $305.0K | 0.2% | +141,223 | New | History |
Sold out since Q1 2022 (6)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| HBPHuttig Building Products Inc | COM | 2,133,291 | $22.7M | 8.3% | History |
| ASIXAdvanSix Inc. | COM | 386,325 | $19.7M | 7.2% | History |
| AFIArmstrong Flooring, Inc. | COM | 3,196,336 | $4.57M | 1.7% | History |
| GIFIGulf Island Fabrication Inc | COM | 954,197 | $3.74M | 1.4% | History |
| HILHill International, Inc. | COM | 2,065,942 | $3.37M | 1.2% | History |
| TRECTrecora Resources | COM | 18,014 | $152.0K | 0.1% | History |