22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 20
- 0 vs. Q2 2022
- Portfolio value
- $176.8M
- −$11.6M (−6.2%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OECOrion S.A. | COM | 1,378,452 | $18.4M | 10.4% | 00.0% | Unchanged | History |
| AGYSAgilysys Inc | COM | 283,125 | $15.7M | 8.9% | 00.0% | Unchanged | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,755,161 | $15.6M | 8.8% | +412,945+30.8% | Added | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 5,066,290 | $14.2M | 8.0% | +1,703,577+50.7% | Added | History |
| BBSIBarrett Business Services Inc | COM | 178,173 | $13.9M | 7.9% | 00.0% | Unchanged | History |
| STRLSterling Infrastructure, Inc. | COM | 601,201 | $12.9M | 7.3% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,023,135 | $9.99M | 5.6% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 89,596 | $9.71M | 5.5% | +23,700+36.0% | Added | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $9.17M | 5.2% | +538,227+38.0% | Added | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 475,797 | $8.97M | 5.1% | 00.0% | Unchanged | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 1,396,928 | $7.96M | 4.5% | 00.0% | Unchanged | – |
| DRTTFDirtt Environmental Solutions Ltd | COM | 15,894,165 | $6.99M | 4.0% | 00.0% | Unchanged | History |
| GPREGreen Plains Inc. | COM | 205,196 | $5.96M | 3.4% | 00.0% | Unchanged | History |
| NTICNorthern Technologies International Corp | COM | 403,215 | $5.37M | 3.0% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 1,212,380 | $5.29M | 3.0% | +481,475+65.9% | Added | History |
| MTWManitowoc Co Inc | COM NEW | 611,058 | $4.74M | 2.7% | 00.0% | Unchanged | History |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 1,231,014 | $4.62M | 2.6% | −10,882−0.9% | Reduced | History |
| PFXPhenixFIN Corp | COM | 117,885 | $4.11M | 2.3% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 3,439,261 | $3.00M | 1.7% | +1,252,755+57.3% | Added | History |
| LIANYLianBio | SPONSORED ADS | 141,223 | $282.0K | 0.2% | 00.0% | Unchanged | History |