22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 19
- −1 vs. Q3 2022
- Portfolio value
- $185.2M
- +$8.38M (+4.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OECOrion S.A. | COM | 1,378,452 | $24.6M | 13.3% | 00.0% | Unchanged | History |
| STRLSterling Infrastructure, Inc. | COM | 601,201 | $19.7M | 10.6% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 178,173 | $16.6M | 9.0% | 00.0% | Unchanged | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 475,797 | $12.3M | 6.6% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 5,066,290 | $12.3M | 6.6% | 00.0% | Unchanged | History |
| MACKMerrimack Pharmaceuticals Inc | COM NEW | 1,015,048 | $11.6M | 6.3% | −215,966−17.5% | Reduced | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,755,161 | $11.4M | 6.1% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 89,596 | $10.3M | 5.6% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,023,135 | $9.90M | 5.3% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 17,456,665 | $9.25M | 5.0% | +1,562,500+9.8% | Added | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $9.01M | 4.9% | 00.0% | Unchanged | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 1,396,928 | $8.81M | 4.8% | 00.0% | Unchanged | – |
| GPREGreen Plains Inc. | COM | 205,196 | $6.26M | 3.4% | 00.0% | Unchanged | History |
| MTWManitowoc Co Inc | COM NEW | 611,058 | $5.60M | 3.0% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 1,212,380 | $5.56M | 3.0% | 00.0% | Unchanged | History |
| NTICNorthern Technologies International Corp | COM | 403,215 | $5.37M | 2.9% | 00.0% | Unchanged | History |
| PFXPhenixFIN Corp | COM | 117,885 | $3.66M | 2.0% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 3,439,261 | $2.72M | 1.5% | 00.0% | Unchanged | History |
| LIANYLianBio | SPONSORED ADS | 141,223 | $231.6K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.