22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 16
- −3 vs. Q4 2022
- Portfolio value
- $157.0M
- −$28.2M (−15.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| OECOrion S.A. | COM | 1,098,515 | $28.7M | 18.3% | −279,937−20.3% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 601,201 | $22.8M | 14.5% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 178,173 | $15.8M | 10.1% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 5,066,290 | $14.7M | 9.4% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,023,135 | $11.7M | 7.5% | 00.0% | Unchanged | History |
| MTWManitowoc Co Inc | COM NEW | 611,058 | $10.4M | 6.7% | 00.0% | Unchanged | History |
| DRTTFDirtt Environmental Solutions Ltd | COM | 17,456,665 | $9.30M | 5.9% | 00.0% | Unchanged | History |
| MEDMedifast Inc | COM | 89,596 | $9.29M | 5.9% | 00.0% | Unchanged | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $7.55M | 4.8% | 00.0% | Unchanged | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,755,161 | $6.63M | 4.2% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 1,212,380 | $6.30M | 4.0% | 00.0% | Unchanged | History |
| PFXPhenixFIN Corp | COM | 117,885 | $4.24M | 2.7% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 3,439,261 | $3.64M | 2.3% | 00.0% | Unchanged | History |
| NTICNorthern Technologies International Corp | COM | 284,066 | $3.42M | 2.2% | −119,149−29.5% | Reduced | History |
| MCFTMasterCraft Boat Holdings, Inc. | COM | 72,243 | $2.20M | 1.4% | −403,554−84.8% | Reduced | History |
| LIANYLianBio | SPONSORED ADS | 141,223 | $276.8K | 0.2% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Coinbase Global Inc19260Q957 | PUT | $5.76M | – |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.