22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 14
- +1 vs. Q3 2023
- Portfolio value
- $153.5M
- +$18.9M (+14.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STRLSterling Infrastructure, Inc. | COM | 369,222 | $32.5M | 21.1% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,313,121 | $28.9M | 18.8% | 00.0% | Unchanged | History |
| OECOrion S.A. | COM | 736,472 | $20.4M | 13.3% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 5,366,290 | $13.0M | 8.5% | +300,000+5.9% | Added | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,755,161 | $10.9M | 7.1% | 00.0% | Unchanged | History |
| LIANYLianBio | SPONSORED ADS | 2,211,678 | $9.89M | 6.4% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 66,226 | $7.67M | 5.0% | −33,460−33.6% | Reduced | History |
| CULPCulp Inc | COM | 1,212,380 | $7.02M | 4.6% | 00.0% | Unchanged | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $5.98M | 3.9% | 00.0% | Unchanged | History |
| MTWManitowoc Co Inc | COM NEW | 356,115 | $5.94M | 3.9% | 00.0% | Unchanged | History |
| PFXPhenixFIN Corp | COM | 117,885 | $4.97M | 3.2% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 5,369,954 | $2.95M | 1.9% | 00.0% | Unchanged | History |
| LNTHLantheus Holdings, Inc. | Stock | 43,000 | $2.67M | 1.7% | +43,000 | New | History |
| PMDPsychemedics Corp | COM NEW | 274,418 | $812.3K | 0.5% | 00.0% | Unchanged | History |