22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 13
- −1 vs. Q4 2023
- Portfolio value
- $116.1M
- −$37.4M (−24.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSTRFoster L B Co | COM | 1,313,121 | $35.9M | 30.9% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 5,366,290 | $15.4M | 13.3% | 00.0% | Unchanged | History |
| STRLSterling Infrastructure, Inc. | COM | 99,783 | $11.0M | 9.5% | −269,439−73.0% | Reduced | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,755,161 | $9.32M | 8.0% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 66,226 | $8.39M | 7.2% | 00.0% | Unchanged | History |
| OECOrion S.A. | COM | 338,768 | $7.97M | 6.9% | −397,704−54.0% | Reduced | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $6.98M | 6.0% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 1,236,789 | $5.94M | 5.1% | +24,409+2.0% | Added | History |
| PFXPhenixFIN Corp | COM | 117,885 | $5.19M | 4.5% | 00.0% | Unchanged | History |
| MTWManitowoc Co Inc | COM NEW | 356,115 | $5.04M | 4.3% | 00.0% | Unchanged | History |
| LNTHLantheus Holdings, Inc. | Stock | 34,562 | $2.15M | 1.9% | −8,438−19.6% | Reduced | History |
| SSKNSTRATA Skin Sciences, Inc. | COM NEW | 5,369,954 | $2.03M | 1.7% | 00.0% | Unchanged | History |
| PMDPsychemedics Corp | COM NEW | 274,418 | $804.0K | 0.7% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.