22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 20
- +4 vs. Q4 2024
- Portfolio value
- $149.1M
- −$9.44M (−6.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LFCRLifecore Biomedical, Inc. | COM | 1,755,161 | $29.8M | 20.0% | 00.0% | Unchanged | History |
| FSTRFoster L B Co | COM | 1,313,121 | $25.8M | 17.3% | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 15,467,300 | $20.1M | 13.5% | 00.0% | Unchanged | History |
| STRLSterling Infrastructure, Inc. | COM | 99,783 | $11.3M | 7.6% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 1,859,061 | $9.30M | 6.2% | +234,346+14.4% | Added | History |
| SRIStoneridge Inc | COM | 1,627,653 | $7.47M | 5.0% | +1,284,866+374.8% | Added | History |
| MLYSMineralys Therapeutics, Inc. | COM | 461,344 | $7.33M | 4.9% | +461,344 | New | History |
| PFXPhenixFIN Corp | COM | 117,885 | $6.25M | 4.2% | 00.0% | Unchanged | History |
| BBSIBarrett Business Services Inc | COM | 132,452 | $5.45M | 3.7% | −132,452−50.0% | Reduced | History |
| RGNXREGENXBIO Inc. | COM | 668,679 | $4.78M | 3.2% | +668,679 | New | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $4.34M | 2.9% | 00.0% | Unchanged | History |
| DHXDhi Group, Inc. | COM | 2,603,643 | $3.62M | 2.4% | 00.0% | Unchanged | History |
| UFIUnifi Inc | COM NEW | 731,535 | $3.52M | 2.4% | +497,758+212.9% | Added | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 636,364 | $2.16M | 1.4% | +636,364 | New | History |
| CMPSCOMPASS Pathways plc | SPONSORED ADS | 646,559 | $1.85M | 1.2% | +646,559 | New | History |
| KROSKeros Therapeutics, Inc. | COM | 179,000 | $1.82M | 1.2% | +179,000 | New | History |
| NKTRNektar Therapeutics | COM | 2,191,750 | $1.49M | 1.0% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM | 536,995 | $1.42M | 1.0% | 00.0% | Unchanged | History |
| PMDPsychemedics Corp | COM NEW | 276,034 | $643.2K | 0.4% | +276,034 | New | History |
| TISITeam Inc | COM NEW | 34,835 | $589.4K | 0.4% | +34,835 | New | History |
Sold out since Q4 2024 (3)
Positions held at the end of Q4 2024 that are gone from this filing.