22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 20
- −1 vs. Q3 2025
- Portfolio value
- $129.8M
- −$62.3M (−32.4%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSTRFoster L B Co | COM | 1,191,046 | $32.1M | 24.7% | −122,075−9.3% | Reduced | History |
| NKTRNektar Therapeutics | COM NEW | 331,115 | $14.0M | 10.8% | 00.0% | Unchanged | History |
| RGNXREGENXBIO Inc. | COM | 923,679 | $13.3M | 10.2% | 00.0% | Unchanged | History |
| MLYSMineralys Therapeutics, Inc. | COM | 358,325 | $13.0M | 10.0% | 00.0% | Unchanged | History |
| SRIStoneridge Inc | COM | 2,192,764 | $12.7M | 9.8% | +87,164+4.1% | Added | History |
| MECMayville Engineering Company, Inc. | COM | 414,280 | $7.76M | 6.0% | +14,390+3.6% | Added | History |
| CULPCulp Inc | COM | 1,859,061 | $6.62M | 5.1% | 00.0% | Unchanged | History |
| PFXPhenixFIN Corp | COM | 117,885 | $5.21M | 4.0% | 00.0% | Unchanged | History |
| MGTXMeiraGTx Holdings plc | COM | 586,519 | $4.66M | 3.6% | 00.0% | Unchanged | History |
| CMTCore Molding Technologies Inc | COM | 222,738 | $4.47M | 3.4% | 00.0% | Unchanged | History |
| NSPInsperity, Inc. | COM | 96,300 | $3.73M | 2.9% | +96,300 | New | History |
| UFIUnifi Inc | COM NEW | 852,455 | $2.98M | 2.3% | −125,184−12.8% | Reduced | History |
| FARMFarmer Brothers Co | COM | 1,955,526 | $2.86M | 2.2% | 00.0% | Unchanged | History |
| TISITeam Inc | COM NEW | 170,187 | $2.40M | 1.9% | 00.0% | Unchanged | History |
| RZLTRezolute, Inc. | COM NEW | 820,653 | $1.94M | 1.5% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 636,364 | $960.9K | 0.7% | 00.0% | Unchanged | History |
| SSKNSTRATA Skin Sciences, Inc. | COM | 536,995 | $676.6K | 0.5% | 00.0% | Unchanged | History |
| PMDPsychemedics Corp | COM | 276,034 | $441.7K | 0.3% | 00.0% | Unchanged | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,254 | – | – | 00.0% | Unchanged | History |
| ANEBAnebulo Pharmaceuticals, Inc. | COM | 15,467,300 | – | – | 00.0% | Unchanged | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.