22NW, LP
- SEC CIK
- 0001694297
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 14
- −2 vs. Q1 2026
- Portfolio value
- $104.7M
- −$22.4M (−17.6%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NSPInsperity, Inc. | COM | 493,000 | $20.4M | 19.5% | 00.0% | Unchanged | History |
| NKTRNektar Therapeutics | COM NEW | 281,115 | $19.6M | 18.7% | 00.0% | Unchanged | History |
| SRIStoneridge Inc | COM | 2,466,975 | $18.1M | 17.3% | 00.0% | Unchanged | History |
| FOXFFox Factory Holding Corp | COM | 678,165 | $11.5M | 11.0% | 00.0% | Unchanged | History |
| CMTCore Molding Technologies Inc | COM | 273,521 | $6.46M | 6.2% | +50,783+22.8% | Added | History |
| RGNXREGENXBIO Inc. | COM | 492,759 | $5.90M | 5.6% | 00.0% | Unchanged | History |
| CULPCulp Inc | COM | 1,859,061 | $5.76M | 5.5% | 00.0% | Unchanged | History |
| RZLTRezolute, Inc. | COM NEW | 820,653 | $4.27M | 4.1% | 00.0% | Unchanged | History |
| UFIUnifi Inc | COM NEW | 852,455 | $4.05M | 3.9% | 00.0% | Unchanged | History |
| MLYSMineralys Therapeutics, Inc. | COM | 113,840 | $3.07M | 2.9% | −330,485−74.4% | Reduced | History |
| TISITeam Inc | COM NEW | 170,187 | $2.94M | 2.8% | 00.0% | Unchanged | History |
| ELDNEledon Pharmaceuticals, Inc. | COM | 636,364 | $2.51M | 2.4% | 00.0% | Unchanged | History |
| TBCHTurtle Beach Corp | COM NEW | 14,430 | $179.7K | 0.2% | +14,430 | New | History |
| LFCRLifecore Biomedical, Inc. | COM | 1,254 | $6.22K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.