§ 13F · FUND PROFILE
22NW, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212.3T (13F)Positions · 21Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ANEB | ANEBULO PHARMACEUTICALS INC | 15.47M | $84.8T | 35.7% | ±0% |
| 2 | FSTR | FOSTER L B CO | 1.19M | $32.1T | 13.5% | −9% |
| 3 | LFCR | LIFECORE BIOMEDICAL INC | 1K | $23.0T | 9.7% | ±0% |
| 4 | NKTR | NEKTAR THERAPEUTICS | 331K | $14.0T | 5.9% | ±0% |
| 5 | RGNX | REGENXBIO INC | 924K | $13.3T | 5.6% | ±0% |
| 6 | MLYS | MINERALYS THERAPEUTICS INC | 358K | $13.0T | 5.5% | ±0% |
| 7 | SRI | STONERIDGE INC | 2.19M | $12.7T | 5.3% | +4% |
| 8 | MEC | MAYVILLE ENGR CO INC | 414K | $7.8T | 3.3% | +4% |
| 9 | CULP | CULP INC | 1.86M | $6.6T | 2.8% | ±0% |
| 10 | PFX | PHENIXFIN CORP | 118K | $5.2T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 22NW, SIGNAL
AC read
22NW, LP is a Other fund managing $212261.1 trillion in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed