§ 13F · FUND PROFILE
22NW, LP.
AUM · $105M (13F)Positions · 14Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$180K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NSP | INSPERITY INC | 493K | $20M | 19.5% | ±0% |
| 2 | NKTR | NEKTAR THERAPEUTICS | 281K | $20M | 18.7% | ±0% |
| 3 | SRI | STONERIDGE INC | 2.47M | $18M | 17.3% | ±0% |
| 4 | FOXF | FOX FACTORY HLDG CORP | 678K | $11M | 11.0% | ±0% |
| 5 | CMT | CORE MOLDING TECHNOLOGIES IN | 274K | $6M | 6.2% | +23% |
| 6 | RGNX | REGENXBIO INC | 493K | $6M | 5.6% | ±0% |
| 7 | CULP | CULP INC | 1.86M | $6M | 5.5% | ±0% |
| 8 | RZLT | REZOLUTE INC | 821K | $4M | 4.1% | ±0% |
| 9 | UFI | UNIFI INC | 852K | $4M | 3.9% | ±0% |
| 10 | MLYS | MINERALYS THERAPEUTICS INC | 114K | $3M | 2.9% | −74% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 22NW, SIGNAL
AC read
22NW, LP is a Other fund managing $105 million in assets. The fund runs a focused portfolio of just 14 positions.
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