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22NW, LP

OtherOther

AUM: $212.3B·21 positions·Q4 2025

Filed: Feb 13, 2026

CIK: 0001694297

22NW, LP is a Other fund managing $212261.1 trillion in assets. The fund runs a focused portfolio of just 21 positions.

Top 10 Holdings

#StockValue% Port.Chg
1
ANEB
$84.8T35.7%0.0%
2
FSTR
$32.1T13.5%-9.3%
3
LFCR
$23.0T9.7%0.0%
4
NKTR
$14.0T5.9%0.0%
5
RGNX
$13.3T5.6%0.0%
6
MLYS
$13.0T5.5%0.0%
7
SRI
$12.7T5.3%+4.1%
8
MEC
$7.8T3.3%+3.6%
9
CULP
$6.6T2.8%0.0%
10
PFX
$5.2T2.2%0.0%

Notable Moves

New Positions

$3.7T (1.6%)

Fund Analysis

Fund analysis is being prepared.

All Holdings

Sort:
#StockValue% Port.Chg
1
ANEB
$84.8T35.7%0.0%
2
FSTR
$32.1T13.5%-9.3%
3
LFCR
$23.0T9.7%0.0%
4
NKTR
$14.0T5.9%0.0%
5
RGNX
$13.3T5.6%0.0%
6
MLYS
$13.0T5.5%0.0%
7
SRI
$12.7T5.3%+4.1%
8
MEC
$7.8T3.3%+3.6%
9
CULP
$6.6T2.8%0.0%
10
PFX
$5.2T2.2%0.0%
11
MGTX
$4.7T2.0%0.0%
12
CMT
$4.5T1.9%0.0%
13
NSPNEW
$3.7T1.6%
14
UFI
$3.0T1.3%-12.8%
15
FARM
$2.9T1.2%0.0%
16
TISI
$2.4T1.0%0.0%
17
RZLT
$1.9T0.8%0.0%
18
ELDN
$960.9B0.4%0.0%
19
SSKN
$676.6B0.3%0.0%
20
PMDI
$441.7B0.2%0.0%

Showing 20 of 20 positions

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Stocks in Common

Most Crowded Holdings

NSP
held by 264 of top 20099.0% institutional
MLYS
held by 227 of top 20099.0% institutional
RGNX
held by 175 of top 20080.7% institutional
MGTX
held by 132 of top 20081.1% institutional

Most Unique Holdings (held by <10 of top 200)

NKTR
held by 5 of top 200
PMDI
held by 1 of top 200

Holdings reflect 13F filings with the SEC — quarterly disclosures required of institutional managers with $100M+ in AUM. Positions are as of quarter-end and may have changed significantly since filing. See full disclaimer.