§ 13F · FUND PROFILE
22NW, LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $212M (13F)Positions · 21Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FSTR | FOSTER L B CO | 1.07M | $30M | 20.4% | −10% |
| 2 | NKTR | NEKTAR THERAPEUTICS | 281K | $20M | 13.9% | −15% |
| 3 | LFCR | LIFECORE BIOMEDICAL INC | 1K | $19M | 12.9% | ±0% |
| 4 | NSP | INSPERITY INC | 493K | $13M | 9.1% | +412% |
| 5 | MLYS | MINERALYS THERAPEUTICS INC | 444K | $12M | 8.2% | +24% |
| 6 | SRI | STONERIDGE INC | 2.47M | $12M | 8.2% | +13% |
| 7 | FOXF | FOX FACTORY HLDG CORP | 678K | $11M | 7.7% | NEW |
| 8 | CULP | CULP INC | 1.86M | $5M | 3.5% | ±0% |
| 9 | CMT | CORE MOLDING TECHNOLOGIES IN | 223K | $5M | 3.4% | ±0% |
| 10 | RGNX | REGENXBIO INC | 493K | $4M | 2.8% | −47% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE 22NW, SIGNAL
AC read
22NW, LP is a Other fund managing $212 million in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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