Institutional
22NW, LP
CIK 0001694297
$145.9M
Reported AUM
16
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Ticker | Issuer | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|
| 1 | FSTR | FOSTER L B CO | $29.8M | 20.41% | -123,860 | -10.4% |
| 2 | NKTR | NEKTAR THERAPEUTICS | $20.2M | 13.86% | -50,000 | -15.1% |
| 3 | LFCR | LIFECORE BIOMEDICAL INC | $18.9M | 12.93% | — | HELD |
| 4 | NSP | INSPERITY INC | $13.3M | 9.14% | +396,700 | +411.9% |
| 5 | MLYS | MINERALYS THERAPEUTICS INC | $12.0M | 8.25% | +86,000 | +24.0% |
| 6 | SRI | STONERIDGE INC | $11.9M | 8.17% | +274,211 | +12.5% |
| 7 | FOXF | FOX FACTORY HLDG CORP | $11.2M | 7.65% | +678,165 | NEW |
| 8 | CULP | CULP INC | $5.1M | 3.49% | — | HELD |
| 9 | CMT | CORE MOLDING TECHNOLOGIES IN | $5.0M | 3.42% | — | HELD |
| 10 | RGNX | REGENXBIO INC | $4.1M | 2.83% | -430,920 | -46.7% |
| 11 | UFI | UNIFI INC | $3.0M | 2.09% | — | HELD |
| 12 | TISI | TEAM INC | $2.7M | 1.86% | — | HELD |
| 13 | RZLT | REZOLUTE INC | $2.5M | 1.72% | — | HELD |
| 14 | FB1 | FARMER BROS CO | $2.5M | 1.70% | — | HELD |
| 15 | ELDN | ELEDON PHARMACEUTICALS INC | $2.0M | 1.34% | — | HELD |
| 16 | PFX | PHENIXFIN CORP | $1.7M | 1.15% | -74,770 | -63.4% |
| 17 | ANEB | ANEBULO PHARMACEUTICALS INC | — | — | -15,467,300 | EXITED |
| 18 | MEC | MAYVILLE ENGR CO INC | — | — | -414,280 | EXITED |
| 19 | MGTX | MEIRAGTX HLDGS PLC | — | — | -586,519 | EXITED |
| 20 | SSKN | STRATA SKIN SCIENCES INC | — | — | -536,995 | EXITED |
| 21 | — | PSYCHEMEDICS CORPORATION CMN | — | — | -276,034 | EXITED |
Source: SEC EDGAR · accession 0001214659-26-006481. 13F discloses long positions only — shorts, foreign equities, and options are excluded.