StockDriftsStockDriftsTop 14 22nw LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NSP | INSPERITY INC | 19.45% | 493.0K | $20.4M | +0.00%(+0) | $35.04(+46.99%) | 2026-06-30 | |
| NKTR | NEKTAR THERAPEUTICS | 18.75% | 281.1K | $19.6M | +0.00%(+0) | $30.49(+142.21%) | 2026-06-30 | |
| SRI | STONERIDGE INC | 17.25% | 2.47M | $18.1M | +0.00%(+0) | $6.10(+17.93%) | 2026-06-30 | |
| FOXF | FOX FACTORY HLDG CORP | 10.98% | 678.2K | $11.5M | +0.00%(+0) | $16.78(+23.92%) | 2026-06-30 | |
| CMT | CORE MOLDING TECHNOLOGIES IN | 6.17% | 273.5K | $6.5M | +22.80%(+50.78K) | $17.55(+44.23%) | 2026-06-30 | |
| RGNX | REGENXBIO INC | 5.64% | 492.8K | $5.9M | +0.00%(+0) | $7.60(+41.64%) | 2026-06-30 | |
| CULP | CULP INC | 5.51% | 1.86M | $5.8M | +0.00%(+0) | $8.52(-61.04%) | 2026-06-30 | |
| RZLT | REZOLUTE INC | 4.08% | 820.7K | $4.3M | +0.00%(+0) | $6.93(-33.62%) | 2026-06-30 | |
| UFI | UNIFI INC | 3.87% | 852.5K | $4.0M | +0.00%(+0) | $5.68(+13.46%) | 2026-06-30 | |
| MLYS | MINERALYS THERAPEUTICS INC | 2.93% | 113.8K | $3.1M | -74.38%(-330.49K) | $17.50(+46.51%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.04% | +86.27% | +7.71% | +44.94% |
| Top 20 Holdings Unweighted | +21.46% | +79.19% | +7.03% | +40.43% |
22nw LP reports $104.68M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are NSP (19.4%), NKTR (18.8%) and SRI (17.3%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +86.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from 22nw LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694297). View 22nw LP’s 13F filings on SEC