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22nw LP

Portfolio Manager
22nw LP
Performance
-6.66% (2026 Q1)
AUM (13F)
$145.91M
# of Holdings
16
Performance Rank
Allocation (Top 20)
100.01%

22nw LP Holdings Map

Top 16 22nw LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FSTR
FOSTER L B CO
20.41%1.07M$29.8M
-10.40%(-123.86K)
2025-Q1: 1.31M shares2025-Q2: 1.31M shares2025-Q3: 1.31M shares2025-Q4: 1.19M shares2026-Q1: 1.07M shares
$15.31(+179.25%)
2026-03-31
NKTR
NEKTAR THERAPEUTICS
13.86%281.1K$20.2M
-15.10%(-50.00K)
2025-Q1: 2.19M shares2025-Q2: 146.1K shares2025-Q3: 331.1K shares2025-Q4: 331.1K shares2026-Q1: 281.1K shares
$30.49(+132.96%)
2026-03-31
LFCR
LIFECORE BIOMEDICAL INC
12.93%1.3K$18.9M
+0.00%(+0)
2025-Q1: 1.76M shares2025-Q2: 264.2K shares2025-Q3: 1.3K shares2025-Q4: 1.3K shares2026-Q1: 1.3K shares
$10.27(-50.44%)
2026-03-31
NSP
INSPERITY INC
9.14%493.0K$13.3M
+411.94%(+396.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 96.3K shares2026-Q1: 493.0K shares
$35.04(+29.46%)
2026-03-31
MLYS
MINERALYS THERAPEUTICS INC
8.25%444.3K$12.0M
+24.00%(+86.00K)
2025-Q1: 461.3K shares2025-Q2: 560.0K shares2025-Q3: 358.3K shares2025-Q4: 358.3K shares2026-Q1: 444.3K shares
$17.50(+58.22%)
2026-03-31
SRI
STONERIDGE INC
8.17%2.47M$11.9M
+12.51%(+274.21K)
2025-Q1: 1.63M shares2025-Q2: 1.94M shares2025-Q3: 2.11M shares2025-Q4: 2.19M shares2026-Q1: 2.47M shares
$6.10(+13.66%)
2026-03-31
FOXF
FOX FACTORY HLDG CORP
7.65%678.2K$11.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 678.2K shares
$16.78(-1.64%)
2026-03-31
CULP
CULP INC
3.49%1.86M$5.1M
+0.00%(+0)
2025-Q1: 1.86M shares2025-Q2: 1.86M shares2025-Q3: 1.86M shares2025-Q4: 1.86M shares2026-Q1: 1.86M shares
$8.52(-59.75%)
2026-03-31
CMT
CORE MOLDING TECHNOLOGIES IN
3.42%222.7K$5.0M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 191.2K shares2025-Q3: 222.7K shares2025-Q4: 222.7K shares2026-Q1: 222.7K shares
$16.28(+44.02%)
2026-03-31
RGNX
REGENXBIO INC
2.83%492.8K$4.1M
-46.65%(-430.92K)
2025-Q1: 668.7K shares2025-Q2: 923.7K shares2025-Q3: 923.7K shares2025-Q4: 923.7K shares2026-Q1: 492.8K shares
$7.60(+74.73%)
2026-03-31

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