Top 16 22nw LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FSTR | FOSTER L B CO | 20.41% | 1.07M | $29.8M | -10.40%(-123.86K) | $15.31(+179.25%) | 2026-03-31 | |
| NKTR | NEKTAR THERAPEUTICS | 13.86% | 281.1K | $20.2M | -15.10%(-50.00K) | $30.49(+132.96%) | 2026-03-31 | |
| LFCR | LIFECORE BIOMEDICAL INC | 12.93% | 1.3K | $18.9M | +0.00%(+0) | $10.27(-50.44%) | 2026-03-31 | |
| NSP | INSPERITY INC | 9.14% | 493.0K | $13.3M | +411.94%(+396.70K) | $35.04(+29.46%) | 2026-03-31 | |
| MLYS | MINERALYS THERAPEUTICS INC | 8.25% | 444.3K | $12.0M | +24.00%(+86.00K) | $17.50(+58.22%) | 2026-03-31 | |
| SRI | STONERIDGE INC | 8.17% | 2.47M | $11.9M | +12.51%(+274.21K) | $6.10(+13.66%) | 2026-03-31 | |
| FOXF | FOX FACTORY HLDG CORP | 7.65% | 678.2K | $11.2M | new | $16.78(-1.64%) | 2026-03-31 | |
| CULP | CULP INC | 3.49% | 1.86M | $5.1M | +0.00%(+0) | $8.52(-59.75%) | 2026-03-31 | |
| CMT | CORE MOLDING TECHNOLOGIES IN | 3.42% | 222.7K | $5.0M | +0.00%(+0) | $16.28(+44.02%) | 2026-03-31 | |
| RGNX | REGENXBIO INC | 2.83% | 492.8K | $4.1M | -46.65%(-430.92K) | $7.60(+74.73%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.29% | +49.29% |
| Top 20 Holdings Unweighted | +14.79% | +51.27% |
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