22NW, LP
Holdings as of 2026-06-30, filed 2026-08-14
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 45 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
14
Value reported by manager
$104.7M
Sum of our stored positions
$104.7M
should match the line above
Disclosure lag
45 d
quarter end to filing
Top 5 concentration
72.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
14 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| INSPERITY INC | COM | $20.4M | 493,000 | — | 45778Q107 |
| NEKTAR THERAPEUTICS | COM NEW | $19.6M | 281,115 | — | 640268306 |
| STONERIDGE INC | COM | $18.1M | 2,466,975 | — | 86183P102 |
| FOX FACTORY HLDG CORP | COM | $11.5M | 678,165 | — | 35138V102 |
| CORE MOLDING TECHNOLOGIES IN | COM | $6.5M | 273,521 | — | 218683100 |
| REGENXBIO INC | COM | $5.9M | 492,759 | — | 75901B107 |
| CULP INC | COM | $5.8M | 1,859,061 | — | 230215105 |
| REZOLUTE INC | COM NEW | $4.3M | 820,653 | — | 76200L309 |
| UNIFI INC | COM NEW | $4M | 852,455 | — | 904677200 |
| MINERALYS THERAPEUTICS INC | COM | $3.1M | 113,840 | — | 603170101 |
| TEAM INC | COM NEW | $2.9M | 170,187 | — | 878155308 |
| ELEDON PHARMACEUTICALS INC | COM | $2.5M | 636,364 | — | 28617K101 |
| TURTLE BEACH CORP | COM NEW | $179.7K | 14,430 | — | 900450206 |
| LIFECORE BIOMEDICAL INC | COM | $6.2K | 1,254 | — | 514766104 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-14