22NW, LP
CIK: 0001694297SEC EDGAR →
Portfolio Value
$237.0M
Holdings
20
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ANEBULO PHARMACEUTICALS INC | 15,467,300 | $84.0M | 35.44% |
| 2 | FOSTER L B CO | 1,191,046 | $32.0M | 13.50% |
| 3 | LIFECORE BIOMEDICAL INC | 1,254 | $23.0M | 9.70% |
| 4 | MINERALYS THERAPEUTICS INC | 358,325 | $13.0M | 5.49% |
| 5 | REGENXBIO INC | 923,679 | $13.0M | 5.49% |
| 6 | NEKTAR THERAPEUTICS | 331,115 | $13.0M | 5.49% |
| 7 | STONERIDGE INC | 2,192,764 | $12.0M | 5.06% |
| 8 | MAYVILLE ENGR CO INC | 414,280 | $7.0M | 2.95% |
| 9 | CULP INC | 1,859,061 | $6.0M | 2.53% |
| 10 | PHENIXFIN CORP | 117,885 | $5.0M | 2.11% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 2 | $84.0M | 37.2% |
| Industrials | 4 | $44.0M | 19.5% |
| Healthcare | 6 | $44.0M | 19.5% |
| Unknown | 2 | $23.0M | 10.2% |
| Consumer Cyclical | 3 | $20.0M | 8.8% |
| Financial Services | 1 | $5.0M | 2.2% |
| Basic Materials | 1 | $4.0M | 1.8% |
| Consumer Defensive | 1 | $2.0M | 0.9% |