22NW, LP
22NW, LP reported 14 US-listed holdings worth $104.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Insperity, Inc. (19.5%), Nektar Therapeutics (18.7%) and Stoneridge Inc. (17.3%). Against the quarter before, it opened 1 position, added to 1, trimmed 1 and sold out of 3.
Reported holdings$104.7M-28.3% on Q1 2026
Positions14-2 on Q1 2026
The largest ten94.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 1Added 1Held 11Trimmed 1Sold out 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Turtle Beach Corp. TBCH$179,654
Added to 1
- Core Molding Technologies in CMT+50,783 shares · +23%
Trimmed 1
- Mineralys Therapeutics Inc. MLYS-330,485 shares · -74%
Sold out of 3
- Foster L B Co. FSTR$29.8 million last quarter
- Farmer Bros Co. FARM$2.5 million last quarter
- Phenixfin Corp. PFX$1.7 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Insperity, Inc. NSP | 493.0K | $20.4 million | 19.45% | no change |
| Nektar Therapeutics NKTR | 281.1K | $19.6 million | 18.75% | no change |
| Stoneridge Inc. SRI | 2.5M | $18.1 million | 17.25% | no change |
| Fox Factory Holding Corp. FOXF | 678.2K | $11.5 million | 10.98% | no change |
| Core Molding Technologies in CMT | 273.5K | $6.5 million | 6.17% | +50.8K |
| Regenxbio Inc. RGNX | 492.8K | $5.9 million | 5.64% | no change |
| Culp Inc. CULP | 1.9M | $5.8 million | 5.51% | no change |
| Rezolute Inc. RZLT | 820.7K | $4.3 million | 4.08% | no change |
| Unifi Inc. UFI | 852.5K | $4.0 million | 3.87% | no change |
| Mineralys Therapeutics Inc. MLYS | 113.8K | $3.1 million | 2.93% | -330.5K |
| Team Inc. TISI | 170.2K | $2.9 million | 2.81% | no change |
| Eledon Pharmaceuticals Inc. ELDN | 636.4K | $2.5 million | 2.40% | no change |
| Turtle Beach Corp. TBCH | 14.4K | $179,654 | 0.17% | new |
| Lifecore Biomedical Inc. LFCR | 1.3K | $6,220 | 0.01% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.