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Institutional portfolios / 13F

22NW, LP

A closer look at the portfolio, one quarter at a time.

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Portfolio snapshot

Q2 2026

Reported portfolio value
$104,683,608
As of June 30, 2026
Positions
14
Across disclosed securities
Top 5 weight
72.6%
Share of reported value

View SEC filing · Published 2026-08-14 20:05 UTC

Inside the portfolio

Reported holdings

By portfolio value ↓

Quarterly comparison unavailable: complete reports and corporate-action evidence are required. Reported holdings remain available below.

SecurityShares / principalReported valueWeightAdjusted quarterly change
INSPERITY INCCOM · NSP
Holding details

Reported CUSIP: 45778Q107

Issuer filings on SEC

Reported row 5 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 493,000 SH $20,365,830 19.45%19.45% —Comparison unavailable
NEKTAR THERAPEUTICSCOM NEW · NKTR
Holding details

Reported CUSIP: 640268306

Issuer filings on SEC

Reported row 8 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 281,115 SH $19,624,638 18.75%18.75% —Comparison unavailable
STONERIDGE INCCOM · SRI
Holding details

Reported CUSIP: 86183P102

Issuer filings on SEC

Reported row 11 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 2,466,975 SH $18,058,257 17.25%17.25% —Comparison unavailable
FOX FACTORY HLDG CORPCOM · FOXF
Holding details

Reported CUSIP: 35138V102

Issuer filings on SEC

Reported row 4 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 678,165 SH $11,491,506 10.98%10.98% —Comparison unavailable
CORE MOLDING TECHNOLOGIES INCOM · CMT
Holding details

Reported CUSIP: 218683100

Issuer filings on SEC

Reported row 1 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 273,521 SH $6,455,096 6.17%6.17% —Comparison unavailable
REGENXBIO INCCOM · RGNX
Holding details

Reported CUSIP: 75901B107

Issuer filings on SEC

Reported row 9 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 492,759 SH $5,903,253 5.64%5.64% —Comparison unavailable
CULP INCCOM
Holding details

Reported CUSIP: 230215105

Issuer filings on SEC

Reported row 2 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,859,061 SH $5,763,089 5.51%5.51% —Comparison unavailable
REZOLUTE INCCOM NEW · RZLT
Holding details

Reported CUSIP: 76200L309

Issuer filings on SEC

Reported row 10 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 820,653 SH $4,267,396 4.08%4.08% —Comparison unavailable
UNIFI INCCOM NEW · UFI
Holding details

Reported CUSIP: 904677200

Issuer filings on SEC

Reported row 14 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 852,455 SH $4,049,161 3.87%3.87% —Comparison unavailable
MINERALYS THERAPEUTICS INCCOM · MLYS
Holding details

Reported CUSIP: 603170101

Issuer filings on SEC

Reported row 7 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 113,840 SH $3,071,403 2.93%2.93% —Comparison unavailable
TEAM INCCOM NEW · TISI
Holding details

Reported CUSIP: 878155308

Issuer filings on SEC

Reported row 12 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 170,187 SH $2,940,831 2.81%2.81% —Comparison unavailable
ELEDON PHARMACEUTICALS INCCOM · ELDN
Holding details

Reported CUSIP: 28617K101

Issuer filings on SEC

Reported row 3 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 636,364 SH $2,507,274 2.40%2.40% —Comparison unavailable
TURTLE BEACH CORPCOM NEW · TBCH
Holding details

Reported CUSIP: 900450206

Issuer filings on SEC

Reported row 13 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 14,430 SH $179,654 0.17%0.17% —Comparison unavailable
LIFECORE BIOMEDICAL INCCOM · LFCR
Holding details

Reported CUSIP: 514766104

Issuer filings on SEC

Reported row 6 · 0001214659-26-010406

Quarterly change unavailable. Security identity or split coverage is incomplete.

 1,254 SH $6,220 0.01%0.01% —Comparison unavailable