22nw, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
22nw, LP disclosed 16 US equity positions worth $145.9m in its Q1 2026 13F filing. The largest position was FSTR at 20.4% of the reported book, followed by NKTR and LFCR.
What did 22nw, LP own in Q1 2026? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | FSTR FOSTER L B CO | Industrials | 20.4% | $29.8m | 1,067,186 | – | |
| 2 | NKTR NEKTAR THERAPEUTICS | Healthcare | 13.9% | $20.2m | 281,115 | – | |
| 3 | LFCR LIFECORE BIOMEDICAL INC | Healthcare | 12.9% | $18.9m | 1,254 | – | |
| 4 | NSP INSPERITY INC | Industrials | 9.1% | $13.3m | 493,000 | – | |
| 5 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 8.2% | $12.0m | 444,325 | – | |
| 6 | SRI STONERIDGE INC | Consumer Cyclical | 8.2% | $11.9m | 2,466,975 | – | |
| 7 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 7.7% | $11.2m | 678,165 | – | |
| 8 | CULP CULP INC | 3.5% | $5.1m | 1,859,061 | – | ||
| 9 | CMT CORE MOLDING TECHNOLOGIES IN | 3.4% | $5.0m | 222,738 | – | ||
| 10 | RGNX REGENXBIO INC | Healthcare | 2.8% | $4.1m | 492,759 | – | |
| 11 | UFI UNIFI INC | Consumer Cyclical | 2.1% | $3.0m | 852,455 | – | |
| 12 | TISI TEAM INC | 1.9% | $2.7m | 170,187 | – | ||
| 13 | RZLT REZOLUTE INC | 1.7% | $2.5m | 820,653 | – | ||
| 14 | FB1 FARMER BROS CO | 1.7% | $2.5m | 1,955,526 | – | ||
| 15 | ELDN ELEDON PHARMACEUTICALS INC | 1.3% | $2.0m | 636,364 | – | ||
| 16 | PHENIXFIN CORP | 1.2% | $1.7m | 43,115 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.