22nw, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
22nw, LP disclosed 14 US equity positions worth $104.7m in its Q2 2026 13F filing. The largest position was NSP at 19.5% of the reported book, followed by NKTR and SRI. Against the Q1 2026 filing, it opened 1 new position, added to 1 and reduced 1 among the top 14 holdings.
What did 22nw, LP own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | NSP INSPERITY INC | Industrials | 19.5% | $20.4m | 493,000 | 0% | held |
| 2 | NKTR NEKTAR THERAPEUTICS | Healthcare | 18.7% | $19.6m | 281,115 | 0% | held |
| 3 | SRI STONERIDGE INC | Consumer Cyclical | 17.3% | $18.1m | 2,466,975 | 0% | held |
| 4 | FOXF FOX FACTORY HLDG CORP | Consumer Cyclical | 11.0% | $11.5m | 678,165 | 0% | held |
| 5 | CMT CORE MOLDING TECHNOLOGIES IN | 6.2% | $6.5m | 273,521 | 23% | added | |
| 6 | RGNX REGENXBIO INC | Healthcare | 5.6% | $5.9m | 492,759 | 0% | held |
| 7 | CULP CULP INC | 5.5% | $5.8m | 1,859,061 | 0% | held | |
| 8 | RZLT REZOLUTE INC | 4.1% | $4.3m | 820,653 | 0% | held | |
| 9 | UFI UNIFI INC | Consumer Cyclical | 3.9% | $4.0m | 852,455 | 0% | held |
| 10 | MLYS MINERALYS THERAPEUTICS INC | Healthcare | 2.9% | $3.1m | 113,840 | -74% | reduced |
| 11 | TISI TEAM INC | 2.8% | $2.9m | 170,187 | 0% | held | |
| 12 | ELDN ELEDON PHARMACEUTICALS INC | 2.4% | $2.5m | 636,364 | 0% | held | |
| 13 | TBCH TURTLE BEACH CORP | Technology | 0.2% | $179.7k | 14,430 | – | new |
| 14 | LFCR LIFECORE BIOMEDICAL INC | Healthcare | 0.0% | $6.2k | 1,254 | 0% | held |
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.