Holders — by stockHoldings — by fund
22NW, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001694297
$104.7M
disclosed book value
14
positions
19.5%
largest position share
Positions, as of 2026-06-30
top 14 of 14 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NSPINSPERITY INC | 493,000 | $20.4M | 19.5% |
| 2 | NKTRNEKTAR THERAPEUTICS | 281,115 | $19.6M | 18.7% |
| 3 | SRISTONERIDGE INC | 2.5M | $18.1M | 17.3% |
| 4 | FOXFFOX FACTORY HLDG CORP | 678,165 | $11.5M | 11% |
| 5 | CMTCORE MOLDING TECHNOLOGIES IN | 273,521 | $6.5M | 6.2% |
| 6 | RGNXREGENXBIO INC | 492,759 | $5.9M | 5.6% |
| 7 | CULPCULP INC | 1.9M | $5.8M | 5.5% |
| 8 | RZLTREZOLUTE INC | 820,653 | $4.3M | 4.1% |
| 9 | UFIUNIFI INC | 852,455 | $4.0M | 3.9% |
| 10 | MLYSMINERALYS THERAPEUTICS INC | 113,840 | $3.1M | 2.9% |
| 11 | TISITEAM INC | 170,187 | $2.9M | 2.8% |
| 12 | ELDNELEDON PHARMACEUTICALS INC | 636,364 | $2.5M | 2.4% |
| 13 | TBCHTURTLE BEACH CORP | 14,430 | $179,654 | 0.2% |
| 14 | LFCRLIFECORE BIOMEDICAL INC | 1,254 | $6,220 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.