22NW, LP

CIK 0001694297 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

22NW, LP reported 14 positions worth $104.7M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NSP (19.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$104.7M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.6%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NSPINSPERITY INCSH$20.4M19.45%493,000
2NKTRNEKTAR THERAPEUTICSSH$19.6M18.75%281,115
3SRISTONERIDGE INCSH$18.1M17.25%2,466,975
4FOXFFOX FACTORY HLDG CORPSH$11.5M10.98%678,165
5CMTCORE MOLDING TECHNOLOGIES INSH$6.5M6.17%273,521
6RGNXREGENXBIO INCSH$5.9M5.64%492,759
7CULPCULP INCSH$5.8M5.51%1,859,061
8RZLTREZOLUTE INCSH$4.3M4.08%820,653
9UFIUNIFI INCSH$4.0M3.87%852,455
10MLYSMINERALYS THERAPEUTICS INCSH$3.1M2.93%113,840

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does 22NW, LP hold as of Q2 2026?

22NW, LP reported 14 positions worth $104.7M in its Q2 2026 13F filing. Largest positions: NSP (19.5%), NKTR (18.7%), SRI (17.3%), FOXF (11.0%) and CMT (6.2%).

What did 22NW, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did 22NW, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.