22NW, LP
13F Reported Value
ⓘ$145.9M
Holdings
16
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
22NW, LP disclosed 16 positions worth $145.9M in its Form 13F-HR for Q1 2026, led by $FSTR (FOSTER L B CO) at 20.4% of the equity portfolio, followed by $NKTR and $LFCR. During the quarter the fund opened 1 new position and exited 5 — including a new stake in $FOXF and a full exit from $ANEB. The portfolio is most concentrated in Healthcare (40.9% of disclosed assets). All figures are sourced directly from 22NW, LP’s Form 13F-HR filing with the SEC under CIK 1694297.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 35.2#2,159
Quality
$29.8M1,067,186 sh - 10.2#2,812
Quality
$20.2M281,115 sh - 15.3#2,749
Quality
$18.9M1,254 sh - 48.2
Quality
$13.3M493,000 sh - —
Quality
$12.0M444,325 sh - 27.9
Quality
$11.9M2,466,975 sh - 33.8
Quality
$11.2M678,165 sh - 30.2
Quality
$5.1M1,859,061 sh - 34.9
Quality
$5.0M222,738 sh - 26.9
Quality
$4.1M492,759 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 FOSTER L B CO$FSTR | 35.2#2,159 | $29.8M | 1,067,186 |
 NEKTAR THERAPEUTICS$NKTR | 10.2#2,812 | $20.2M | 281,115 |
 LIFECORE BIOMEDICAL, INC. \DE\$LFCR | 15.3#2,749 | $18.9M | 1,254 |
 INSPERITY, INC.$NSP | 48.2 | $13.3M | 493,000 |
 Mineralys Therapeutics, Inc.$MLYS | — | $12.0M | 444,325 |
 STONERIDGE INC$SRI | 27.9 | $11.9M | 2,466,975 |
 FOX FACTORY HOLDING CORP$FOXF | 33.8 | $11.2M | 678,165 |
 CULP INC$CULP | 30.2 | $5.1M | 1,859,061 |
 CORE MOLDING TECHNOLOGIES INC$CMT | 34.9 | $5.0M | 222,738 |
 REGENXBIO Inc.$RGNX | 26.9 | $4.1M | 492,759 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 22NW, LP's 16 positions.
Showing top 10 of 16 holdings.
Sector Allocation
Healthcare
$59.7M
Industrials
$39.1M
Consumer Discretionary
$37.9M
Materials
$5.0M
Consumer Staples
$2.5M
Other
$1.7M
Full Holdings — 22NW, LP (Q1 2026)
All 16 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $FSTR | FOSTER L B CO | $29.8M | 20.4% | -10% | 35.2 |
| 2 | $NKTR | NEKTAR THERAPEUTICS | $20.2M | 13.9% | -15% | 10.2 |
| 3 | $LFCR | LIFECORE BIOMEDICAL, INC. \DE\ | $18.9M | 12.9% | +0% | 15.3 |
| 4 | $NSP | INSPERITY, INC. | $13.3M | 9.1% | +412% | 48.2 |
| 5 | $MLYS | Mineralys Therapeutics, Inc. | $12.0M | 8.3% | +24% | — |
| 6 | $SRI | STONERIDGE INC | $11.9M | 8.2% | +13% | 27.9 |
| 7 | $FOXF | FOX FACTORY HOLDING CORP | $11.2M | 7.7% | NEW | 33.8 |
| 8 | $CULP | CULP INC | $5.1M | 3.5% | +0% | 30.2 |
| 9 | $CMT | CORE MOLDING TECHNOLOGIES INC | $5.0M | 3.4% | +0% | 34.9 |
| 10 | $RGNX | REGENXBIO Inc. | $4.1M | 2.8% | -47% | 26.9 |
| 11 |  $UFI | UNIFI INC | $3.0M | 2.1% | +0% | 29.9 |
| 12 |  $TISI | TEAM INC | $2.7M | 1.9% | +0% | 33.7 |
| 13 |  $RZLT | Rezolute, Inc. | $2.5M | 1.7% | +0% | — |
| 14 |  $FARM | FARMER BROTHERS CO | $2.5M | 1.7% | +0% | 32.6 |
| 15 |  $ELDN | Eledon Pharmaceuticals, Inc. | $2.0M | 1.3% | +0% | — |
| 16 |  $PFX | PhenixFIN Corp | $1.7M | 1.1% | -63% | — |
New Positions (1)
$FOXF FOX FACTORY HOLDING CORP$11.2M
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