22NW, LP
13F Reported Value
ⓘ$104.7M
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
22NW, LP disclosed 14 positions worth $104.7M in its Form 13F-HR for Q2 2026, led by $NSP (INSPERITY, INC.) at 19.4% of the equity portfolio, followed by $NKTR and $SRI. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $TBCH and a full exit from $FSTR. The portfolio is most concentrated in Industrials (50.5% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 48.4#1,726
Quality
$20.4M493,000 sh - 9.7#2,916
Quality
$19.6M281,115 sh - 25.0#2,677
Quality
$18.1M2,466,975 sh - 30.4
Quality
$11.5M678,165 sh - 35.2
Quality
$6.5M273,521 sh - 26.4
Quality
$5.9M492,759 sh - 23.8
Quality
$5.8M1,859,061 sh - —
Quality
$4.3M820,653 sh - 29.8
Quality
$4.0M852,455 sh - —
Quality
$3.1M113,840 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 INSPERITY, INC.$NSP | 48.4#1,726 | $20.4M | 493,000 |
 NEKTAR THERAPEUTICS$NKTR | 9.7#2,916 | $19.6M | 281,115 |
 STONERIDGE INC$SRI | 25.0#2,677 | $18.1M | 2,466,975 |
 FOX FACTORY HOLDING CORP$FOXF | 30.4 | $11.5M | 678,165 |
 CORE MOLDING TECHNOLOGIES INC$CMT | 35.2 | $6.5M | 273,521 |
 REGENXBIO Inc.$RGNX | 26.4 | $5.9M | 492,759 |
 CULP INC$CULP | 23.8 | $5.8M | 1,859,061 |
 Rezolute, Inc.$RZLT | — | $4.3M | 820,653 |
 UNIFI INC$UFI | 29.8 | $4.0M | 852,455 |
 Mineralys Therapeutics, Inc.$MLYS | — | $3.1M | 113,840 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 22NW, LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Industrials
$52.9M
Healthcare
$35.4M
Consumer Discretionary
$9.8M
Materials
$6.5M
Technology
$179,654
Full Holdings — 22NW, LP (Q2 2026)
All 14 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 | $NSP | INSPERITY, INC. | $20.4M | 19.4% | +0% | 48.4 |
| 2 | $NKTR | NEKTAR THERAPEUTICS | $19.6M | 18.8% | +0% | 9.7 |
| 3 | $SRI | STONERIDGE INC | $18.1M | 17.3% | +0% | 25 |
| 4 | $FOXF | FOX FACTORY HOLDING CORP | $11.5M | 11.0% | +0% | 30.4 |
| 5 | $CMT | CORE MOLDING TECHNOLOGIES INC | $6.5M | 6.2% | +23% | 35.2 |
| 6 | $RGNX | REGENXBIO Inc. | $5.9M | 5.6% | +0% | 26.4 |
| 7 | $CULP | CULP INC | $5.8M | 5.5% | +0% | 23.8 |
| 8 | $RZLT | Rezolute, Inc. | $4.3M | 4.1% | +0% | — |
| 9 | $UFI | UNIFI INC | $4.0M | 3.9% | +0% | 29.8 |
| 10 | $MLYS | Mineralys Therapeutics, Inc. | $3.1M | 2.9% | -74% | — |
| 11 |  $TISI | TEAM INC | $2.9M | 2.8% | +0% | 33.4 |
| 12 |  $ELDN | Eledon Pharmaceuticals, Inc. | $2.5M | 2.4% | +0% | — |
| 13 |  $TBCH | Turtle Beach Corp | $179,654 | 0.2% | NEW | 42.9 |
| 14 |  $LFCR | LIFECORE BIOMEDICAL, INC. DE | $6,220 | 0.0% | +0% | 29.7 |
New Positions (1)
$TBCH Turtle Beach Corp$179,654
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