Investor
22NW, LP
CIK 0001694297 · filed 2026-05-15 · SEC filing
13F book
$145.9M
Positions
16
1 new · 5 sold
Largest name
20.4%
Foster L B Co · FSTR
Est. mark
−$3.96M
Price effect on 15 names still held. Flow −$87.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Foster L B Co | FSTR | 1.07M | $29.8M | 20.4% | $1.01M | Cut−$2.32M |
| Nektar Therapeutics | NKTR | 281.1K | $20.2M | 13.9% | $8.34M | Cut$6.23M |
| Lifecore Biomedical Inc | — | 1.25K | $18.9M | 12.9% | −$4.16M | Held |
| Insperity, Inc. | NSP | 493K | $13.3M | 9.1% | −$1.12M | Added$9.6M |
| Mineralys Therapeutics, Inc. | MLYS | 444.3K | $12M | 8.2% | −$3.3M | Added−$966.9K |
| Stoneridge Inc | SRI | 2.47M | $11.9M | 8.2% | −$2.11M | Added−$780.6K |
| Fox Factory Hldg Corp | — | 678.2K | $11.2M | 7.6% | — | New |
| Culp Inc | CULP | 1.86M | $5.09M | 3.5% | −$1.52M | Held |
| Core Molding Technologies In | — | 222.7K | $4.99M | 3.4% | $523.4K | Held |
| REGENXBIO Inc. | RGNX | 492.8K | $4.13M | 2.8% | −$2.97M | Cut−$9.17M |
| Unifi Inc | UFI | 852.5K | $3.04M | 2.1% | $59.7K | Held |
| Team Inc | TISI | 170.2K | $2.71M | 1.9% | $308K | Held |
| Rezolute, Inc. | RZLT | 820.7K | $2.5M | 1.7% | $566.3K | Held |
| Farmer Bros Co | — | 1.96M | $2.48M | 1.7% | −$371.6K | Held |
| Eledon Pharmaceuticals, Inc. | ELDN | 636.4K | $1.96M | 1.3% | $999.1K | Held |
| Phenixfin Corp | — | 43.1K | $1.68M | 1.2% | −$220.7K | Cut−$3.52M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.