13F

Position

22NW, LP in Foster L B Co

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $1.01M$26.95$27.90

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20251.19M$32.1M13.5%
Q1 20261.07M$29.8M$27.90$1.01M−$3.34M20.4%