22NW, LP: 13F holdings

CIK 16942972026Q2

Positions14
Reported value$104.7m
Filed2026-08-14

Change since last quarter

Positions14 (-2 vs prior quarter)
Reported value$104.7m (-17.6%)

Top 10 holdings

SecuritySharesValueWeight
NSP INSPERITY INC493,000$20.4m19.5%
NKTR NEKTAR THERAPEUTICS281,115$19.6m18.7%
SRI STONERIDGE INC2,466,975$18.1m17.3%
FOXF FOX FACTORY HLDG CORP678,165$11.5m11.0%
CMT CORE MOLDING TECHNOLOGIES IN273,521$6.5m6.2%
RGNX REGENXBIO INC492,759$5.9m5.6%
CULP CULP INC1,859,061$5.8m5.5%
RZLT REZOLUTE INC820,653$4.3m4.1%
UFI UNIFI INC852,455$4.0m3.9%
MLYS MINERALYS THERAPEUTICS INC113,840$3.1m2.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1694297")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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