Filed: 11/14/2025ACC: 0001214659-25-016649
📋 What this filing means
22NW, LP filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $212.26M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$212.26M
Total AUM (reported)
31.44M
Total Shares
Allocation by class
COM$178.23M84.0%
COM NEW$34.03M16.0%
Portfolio Concentration
Top 3$94.20M44.4%
4–10$79.05M37.2%
11–25$39.00M18.4%
Top 3 weight
44.4%
Top 10 weight
81.6%
Voting Authority Distribution
Total shares with voting rights: 31.44M
Sole
Full voting authority
31.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
ANEBULO PHARMACEUTICALS INC
SOLEShares15.47M
TypeSH
Market value$38.67M
18.22%
Sole
15.47M
Shared
0.00
None
0.00
FOSTER L B CO
SOLEShares1.31M
TypeSH
Market value$35.39M
16.67%
Sole
1.31M
Shared
0.00
None
0.00
LIFECORE BIOMEDICAL INC
SOLEShares1.25K
TypeSH
Market value$20.15M
9.49%
Sole
1.25K
Shared
0.00
None
0.00
NEKTAR THERAPEUTICS
SOLEShares331.12K
TypeSH
Market value$18.84M
8.88%
Sole
331.12K
Shared
0.00
None
0.00
STONERIDGE INC
SOLEShares2.11M
TypeSH
Market value$16.04M
7.56%
Sole
2.11M
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares358.32K
TypeSH
Market value$13.59M
6.40%
Sole
358.32K
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares923.68K
TypeSH
Market value$8.91M
4.20%
Sole
923.68K
Shared
0.00
None
0.00
CULP INC
SOLEShares1.86M
TypeSH
Market value$8.29M
3.91%
Sole
1.86M
Shared
0.00
None
0.00
REZOLUTE INC
SOLEShares820.65K
TypeSH
Market value$7.71M
3.63%
Sole
820.65K
Shared
0.00
None
0.00
DHI GROUP INC
SOLEShares2.04M
TypeSH
Market value$5.66M
2.67%
Sole
2.04M
Shared
0.00
None
0.00
PHENIXFIN CORP
SOLEShares117.89K
TypeSH
Market value$5.60M
2.64%
Sole
117.89K
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares399.89K
TypeSH
Market value$5.50M
2.59%
Sole
399.89K
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares586.52K
TypeSH
Market value$4.83M
2.27%
Sole
586.52K
Shared
0.00
None
0.00
UNIFI INC
SOLEShares977.64K
TypeSH
Market value$4.65M
2.19%
Sole
977.64K
Shared
0.00
None
0.00
CORE MOLDING TECHNOLOGIES IN
SOLEShares222.74K
TypeSH
Market value$4.58M
2.16%
Sole
222.74K
Shared
0.00
None
0.00
AEBI SCHMIDT HLDG AG
SOLEShares347.84K
TypeSH
Market value$4.34M
2.04%
Sole
347.84K
Shared
0.00
None
0.00
FARMER BROS CO
SOLEShares1.96M
TypeSH
Market value$3.34M
1.58%
Sole
1.96M
Shared
0.00
None
0.00
TEAM INC
SOLEShares170.19K
TypeSH
Market value$2.82M
1.33%
Sole
170.19K
Shared
0.00
None
0.00
ELEDON PHARMACEUTICALS INC
SOLEShares636.36K
TypeSH
Market value$1.65M
0.78%
Sole
636.36K
Shared
0.00
None
0.00
STRATA SKIN SCIENCES INC
SOLEShares537K
TypeSH
Market value$1.11M
0.52%
Sole
537K
Shared
0.00
None
0.00
PSYCHEMEDICS CORPORATION CMN
SOLEShares276.03K
TypeSH
Market value$582.4K
0.27%
Sole
276.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ANEBULO PHARMACEUTICALS INCSOLE | COM | 15.47M | SH | $38.67M 18.22% | 15.47M | 0.00 | 0.00 |
FOSTER L B COSOLE | COM | 1.31M | SH | $35.39M 16.67% | 1.31M | 0.00 | 0.00 |
LIFECORE BIOMEDICAL INCSOLE | COM | 1.25K | SH | $20.15M 9.49% | 1.25K | 0.00 | 0.00 |
NEKTAR THERAPEUTICSSOLE | COM NEW | 331.12K | SH | $18.84M 8.88% | 331.12K | 0.00 | 0.00 |
STONERIDGE INCSOLE | COM | 2.11M | SH | $16.04M 7.56% | 2.11M | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 358.32K | SH | $13.59M 6.40% | 358.32K | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 923.68K | SH | $8.91M 4.20% | 923.68K | 0.00 | 0.00 |
CULP INCSOLE | COM | 1.86M | SH | $8.29M 3.91% | 1.86M | 0.00 | 0.00 |
REZOLUTE INCSOLE | COM NEW | 820.65K | SH | $7.71M 3.63% | 820.65K | 0.00 | 0.00 |
DHI GROUP INCSOLE | COM | 2.04M | SH | $5.66M 2.67% | 2.04M | 0.00 | 0.00 |
PHENIXFIN CORPSOLE | COM | 117.89K | SH | $5.60M 2.64% | 117.89K | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 399.89K | SH | $5.50M 2.59% | 399.89K | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 586.52K | SH | $4.83M 2.27% | 586.52K | 0.00 | 0.00 |
UNIFI INCSOLE | COM NEW | 977.64K | SH | $4.65M 2.19% | 977.64K | 0.00 | 0.00 |
CORE MOLDING TECHNOLOGIES INSOLE | COM | 222.74K | SH | $4.58M 2.16% | 222.74K | 0.00 | 0.00 |
AEBI SCHMIDT HLDG AGSOLE | COM | 347.84K | SH | $4.34M 2.04% | 347.84K | 0.00 | 0.00 |
FARMER BROS COSOLE | COM | 1.96M | SH | $3.34M 1.58% | 1.96M | 0.00 | 0.00 |
TEAM INCSOLE | COM NEW | 170.19K | SH | $2.82M 1.33% | 170.19K | 0.00 | 0.00 |
ELEDON PHARMACEUTICALS INCSOLE | COM | 636.36K | SH | $1.65M 0.78% | 636.36K | 0.00 | 0.00 |
STRATA SKIN SCIENCES INCSOLE | COM | 537K | SH | $1.11M 0.52% | 537K | 0.00 | 0.00 |
PSYCHEMEDICS CORPORATION CMNSOLE | COM | 276.03K | SH | $582.4K 0.27% | 276.03K | 0.00 | 0.00 |