Filed: 2/13/2026ACC: 0001214659-26-001725
📋 What this filing means
22NW, LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $237.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$237.58M
Total AUM (reported)
29.01M
Total Shares
Allocation by class
COM$216.26M91.0%
COM NEW$21.32M9.0%
Portfolio Concentration
Top 3$139.89M58.9%
4–10$72.58M30.5%
11–25$25.12M10.6%
Top 3 weight
58.9%
Top 10 weight
89.4%
Voting Authority Distribution
Total shares with voting rights: 29.01M
Sole
Full voting authority
29.01M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
ANEBULO PHARMACEUTICALS INC
SOLEShares15.47M
TypeSH
Market value$84.76M
35.68%
Sole
15.47M
Shared
0.00
None
0.00
FOSTER L B CO
SOLEShares1.19M
TypeSH
Market value$32.10M
13.51%
Sole
1.19M
Shared
0.00
None
0.00
LIFECORE BIOMEDICAL INC
SOLEShares1.25K
TypeSH
Market value$23.03M
9.69%
Sole
1.25K
Shared
0.00
None
0.00
NEKTAR THERAPEUTICS
SOLEShares331.12K
TypeSH
Market value$14.00M
5.89%
Sole
331.12K
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares923.68K
TypeSH
Market value$13.30M
5.60%
Sole
923.68K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares358.32K
TypeSH
Market value$13.00M
5.47%
Sole
358.32K
Shared
0.00
None
0.00
STONERIDGE INC
SOLEShares2.19M
TypeSH
Market value$12.70M
5.34%
Sole
2.19M
Shared
0.00
None
0.00
MAYVILLE ENGR CO INC
SOLEShares414.28K
TypeSH
Market value$7.76M
3.26%
Sole
414.28K
Shared
0.00
None
0.00
CULP INC
SOLEShares1.86M
TypeSH
Market value$6.62M
2.79%
Sole
1.86M
Shared
0.00
None
0.00
PHENIXFIN CORP
SOLEShares117.89K
TypeSH
Market value$5.21M
2.19%
Sole
117.89K
Shared
0.00
None
0.00
MEIRAGTX HLDGS PLC
SOLEShares586.52K
TypeSH
Market value$4.66M
1.96%
Sole
586.52K
Shared
0.00
None
0.00
CORE MOLDING TECHNOLOGIES
SOLEShares222.74K
TypeSH
Market value$4.47M
1.88%
Sole
222.74K
Shared
0.00
None
0.00
INSPERITY INC
SOLEShares96.30K
TypeSH
Market value$3.73M
1.57%
Sole
96.30K
Shared
0.00
None
0.00
UNIFI INC
SOLEShares852.46K
TypeSH
Market value$2.98M
1.26%
Sole
852.46K
Shared
0.00
None
0.00
FARMER BROS CO
SOLEShares1.96M
TypeSH
Market value$2.86M
1.20%
Sole
1.96M
Shared
0.00
None
0.00
TEAM INC
SOLEShares170.19K
TypeSH
Market value$2.40M
1.01%
Sole
170.19K
Shared
0.00
None
0.00
REZOLUTE INC
SOLEShares820.65K
TypeSH
Market value$1.94M
0.82%
Sole
820.65K
Shared
0.00
None
0.00
ELEDON PHARMACEUTICALS INC
SOLEShares636.36K
TypeSH
Market value$960.9K
0.40%
Sole
636.36K
Shared
0.00
None
0.00
STRATA SKIN SCIENCES INC
SOLEShares537K
TypeSH
Market value$676.6K
0.28%
Sole
537K
Shared
0.00
None
0.00
PSYCHEMEDICS CORPORATION CMN
SOLEShares276.03K
TypeSH
Market value$441.7K
0.19%
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 | $84.76M 35.68% | 15.47M | 0.00 | 0.00 |
FOSTER L B COSOLE | COM | 1.19M | SH | $32.10M 13.51% | 1.19M | 0.00 | 0.00 |
LIFECORE BIOMEDICAL INCSOLE | COM | 1.25K | SH | $23.03M 9.69% | 1.25K | 0.00 | 0.00 |
NEKTAR THERAPEUTICSSOLE | COM NEW | 331.12K | SH | $14.00M 5.89% | 331.12K | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 923.68K | SH | $13.30M 5.60% | 923.68K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 358.32K | SH | $13.00M 5.47% | 358.32K | 0.00 | 0.00 |
STONERIDGE INCSOLE | COM | 2.19M | SH | $12.70M 5.34% | 2.19M | 0.00 | 0.00 |
MAYVILLE ENGR CO INCSOLE | COM | 414.28K | SH | $7.76M 3.26% | 414.28K | 0.00 | 0.00 |
CULP INCSOLE | COM | 1.86M | SH | $6.62M 2.79% | 1.86M | 0.00 | 0.00 |
PHENIXFIN CORPSOLE | COM | 117.89K | SH | $5.21M 2.19% | 117.89K | 0.00 | 0.00 |
MEIRAGTX HLDGS PLCSOLE | COM | 586.52K | SH | $4.66M 1.96% | 586.52K | 0.00 | 0.00 |
CORE MOLDING TECHNOLOGIESSOLE | COM | 222.74K | SH | $4.47M 1.88% | 222.74K | 0.00 | 0.00 |
INSPERITY INCSOLE | COM | 96.30K | SH | $3.73M 1.57% | 96.30K | 0.00 | 0.00 |
UNIFI INCSOLE | COM NEW | 852.46K | SH | $2.98M 1.26% | 852.46K | 0.00 | 0.00 |
FARMER BROS COSOLE | COM | 1.96M | SH | $2.86M 1.20% | 1.96M | 0.00 | 0.00 |
TEAM INCSOLE | COM NEW | 170.19K | SH | $2.40M 1.01% | 170.19K | 0.00 | 0.00 |
REZOLUTE INCSOLE | COM NEW | 820.65K | SH | $1.94M 0.82% | 820.65K | 0.00 | 0.00 |
ELEDON PHARMACEUTICALS INCSOLE | COM | 636.36K | SH | $960.9K 0.40% | 636.36K | 0.00 | 0.00 |
STRATA SKIN SCIENCES INCSOLE | COM | 537K | SH | $676.6K 0.28% | 537K | 0.00 | 0.00 |
PSYCHEMEDICS CORPORATION CMNSOLE | COM | 276.03K | SH | $441.7K 0.19% | 276.03K | 0.00 | 0.00 |