Filed: 5/15/2026ACC: 0001214659-26-006481
📋 What this filing means
22NW, LP filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $145.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$145.91M
Total AUM (reported)
12.48M
Total Shares
Allocation by class
COM$117.43M80.5%
COM NEW$28.49M19.5%
Portfolio Concentration
Top 3$68.87M47.2%
4–10$62.66M42.9%
11–25$14.39M9.9%
Top 3 weight
47.2%
Top 10 weight
90.1%
Voting Authority Distribution
Total shares with voting rights: 12.48M
Sole
Full voting authority
12.48M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
FOSTER L B CO
SOLEShares1.07M
TypeSH
Market value$29.77M
20.41%
Sole
1.07M
Shared
0.00
None
0.00
NEKTAR THERAPEUTICS
SOLEShares281.12K
TypeSH
Market value$20.23M
13.86%
Sole
281.12K
Shared
0.00
None
0.00
LIFECORE BIOMEDICAL INC
SOLEShares1.25K
TypeSH
Market value$18.87M
12.93%
Sole
1.25K
Shared
0.00
None
0.00
INSPERITY INC
SOLEShares493K
TypeSH
Market value$13.33M
9.14%
Sole
493K
Shared
0.00
None
0.00
MINERALYS THERAPEUTICS INC
SOLEShares444.32K
TypeSH
Market value$12.04M
8.25%
Sole
444.32K
Shared
0.00
None
0.00
STONERIDGE INC
SOLEShares2.47M
TypeSH
Market value$11.92M
8.17%
Sole
2.47M
Shared
0.00
None
0.00
FOX FACTORY HLDG CORP
SOLEShares678.16K
TypeSH
Market value$11.16M
7.65%
Sole
678.16K
Shared
0.00
None
0.00
CULP INC
SOLEShares1.86M
TypeSH
Market value$5.09M
3.49%
Sole
1.86M
Shared
0.00
None
0.00
CORE MOLDING TECHNOLOGIES IN
SOLEShares222.74K
TypeSH
Market value$4.99M
3.42%
Sole
222.74K
Shared
0.00
None
0.00
REGENXBIO INC
SOLEShares492.76K
TypeSH
Market value$4.13M
2.83%
Sole
492.76K
Shared
0.00
None
0.00
UNIFI INC
SOLEShares852.46K
TypeSH
Market value$3.04M
2.09%
Sole
852.46K
Shared
0.00
None
0.00
TEAM INC
SOLEShares170.19K
TypeSH
Market value$2.71M
1.86%
Sole
170.19K
Shared
0.00
None
0.00
REZOLUTE INC
SOLEShares820.65K
TypeSH
Market value$2.50M
1.72%
Sole
820.65K
Shared
0.00
None
0.00
FARMER BROS CO
SOLEShares1.96M
TypeSH
Market value$2.48M
1.70%
Sole
1.96M
Shared
0.00
None
0.00
ELEDON PHARMACEUTICALS INC
SOLEShares636.36K
TypeSH
Market value$1.96M
1.34%
Sole
636.36K
Shared
0.00
None
0.00
PHENIXFIN CORP
SOLEShares43.12K
TypeSH
Market value$1.68M
1.15%
Sole
43.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FOSTER L B COSOLE | COM | 1.07M | SH | $29.77M 20.41% | 1.07M | 0.00 | 0.00 |
NEKTAR THERAPEUTICSSOLE | COM NEW | 281.12K | SH | $20.23M 13.86% | 281.12K | 0.00 | 0.00 |
LIFECORE BIOMEDICAL INCSOLE | COM | 1.25K | SH | $18.87M 12.93% | 1.25K | 0.00 | 0.00 |
INSPERITY INCSOLE | COM | 493K | SH | $13.33M 9.14% | 493K | 0.00 | 0.00 |
MINERALYS THERAPEUTICS INCSOLE | COM | 444.32K | SH | $12.04M 8.25% | 444.32K | 0.00 | 0.00 |
STONERIDGE INCSOLE | COM | 2.47M | SH | $11.92M 8.17% | 2.47M | 0.00 | 0.00 |
FOX FACTORY HLDG CORPSOLE | COM | 678.16K | SH | $11.16M 7.65% | 678.16K | 0.00 | 0.00 |
CULP INCSOLE | COM | 1.86M | SH | $5.09M 3.49% | 1.86M | 0.00 | 0.00 |
CORE MOLDING TECHNOLOGIES INSOLE | COM | 222.74K | SH | $4.99M 3.42% | 222.74K | 0.00 | 0.00 |
REGENXBIO INCSOLE | COM | 492.76K | SH | $4.13M 2.83% | 492.76K | 0.00 | 0.00 |
UNIFI INCSOLE | COM NEW | 852.46K | SH | $3.04M 2.09% | 852.46K | 0.00 | 0.00 |
TEAM INCSOLE | COM NEW | 170.19K | SH | $2.71M 1.86% | 170.19K | 0.00 | 0.00 |
REZOLUTE INCSOLE | COM NEW | 820.65K | SH | $2.50M 1.72% | 820.65K | 0.00 | 0.00 |
FARMER BROS COSOLE | COM | 1.96M | SH | $2.48M 1.70% | 1.96M | 0.00 | 0.00 |
ELEDON PHARMACEUTICALS INCSOLE | COM | 636.36K | SH | $1.96M 1.34% | 636.36K | 0.00 | 0.00 |
PHENIXFIN CORPSOLE | COM | 43.12K | SH | $1.68M 1.15% | 43.12K | 0.00 | 0.00 |