22Nw, Lp Portfolio Stock Holdings
22Nw, Lp disclosed 16 stock positions valued at approximately $145.9 million in its latest SEC 13F filing. The largest holdings include FOSTER L B CO, LIFECORE BIOMEDICAL INC, and INSPERITY INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 16
- Portfolio Value
- $145.9M
Holdings by Sector
22Nw, Lp Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FOSTER L B CO | FSTR | Industrials | 20.41% | 1,067,186 | -123,860 | -10.40% | $29,774,489 |
| LIFECORE BIOMEDICAL INC | LFCR | Healthcare | 12.93% | 1,254 | - | - | $18,866,301 |
| INSPERITY INC | NSP | Industrials | 9.14% | 493,000 | +396,700 | +411.94% | $13,330,720 |
| MINERALYS THERAPEUTICS INC | MLYS | Healthcare | 8.25% | 444,325 | +86,000 | +24.00% | $12,036,764 |
| STONERIDGE INC | SRI | Consumer Cyclical | 8.17% | 2,466,975 | +274,211 | +12.51% | $11,915,489 |
| FOX FACTORY HLDG CORP | FOXF | Consumer Cyclical | 7.65% | 678,165 | +678,165 | +100.00% | $11,162,596 |
| CULP INC | CULP | Consumer Cyclical | 3.49% | 1,859,061 | - | - | $5,093,827 |
| CORE MOLDING TECHNOLOGIES IN | CMT | Basic Materials | 3.42% | 222,738 | - | - | $4,989,331 |
| REGENXBIO INC | RGNX | Healthcare | 2.83% | 492,759 | -430,920 | -46.65% | $4,129,320 |
| UNIFI INC | UFI | Consumer Cyclical | 2.09% | 852,455 | - | - | $3,043,264 |
| TEAM INC | TISI | Industrials | 1.86% | 170,187 | - | - | $2,712,781 |
| REZOLUTE INC | RZLT | Healthcare | 1.72% | 820,653 | - | - | $2,502,992 |
| FARMER BROS CO | FARM | Consumer Defensive | 1.70% | 1,955,526 | - | - | $2,483,518 |
| ELEDON PHARMACEUTICALS INC | ELDN | Healthcare | 1.34% | 636,364 | - | - | $1,960,001 |
| PHENIXFIN CORP | PFX | Financial Services | 1.15% | 43,115 | -74,770 | -63.43% | $1,684,072 |