Funds › 22NW, LP
22NW, LP
13F for Q3 2026, filed Nov 13, 2026. 15 positions worth $144.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NSP Insperity, Inc. | 493,000 | $23.0M | 15.9% | Unchanged | 13F ↗ |
| 2 | NKTR Nektar Therapeutics | 281,115 | $17.0M | 11.8% | Unchanged | 13F ↗ |
| 3 | TBCH Turtle Beach Corporation | 1.30M | $16.7M | 11.5% | +8943% | 13F ↗ |
| 4 | SRI Stoneridge, Inc. | 2.47M | $16.4M | 11.4% | Unchanged | 13F ↗ |
| 5 | AEBI Aebi Schmidt Holding AG | 1.25M | $13.2M | 9.1% | New | 13F ↗ |
| 6 | FOXF Fox Factory Holding Corp. | 678,165 | $12.5M | 8.6% | Unchanged | 13F ↗ |
| 7 | RYZ Ryerson Holding Corporation | 488,356 | $11.5M | 8.0% | New | 13F ↗ |
| 8 | CMT Core Molding Technologies Inc | 345,291 | $7.9M | 5.4% | +26.2% | 13F ↗ |
| 9 | CULP Culp, Inc. | 1.86M | $6.9M | 4.8% | Unchanged | 13F ↗ |
| 10 | WD Walker & Dunlop, Inc | 172,071 | $6.0M | 4.2% | New | 13F ↗ |
| 11 | UFI Unifi, Inc. | 849,955 | $5.6M | 3.8% | -0.3% | 13F ↗ |
| 12 | TISI Team, Inc. | 170,187 | $4.9M | 3.4% | Unchanged | 13F ↗ |
| 13 | ELDN Eledon Pharmaceuticals, Inc. | 636,364 | $1.6M | 1.1% | Unchanged | 13F ↗ |
| 14 | BLND Blend Labs, Inc. | 1.24M | $1.3M | 0.9% | New | 13F ↗ |
| 15 | LFCR Lifecore Biomedical, Inc. · Stok | 1,254 | $8,251 | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
4 new, 2 added to, 1 trimmed, 3 exited, 8 unchanged. By estimated dollars.
New positions (4)
Added to (2)
Trimmed (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| UFI Unifi, Inc. | 849,955 | -0.3% | -$16.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 15 | $144.3M | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 14 | $104.7M | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 16 | $145.9M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 20 | $237.6M | Current | SEC ↗ |
| Q3 2025 | Nov 14, 2025 | 13F-HR | 21 | $212.3M | Current | SEC ↗ |
| Q2 2025 | Aug 14, 2025 | 13F-HR | 21 | $158.8M | Current | SEC ↗ |
| Q1 2025 | May 14, 2025 | 13F-HR | 20 | $149.1M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer