22nw, LP
Net seller this quarter
$105M
14
-$60.1M
94.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
| NSP | $20.4M | 19.45% | 1.29% | Not reported | Q1 2020 |
 NKTR | $19.6M | 18.75% | 1.38% | Not reported | Q4 2024 |
 SRI | $18.1M | 17.25% | 8.65% | Not reported | Q4 2024 |
 FOXF | $11.5M | 10.98% | 1.62% | Not reported | Q1 2026 |
 CMT | $6.46M | 6.17% | 3.19% | +22.8% | Q2 2025 |
 RGNX | $5.9M | 5.64% | 0.91% | Not reported | Q1 2025 |
 CULP | $5.76M | 5.51% | 14.68% | Not reported | Q1 2020 |
 RZLT | $4.27M | 4.08% | 0.85% | Not reported | Q3 2025 |
 UFI | $4.05M | 3.87% | 4.59% | Not reported | Q4 2024 |
 MLYS | $3.07M | 2.93% | 0.13% | -74.4% | Q1 2025 |
 TISI | $2.94M | 2.81% | 3.72% | Not reported | Q4 2016 |
 ELDN | $2.51M | 2.40% | 0.79% | Not reported | Q1 2025 |
 TBCH | $180K | 0.17% | 0.08% | New | Q2 2026 |
 LFCR | $6.22K | 0.01% | 0.00% | Not reported | Q2 2021 |
| Q1 2026 | |||||
 FSTR | $29.8M | 20.41% | 10.33% | -10.4% | Q4 2016 |
| NKTR | $20.2M | 13.86% | 1.38% | -15.1% | Q4 2024 |
| LFCR | $18.9M | 12.93% | 0.00% | Not reported | Q2 2021 |
| NSP | $13.3M | 9.14% | 1.31% | +411.9% | Q1 2020 |
| MLYS | $12M | 8.25% | 0.54% | +24.0% | Q1 2025 |
| SRI | $11.9M | 8.17% | 8.74% | +12.5% | Q4 2024 |
| FOXF | $11.2M | 7.65% | 1.62% | New | Q1 2026 |
| CULP | $5.09M | 3.49% | 14.68% | Not reported | Q1 2020 |
| CMT | $4.99M | 3.42% | 2.60% | Not reported | Q2 2025 |
| RGNX | $4.13M | 2.83% | 0.95% | -46.7% | Q1 2025 |
| UFI | $3.04M | 2.09% | 4.59% | Not reported | Q4 2024 |
| TISI | $2.71M | 1.86% | 3.72% | Not reported | Q4 2016 |
| RZLT | $2.5M | 1.72% | 0.85% | Not reported | Q3 2025 |
| FARM | $2.48M | 1.70% | 9.00% | Not reported | Q1 2021 |
| ELDN | $1.96M | 1.34% | 0.84% | Not reported | Q1 2025 |
| PFX | $1.68M | 1.15% | 2.23% | -63.4% | Q2 2021 |
| Q4 2025 | |||||
| ANEB | $84.8M | 35.68% | 37.65% | Not reported | Q2 2021 |
| FSTR | $32.1M | 13.51% | 11.75% | -9.3% | Q4 2016 |
| LFCR | $23M | 9.69% | 0.00% | Not reported | Q2 2021 |
| NKTR | $14M | 5.89% | 1.62% | Not reported | Q4 2024 |
| RGNX | $13.3M | 5.60% | 1.82% | Not reported | Q1 2025 |
| MLYS | $13M | 5.47% | 0.44% | Not reported | Q1 2025 |
| SRI | $12.7M | 5.34% | 7.83% | +4.1% | Q4 2024 |
 MEC | $7.76M | 3.26% | 2.04% | +3.6% | Q2 2025 |
| CULP | $6.62M | 2.79% | 14.68% | Not reported | Q1 2020 |
| PFX | $5.21M | 2.19% | 5.90% | Not reported | Q2 2021 |
 MGTX | $4.66M | 1.96% | 0.72% | Not reported | Q2 2025 |
| CMT | $4.47M | 1.88% | 2.62% | Not reported | Q2 2025 |
| NSP | $3.73M | 1.57% | 0.26% | Not reported | Q1 2020 |
| UFI | $2.98M | 1.26% | 4.59% | -12.8% | Q4 2024 |
| FARM | $2.86M | 1.20% | 9.00% | Not reported | Q1 2021 |
| TISI | $2.4M | 1.01% | 3.76% | Not reported | Q4 2016 |
| RZLT | $1.94M | 0.82% | 0.86% | Not reported | Q3 2025 |
| ELDN | $961K | 0.40% | 0.84% | Not reported | Q1 2025 |
| SSKN | $677K | 0.28% | Not reported | Not reported | Q2 2021 |
| PMD | $442K | 0.19% | 4.52% | Not reported | Q1 2020 |
| Q3 2025 | |||||
| ANEB | $38.7M | 18.22% | 37.65% | Not reported | Q2 2021 |
| FSTR | $35.4M | 16.67% | 12.81% | Not reported | Q4 2016 |
| LFCR | $20.1M | 9.49% | 0.00% | -99.5% | Q2 2021 |
| NKTR | $18.8M | 8.88% | 1.68% | +126.6% | Q4 2024 |
| SRI | $16M | 7.56% | 7.52% | +8.3% | Q4 2024 |
| MLYS | $13.6M | 6.40% | 0.45% | -36.0% | Q1 2025 |
| RGNX | $8.91M | 4.20% | 1.82% | Not reported | Q1 2025 |
| CULP | $8.29M | 3.91% | 14.75% | Not reported | Q1 2020 |
| RZLT | $7.71M | 3.63% | 0.90% | New | Q3 2025 |
 DHX | $5.66M | 2.67% | 4.30% | -38.3% | Q2 2024 |
| PFX | $5.6M | 2.64% | 5.88% | Not reported | Q2 2021 |
| MEC | $5.5M | 2.59% | 1.97% | +157.3% | Q2 2025 |
| MGTX | $4.83M | 2.27% | 0.73% | Not reported | Q2 2025 |
| UFI | $4.65M | 2.19% | 5.32% | -0.4% | Q4 2024 |
| CMT | $4.58M | 2.16% | 2.60% | +16.5% | Q2 2025 |
 AEBI | $4.34M | 2.04% | 0.45% | New | Q3 2025 |
| FARM | $3.34M | 1.58% | 9.05% | Not reported | Q1 2021 |
| TISI | $2.82M | 1.33% | 3.78% | -0.5% | Q4 2016 |
| ELDN | $1.65M | 0.78% | 1.06% | Not reported | Q1 2025 |
| SSKN | $1.11M | 0.52% | Not reported | Not reported | Q2 2021 |
| PMD | $582K | 0.27% | 4.52% | Not reported | Q1 2020 |