22nw, LP reported 14 holdings worth US$105M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
22nw, LP reported 14 holdings worth US$105M as of Jun 30, 2026. Largest: Insperity, Inc., Nektar Therapeutics and Stoneridge, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$105M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Insperity, Inc. | 493K | US$20.4M | 19.5% |
| Nektar Therapeutics | 281K | US$19.6M | 18.7% |
| Stoneridge, Inc. | 2.47M | US$18.1M | 17.3% |
| Fox Factory Holding Corp. | 678K | US$11.5M | 11.0% |
| Core Molding Technologies Inc | 274K | US$6.46M | 6.2% |
| Regenxbio Inc. | 493K | US$5.9M | 5.6% |
| Culp, Inc. | 1.86M | US$5.76M | 5.5% |
| Rezolute, Inc. | 821K | US$4.27M | 4.1% |
| Unifi, Inc. New | 852K | US$4.05M | 3.9% |
| Mineralys Therapeutics, Inc. | 114K | US$3.07M | 2.9% |
| Team, Inc. | 170K | US$2.94M | 2.8% |
| Eledon Pharmaceuticals, Inc. | 636K | US$2.51M | 2.4% |
| Turtle Beach Corporation | 14,430 | US$180K | 0.17% |
| Lifecore Biomedical, Inc. | 1,254 | US$6,220 | <0.01% |
| Farmer Brothers Company | 0 | US$0 | 0.00% |
| L.b. Foster Company | 0 | US$0 | 0.00% |
| Phenixfin Corporation | 0 | US$0 | 0.00% |