13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001694297
Total reported value
$104.7M
$104.7M
16 檔
115.4%
The Q4 2024 SEC filing reveals that 22nw, LP held a total portfolio value of $104.7M, covering 16 public equity positions.
In Q4 2024, 22nw, LP displayed an active expansion posture, initiating 4 new positions and adding to 2 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FSTR, LFCR, ANEB) accounted for 115.4% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FSTR | Foster (lb) Co-a | Stock-Other | 22.28% | -20.41% | EXIT | |
| 2 | LFCR | Lifecore Biomedical Inc | Stock-Other | 19.65% | -12.92% | — | |
| 3 | ANEB | Anebulo Pharmaceuticals Inc | Stock-Other | 16.39% | — | +188.23% | |
| 4 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 10.60% | — | — | |
| 5 | BBSI | Barrett Business Svcs Inc | Stock-Other | 7.26% | — | — | |
| 6 | CULP | Culp Inc | Stock-Other | 6.02% | +2.02% | +1.90% | |
| 7 | PFX | Phenixfin CORP | Stock-Other | 3.74% | -1.15% | EXIT | |
| 8 | DHX | Dhi Group Inc | Stock-Other | 2.91% | — | — | |
| 9 | FB1 | Farmer Bros Co | Stock-Other | 2.22% | -1.70% | EXIT | |
| 10 | MTW | Manitowoc Company Inc | Stock-Other | 2.05% | — | — | |
| 11 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 1.95% | — | — | |
| 12 | SRI | Stoneridge Inc | Stock-Other | 1.36% | +9.08% | — | |
| 13 | NKTREUR | Nektar Therapeutics | Stock-Other | 1.29% | — | — | |
| 14 | SSKN | Strata Skin Sciences Inc | Stock-Other | 0.98% | — | — | |
| 15 | UFI | Unifi Inc | Stock-Other | 0.92% | +1.78% | — | |
| 16 | PMDI | Psychemedics CORP | Stock-Other | 0.39% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANEB | Anebulo Pharmaceuticals Inc | +7.7% | +188.23% | Add |
| 2 | SRI | Stoneridge Inc | +1.4% | NEW | New buy |
| 3 | NKTREUR | Nektar Therapeutics | +1.3% | NEW | New buy |
| 4 | UFI | Unifi Inc | +0.9% | NEW | New buy |
| 5 | PMDI | Psychemedics CORP | +0.4% | NEW | New buy |
| 6 | LFCR | Lifecore Biomedical Inc | -0.2% | — | Unchanged |
| 7 | FSTR | Foster (lb) Co-a | -0.2% | — | Unchanged |
| 8 | SSKN | Strata Skin Sciences Inc | -0.3% | — | Unchanged |
| 9 | PMDUSD | Psychemedics CORP | -0.5% | EXIT | Sold out |
| 10 | MTW | Manitowoc Company Inc | -0.8% | — | Unchanged |
| 11 | PFX | Phenixfin CORP | -1% | — | Unchanged |
| 12 | FB1 | Farmer Bros Co | -1% | — | Unchanged |
| 13 | BBSI | Barrett Business Svcs Inc | -1.1% | — | Unchanged |
| 14 | DHX | Dhi Group Inc | -1.1% | — | Unchanged |
| 15 | LNTH | Lantheus Holdings Inc | -1.2% | — | Unchanged |
| 16 | STRL | Sterling Infrastructure Inc | -1.5% | — | Unchanged |
| 17 | CULP | Culp Inc | -2.7% | +1.90% | Add |
According to official SEC Form 13F filings, 22nw, LP reported a total U.S. public equity portfolio value of $104.7M across 16 disclosed positions in Q4 2024.
During Q4 2024, 22nw, LP's top holdings by market value included FSTR (22.3%)、LFCR (19.6%)、ANEB (16.4%). The largest single position, FSTR, represented 22.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SRI
市值: $2.1M
Top Position Liquidated / Trimmed
PMDUSD
前期市值: $637.6K
In Q4 2024, 22nw, LP made 7 total portfolio adjustments, initiating 4 new buys, adding to 2 positions, trimming 0 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.