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CIK: 0001694297
Total reported value
$104.7M
$104.7M
20 檔
92.1%
In Q1 2025, 22nw, LP's U.S. equity holdings reached a combined market value of $104.7M, distributed across 20 disclosed stock positions.
In Q1 2025, 22nw, LP adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 26 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including LFCR, FSTR, ANEB) accounted for 92.1% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LFCR | Lifecore Biomedical Inc | Stock-Other | 20.00% | -12.92% | — | |
| 2 | FSTR | Foster (lb) Co-a | Stock-Other | 17.33% | -20.41% | EXIT | |
| 3 | ANEB | Anebulo Pharmaceuticals Inc | Stock-Other | 13.49% | — | — | |
| 4 | STRL | Sterling Infrastructure Inc | Stock-Industrials | 7.58% | — | — | |
| 5 | CULP | Culp Inc | Stock-Other | 6.23% | +2.02% | +14.42% | |
| 6 | SRI | Stoneridge Inc | Stock-Other | 5.01% | +9.08% | +374.83% | |
| 7 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 4.91% | -5.32% | — | |
| 8 | PFX | Phenixfin CORP | Stock-Other | 4.19% | -1.15% | EXIT | |
| 9 | BBSI | Barrett Business Svcs Inc | Stock-Other | 3.66% | — | -50.00% | |
| 10 | RGNX | Regenxbio Inc | Stock-Other | 3.21% | +2.81% | — | |
| 11 | FB1 | Farmer Bros Co | Stock-Other | 2.91% | -1.70% | EXIT | |
| 12 | DHX | Dhi Group Inc | Stock-Other | 2.43% | — | — | |
| 13 | UFI | Unifi Inc | Stock-Other | 2.36% | +1.78% | +212.92% | |
| 14 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 1.45% | +1.06% | — | |
| 15 | CMPS | Compass Pathways PLC | Stock-Other | 1.24% | — | — | |
| 16 | KROS | Keros Therapeutics Inc | Stock-Other | 1.22% | — | — | |
| 17 | NKTREUR | Nektar Therapeutics | Stock-Other | 1.00% | — | — | |
| 18 | SSKN | Strata Skin Sciences Inc | Stock-Other | 0.95% | — | — | |
| 19 | PMDUSD | Psychemedics CORP | Stock-Other | 0.43% | — | — | |
| 20 | TISI | Team Inc | Stock-Other | 0.40% | +0.95% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LFCR | Lifecore Biomedical Inc | +18.3% | — | Add |
| 2 | FSTR | Foster (lb) Co-a | +14.4% | — | Add |
| 3 | ANEB | Anebulo Pharmaceuticals Inc | +7.4% | — | Add |
| 4 | CULP | Culp Inc | +5% | +14.42% | Add |
| 5 | STRL | Sterling Infrastructure Inc | +3.7% | — | Trim |
| 6 | PFX | Phenixfin CORP | +2.9% | — | Unchanged |
| 7 | BBSI | Barrett Business Svcs Inc | +1% | -50.00% | Trim |
| 8 | FB1 | Farmer Bros Co | -1.9% | — | Add |
| 9 | DRTTF | Dirtt Environmental Solution | — | EXIT | Sold out |
| 10 | ASIX | Advansix Inc | — | EXIT | Sold out |
| 11 | AFIIQ | Armstrong Flooring Inc | — | EXIT | Sold out |
| 12 | ONL | Orion Properties Inc. | — | EXIT | Sold out |
| 13 | MED | Medifast Inc | — | EXIT | Sold out |
| 14 | GPRE | Green Plains Inc | — | EXIT | Sold out |
| 15 | ✓ | Huttig Building Products | — | EXIT | Sold out |
| 16 | MTW | Manitowoc Company Inc | — | EXIT | Sold out |
| 17 | AGYS | Agilysys Inc | — | EXIT | Sold out |
| 18 | MFGPUSD | Micro Focus Intl-spn Adr | — | EXIT | Sold out |
| 19 | MCFT | Mastercraft Boat Holdings In | — | EXIT | Sold out |
| 20 | WTTR | Select Water Solutions Inc | — | EXIT | Sold out |
| 21 | STNE | StoneCo Ltd. | — | EXIT | Sold out |
| 22 | MACKEUR | Merrimack Pharmaceuticals In | — | EXIT | Sold out |
| 23 | SRI | Stoneridge Inc | — | NEW | New buy |
| 24 | MLYS | Mineralys Therapeutics Inc | — | NEW | New buy |
| 25 | NSP | Insperity Inc | — | EXIT | Sold out |
| 26 | NTIC | Northern Technologies Intl | — | EXIT | Sold out |
| 27 | HILUSD | Hill International Inc | — | EXIT | Sold out |
| 28 | EXTNUSD | Exterran CORP | — | EXIT | Sold out |
| 29 | ✓ | Gyre Therapeutics Inc Com | — | EXIT | Sold out |
| 30 | OLED | Universal Display Corporation | — | EXIT | Sold out |
| 31 | AA | Alcoa CORP | — | EXIT | Sold out |
| 32 | RGNX | Regenxbio Inc | — | NEW | New buy |
| 33 | GIFI | Gulf Island Fabrication Inc | — | EXIT | Sold out |
| 34 | ✓ | — | EXIT | Sold out | |
| 35 | UTE0 | Cantaloupe Inc | — | EXIT | Sold out |
| 36 | DHX | Dhi Group Inc | — | NEW | New buy |
| 37 | UFI | Unifi Inc | — | NEW | New buy |
| 38 | SSKNEUR | Strata Skin Sciences Inc | — | EXIT | Sold out |
| 39 | ELDN | Eledon Pharmaceuticals Inc | — | NEW | New buy |
| 40 | CMPS | Compass Pathways PLC | — | NEW | New buy |
| 41 | KROS | Keros Therapeutics Inc | — | NEW | New buy |
| 42 | NKTREUR | Nektar Therapeutics | — | NEW | New buy |
| 43 | SSKN | Strata Skin Sciences Inc | — | NEW | New buy |
| 44 | PMDUSD | Psychemedics CORP | — | NEW | New buy |
| 45 | TISI | Team Inc | — | NEW | New buy |
| 46 | MTRX | Matrix Service Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, 22nw, LP reported a total U.S. public equity portfolio value of $104.7M across 20 disclosed positions in Q1 2025.
During Q1 2025, 22nw, LP's top holdings by market value included LFCR (20.0%)、FSTR (17.3%)、ANEB (13.5%). The largest single position, LFCR, represented 20.0% of total portfolio value.
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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: $7.5M
Top Position Liquidated / Trimmed
DRTTF
前期市值: $36.2M
In Q1 2025, 22nw, LP made 45 total portfolio adjustments, initiating 12 new buys, adding to 5 positions, trimming 2 holdings, and fully liquidating 26 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.
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