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CIK: 0001694297
Total reported value
$104.7M
$104.7M
21 檔
78.4%
During the Q2 2025 filing period, 22nw, LP (CIK: 0001694297) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $104.7M across 21 reported positions.
In Q2 2025, 22nw, LP displayed an active expansion posture, initiating 6 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FSTR | Foster (lb) Co-a | Stock-Other | 20.74% | -20.41% | EXIT | |
| 2 | ANEB | Anebulo Pharmaceuticals Inc | Stock-Other | 16.09% | — | — | |
| 3 | SRI | Stoneridge Inc | Stock-Other | 9.88% | +9.08% | +19.41% | |
| 4 | DHX | Dhi Group Inc | Stock-Other | 7.08% | — | +26.74% | |
| 5 | RGNX | Regenxbio Inc | Stock-Other | 5.48% | +2.81% | +38.13% | |
| 6 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 5.47% | -5.32% | +21.39% | |
| 7 | CULP | Culp Inc | Stock-Other | 5.28% | +2.02% | — | |
| 8 | PFX | Phenixfin CORP | Stock-Other | 4.32% | -1.15% | EXIT | |
| 9 | UFI | Unifi Inc | Stock-Other | 3.70% | +1.78% | +34.17% | |
| 10 | MGTX | MeiraGTx Holdings plc | Stock-Other | 2.76% | — | — | |
| 11 | NKTR | Nektar Therapeutics | Stock-Other | 2.73% | +4.89% | — | |
| 12 | CMT | Core Molding Technologies In | Stock-Other | 2.29% | +2.75% | — | |
| 13 | TISI | Team Inc | Stock-Other | 2.25% | +0.95% | +391.14% | |
| 14 | ARVN | Arvinas Inc | Stock-Other | 2.20% | — | — | |
| 15 | FB1 | Farmer Bros Co | Stock-Other | 1.94% | -1.70% | EXIT | |
| 16 | MEC | Mayville Engineering Co Inc | Stock-Other | 1.79% | — | — | |
| 17 | CMPS | Compass Pathways PLC | Stock-Other | 1.79% | — | +36.55% | |
| 18 | LFCR | Lifecore Biomedical Inc | Stock-Other | 1.63% | -12.92% | -84.95% | |
| 19 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 1.25% | +1.06% | — | |
| 20 | SSKN | Strata Skin Sciences Inc | Stock-Other | 0.89% | — | — | |
| 21 | PMDI | Psychemedics CORP | Stock-Other | 0.45% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRI | Stoneridge Inc | +4.9% | +19.41% | Add |
| 2 | DHX | Dhi Group Inc | +4.7% | +26.74% | Add |
| 3 | FSTR | Foster (lb) Co-a | +3.4% | — | Unchanged |
| 4 | MGTX | MeiraGTx Holdings plc | +2.8% | NEW | New buy |
| 5 | NKTR | Nektar Therapeutics | +2.7% | NEW | New buy |
| 6 | ANEB | Anebulo Pharmaceuticals Inc | +2.6% | — | Unchanged |
| 7 | CMT | Core Molding Technologies In | +2.3% | NEW | New buy |
| 8 | RGNX | Regenxbio Inc | +2.3% | +38.13% | Add |
| 9 | ARVN | Arvinas Inc | +2.2% | NEW | New buy |
| 10 | TISI | Team Inc | +1.9% | +391.14% | Add |
| 11 | MEC | Mayville Engineering Co Inc | +1.8% | NEW | New buy |
| 12 | UFI | Unifi Inc | +1.3% | +34.17% | Add |
| 13 | MLYS | Mineralys Therapeutics Inc | +0.6% | +21.39% | Add |
| 14 | CMPS | Compass Pathways PLC | +0.6% | +36.55% | Add |
| 15 | PMDI | Psychemedics CORP | +0.5% | NEW | New buy |
| 16 | PFX | Phenixfin CORP | +0.1% | — | Unchanged |
| 17 | SSKN | Strata Skin Sciences Inc | -0.1% | — | Unchanged |
| 18 | ELDN | Eledon Pharmaceuticals Inc | -0.2% | — | Unchanged |
| 19 | PMDUSD | Psychemedics CORP | -0.4% | EXIT | Sold out |
| 20 | CULP | Culp Inc | -1% | — | Unchanged |
| 21 | FB1 | Farmer Bros Co | -1% | — | Unchanged |
| 22 | NKTREUR | Nektar Therapeutics | -1% | EXIT | Sold out |
| 23 | KROS | Keros Therapeutics Inc | -1.2% | EXIT | Sold out |
| 24 | BBSI | Barrett Business Svcs Inc | -3.7% | EXIT | Sold out |
| 25 | STRL | Sterling Infrastructure Inc | -7.6% | EXIT | Sold out |
| 26 | LFCR | Lifecore Biomedical Inc | -18.4% | -84.95% | Trim |
According to official SEC Form 13F filings, 22nw, LP reported a total U.S. public equity portfolio value of $104.7M across 21 disclosed positions in Q2 2025.
During Q2 2025, 22nw, LP's top holdings by market value included FSTR (20.7%)、ANEB (16.1%)、SRI (9.9%). The largest single position, FSTR, represented 20.7% 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.
In terms of portfolio concentration, the top 5 core holdings (including FSTR, ANEB, SRI) accounted for 78.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
MGTX
市值: $3.8M
Top Position Liquidated / Trimmed
STRL
前期市值: $11.3M
In Q2 2025, 22nw, LP made 19 total portfolio adjustments, initiating 6 new buys, adding to 7 positions, trimming 1 holdings, and fully liquidating 5 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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