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CIK: 0001694297
Total reported value
$104.7M
$104.7M
20 檔
159.7%
In Q4 2025, 22nw, LP's U.S. equity holdings reached a combined market value of $104.7M, distributed across 20 disclosed stock positions.
In Q4 2025, 22nw, LP adopted a defensive or profit-taking posture, trimming 2 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including ANEB, FSTR, LFCR) accounted for 159.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ANEB | Anebulo Pharmaceuticals Inc | Stock-Other | 35.68% | — | — | |
| 2 | FSTR | Foster (lb) Co-a | Stock-Other | 13.51% | -20.41% | EXIT | |
| 3 | LFCR | Lifecore Biomedical Inc | Stock-Other | 9.69% | -12.92% | — | |
| 4 | NKTR | Nektar Therapeutics | Stock-Other | 5.89% | +4.89% | — | |
| 5 | RGNX | Regenxbio Inc | Stock-Other | 5.60% | +2.81% | — | |
| 6 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 5.47% | -5.32% | — | |
| 7 | SRI | Stoneridge Inc | Stock-Other | 5.34% | +9.08% | +4.14% | |
| 8 | MEC | Mayville Engineering Co Inc | Stock-Other | 3.26% | — | +3.60% | |
| 9 | CULP | Culp Inc | Stock-Other | 2.79% | +2.02% | — | |
| 10 | PFX | Phenixfin CORP | Stock-Other | 2.19% | -1.15% | EXIT | |
| 11 | MGTX | MeiraGTx Holdings plc | Stock-Other | 1.96% | — | — | |
| 12 | CMT | Core Molding Technologies In | Stock-Other | 1.88% | +2.75% | — | |
| 13 | NSP | Insperity Inc | Stock-Other | 1.57% | +10.31% | — | |
| 14 | UFI | Unifi Inc | Stock-Other | 1.26% | +1.78% | -12.80% | |
| 15 | FB1 | Farmer Bros Co | Stock-Other | 1.20% | -1.70% | EXIT | |
| 16 | TISI | Team Inc | Stock-Other | 1.01% | +0.95% | — | |
| 17 | RZLT | Rezolute Inc | Stock-Other | 0.82% | +2.36% | — | |
| 18 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 0.40% | +1.06% | — | |
| 19 | SSKN | Strata Skin Sciences Inc | Stock-Other | 0.28% | — | — | |
| 20 | PMDI | Psychemedics CORP | Stock-Other | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANEB | Anebulo Pharmaceuticals Inc | +17.5% | — | Unchanged |
| 2 | RGNX | Regenxbio Inc | +1.4% | — | Unchanged |
| 3 | MEC | Mayville Engineering Co Inc | +0.7% | +3.60% | Add |
| 4 | LFCR | Lifecore Biomedical Inc | +0.2% | — | Unchanged |
| 5 | PMDI | Psychemedics CORP | -0.1% | — | Unchanged |
| 6 | SSKN | Strata Skin Sciences Inc | -0.2% | — | Unchanged |
| 7 | CMT | Core Molding Technologies In | -0.3% | — | Unchanged |
| 8 | MGTX | MeiraGTx Holdings plc | -0.3% | — | Unchanged |
| 9 | TISI | Team Inc | -0.3% | — | Unchanged |
| 10 | ELDN | Eledon Pharmaceuticals Inc | -0.4% | — | Unchanged |
| 11 | FB1 | Farmer Bros Co | -0.4% | — | Unchanged |
| 12 | PFX | Phenixfin CORP | -0.5% | — | Unchanged |
| 13 | UFI | Unifi Inc | -0.9% | -12.80% | Trim |
| 14 | MLYS | Mineralys Therapeutics Inc | -0.9% | — | Unchanged |
| 15 | CULP | Culp Inc | -1.1% | — | Unchanged |
| 16 | SRI | Stoneridge Inc | -2.2% | +4.14% | Add |
| 17 | RZLT | Rezolute Inc | -2.8% | — | Unchanged |
| 18 | NKTR | Nektar Therapeutics | -3% | — | Unchanged |
| 19 | FSTR | Foster (lb) Co-a | -3.2% | -9.30% | Trim |
| 20 | DHX | Dhi Group Inc | — | EXIT | Sold out |
| 21 | ✓ | Aebi Schmidt Hldg AG | — | EXIT | Sold out |
| 22 | NSP | Insperity Inc | — | NEW | New buy |
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 Q4 2025.
During Q4 2025, 22nw, LP's top holdings by market value included ANEB (35.7%)、FSTR (13.5%)、LFCR (9.7%). The largest single position, ANEB, represented 35.7% of total portfolio value.
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Top New Position Initiated
NSP
市值: $3.7M
Top Position Liquidated / Trimmed
DHX
前期市值: $5.7M
In Q4 2025, 22nw, LP made 7 total portfolio adjustments, initiating 1 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 2 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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