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CIK: 0001694297
Total reported value
$104.7M
$104.7M
16 檔
90.0%
The Q1 2026 SEC filing reveals that 22nw, LP held a total portfolio value of $104.7M, covering 16 public equity positions.
In Q1 2026, 22nw, LP adopted a defensive or profit-taking posture, trimming 4 positions and completely liquidating 5 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FSTR, NKTR, LFCR) accounted for 90.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FSTR | Foster (lb) Co-a | Stock-Other | 20.41% | -20.41% | EXIT | |
| 2 | NKTR | Nektar Therapeutics | Stock-Other | 13.86% | +4.89% | -15.10% | |
| 3 | LFCR | Lifecore Biomedical Inc | Stock-Other | 12.93% | -12.92% | — | |
| 4 | NSP | Insperity Inc | Stock-Other | 9.14% | +10.31% | +411.94% | |
| 5 | MLYS | Mineralys Therapeutics Inc | Stock-Other | 8.25% | -5.32% | +24.00% | |
| 6 | SRI | Stoneridge Inc | Stock-Other | 8.17% | +9.08% | +12.51% | |
| 7 | FOXF | Fox Factory Holding CORP | Stock-Other | 7.65% | +3.33% | — | |
| 8 | CULP | Culp Inc | Stock-Other | 3.49% | +2.02% | — | |
| 9 | CMT | Core Molding Technologies In | Stock-Other | 3.42% | +2.75% | — | |
| 10 | RGNX | Regenxbio Inc | Stock-Other | 2.83% | +2.81% | -46.65% | |
| 11 | UFI | Unifi Inc | Stock-Other | 2.09% | +1.78% | — | |
| 12 | TISI | Team Inc | Stock-Other | 1.86% | +0.95% | — | |
| 13 | RZLT | Rezolute Inc | Stock-Other | 1.72% | +2.36% | — | |
| 14 | FB1 | Farmer Bros Co | Stock-Other | 1.70% | -1.70% | EXIT | |
| 15 | ELDN | Eledon Pharmaceuticals Inc | Stock-Other | 1.34% | +1.06% | — | |
| 16 | PFX | Phenixfin CORP | Stock-Other | 1.15% | -1.15% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NKTR | Nektar Therapeutics | +8% | -15.10% | Trim |
| 2 | NSP | Insperity Inc | +7.6% | +411.94% | Add |
| 3 | FSTR | Foster (lb) Co-a | +6.9% | -10.40% | Trim |
| 4 | LFCR | Lifecore Biomedical Inc | +3.2% | — | Unchanged |
| 5 | SRI | Stoneridge Inc | +2.8% | +12.51% | Add |
| 6 | MLYS | Mineralys Therapeutics Inc | +2.8% | +24.00% | Add |
| 7 | CMT | Core Molding Technologies In | +1.5% | — | Unchanged |
| 8 | ELDN | Eledon Pharmaceuticals Inc | +0.9% | — | Unchanged |
| 9 | RZLT | Rezolute Inc | +0.9% | — | Unchanged |
| 10 | TISI | Team Inc | +0.9% | — | Unchanged |
| 11 | UFI | Unifi Inc | +0.8% | — | Unchanged |
| 12 | CULP | Culp Inc | +0.7% | — | Unchanged |
| 13 | FB1 | Farmer Bros Co | +0.5% | — | Unchanged |
| 14 | PFX | Phenixfin CORP | -1% | -63.43% | Trim |
| 15 | RGNX | Regenxbio Inc | -2.8% | -46.65% | Trim |
| 16 | ANEB | Anebulo Pharmaceuticals Inc | — | EXIT | Sold out |
| 17 | FOXF | Fox Factory Holding CORP | — | NEW | New buy |
| 18 | MEC | Mayville Engineering Co Inc | — | EXIT | Sold out |
| 19 | MGTX | MeiraGTx Holdings plc | — | EXIT | Sold out |
| 20 | SSKN | Strata Skin Sciences Inc | — | EXIT | Sold out |
| 21 | PMDI | Psychemedics CORP | — | 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 16 disclosed positions in Q1 2026.
During Q1 2026, 22nw, LP's top holdings by market value included FSTR (20.4%)、NKTR (13.9%)、LFCR (12.9%). The largest single position, FSTR, represented 20.4% of total portfolio value.
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Top New Position Initiated
FOXF
市值: $11.2M
Top Position Liquidated / Trimmed
ANEB
前期市值: $84.8M
In Q1 2026, 22nw, LP made 13 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 4 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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