22NW, LP

Fundamental concentrated ★Highest signal CIK 1694297
League rank
#113
in Fundamental concentrated · #171 overall
Long book
$145.9M
Q1 2026
Positions
16
Top-10 weight
90%
concentration
Last quarter
+31.4%
SPY +14.8%
Turnover
29%
of book per quarter

Strategy in plain words

auto-generated from filings

22NW, LP is a concentrated fundamental stock-picker, running a $145.9M US long book across 16 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: FOSTER (LB) CO-A, NEKTAR THERAPEUTICS, LIFECORE BIOMEDICAL INC, INSPERITY INC, MINERALYS THERAPEUTICS INC.

Over the last 9 quarters its long book ran on average 1pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-8.0%
Q2 2024
-0.4%
Q3 2024
+18.6%
Q4 2024
-17.0%
Q1 2025
+20.3%
Q2 2025
+28.9%
Q3 2025
-17.8%
Q4 2025
-6.6%
Q1 2026
+31.4%

Sector allocation

Healthcare
41%
Consumer discretionary
20%
Industrials
16%
Other
12%
Services media
11%

Long book by quarter

$116.1M
Q1 2024
$117.2M
Q2 2024
$119.3M
Q3 2024
$158.5M
Q4 2024
$149.1M
Q1 2025
$158.8M
Q2 2025
$212.3M
Q3 2025
$237.6M
Q4 2025
$145.9M
Q1 2026

What does 22NW, LP own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
FSTR FOSTER (LB) CO-AConsumer discretionary1.1M$29.8M20.4%-10.4%
NKTR NEKTAR THERAPEUTICSHealthcare281.1K$20.2M13.9%-15.1%
LFCR LIFECORE BIOMEDICAL INCHealthcare1.3K$18.9M12.9%Held
NSP INSPERITY INCServices media493.0K$13.3M9.1%+411.9%
MLYS MINERALYS THERAPEUTICS INCHealthcare444.3K$12.0M8.2%+24.0%
SRI STONERIDGE INCIndustrials2.5M$11.9M8.2%+12.5%
FOXF FOX FACTORY HOLDING CORPIndustrials678.2K$11.2M7.7%New
CULP CULP INCOther1.9M$5.1M3.5%Held
CMT CORE MOLDING TECHNOLOGIES INOther222.7K$5.0M3.4%Held
RGNX REGENXBIO INCHealthcare492.8K$4.1M2.8%-46.7%
UFI UNIFI INCOther852.5K$3.0M2.1%Held
TISI TEAM INCServices media170.2K$2.7M1.9%Held
RZLT REZOLUTE INCHealthcare820.7K$2.5M1.7%Held
FB1 FARMER BROS CO2.0M$2.5M1.7%Held
ELDN ELEDON PHARMACEUTICALS INCHealthcare636.4K$2.0M1.3%Held
PFX PHENIXFIN CORP43.1K$1.7M1.2%-63.4%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202616$145.9M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202620$237.6M canonicalSEC ↗
Q3 202513F-HRNov 14, 202521$212.3M canonicalSEC ↗
Q2 202513F-HRAug 14, 202521$158.8M canonicalSEC ↗
Q1 202513F-HRMay 14, 202520$149.1M canonicalSEC ↗
Q4 202413F-HRFeb 14, 202516$158.5M canonicalSEC ↗
Q3 202413F-HRNov 14, 202413$119.3M canonicalSEC ↗
Q2 202413F-HRAug 14, 202413$117.2M canonicalSEC ↗
Q1 202413F-HRMay 15, 202413$116.1M canonicalSEC ↗