22NW, LP 13F Holdings

CIK 000230788 · SEATTLE, WA

As of Sep 30, 2025, 22NW, LP reported 21 positions worth $212.3M in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
ANEBULO PHARMACEUTICALS INCANEBHealthcare15,467,300$38.7M18.22%
FOSTER L B COFSTRIndustrials1,313,121$35.4M16.67%
LIFECORE BIOMEDICAL INCLFCRHealthcare1,254$20.1M9.49%
NEKTAR THERAPEUTICSNKTRHealthcare331,115 8.8M8.88%
STONERIDGE INCSRIConsumer Cyclical2,105,600 6.0M7.56%
MINERALYS THERAPEUTICS INCMLYSHealthcare358,325 3.6M6.40%
REGENXBIO INCRGNXHealthcare923,679$8.9M4.20%
CULP INCCULPConsumer Cyclical1,859,061$8.3M3.91%
REZOLUTE INCRZLTHealthcare820,653$7.7M3.63%
DHI GROUP INCDHXTechnology2,036,988$5.7M2.67%
PHENIXFIN CORPPFXFinancial Services117,885$5.6M2.64%
MAYVILLE ENGINEERING COMPANY INCMECIndustrials399,890$5.5M2.59%
MEIRAGTX HOLDINGS PLCMGTXHealthcare586,519$4.8M2.27%
UNIFI INCUFIConsumer Cyclical977,639$4.7M2.19%
CORE MOLDING TECHNOLOGIES INCMTBasic Materials222,738$4.6M2.16%
AEBI SCHMIDT HLDG AG FAEBIIndustrials347,840$4.3M2.04%
FARMER BROTHERS COFARMConsumer Defensive1,955,526$3.3M1.58%
TEAM INCTISIIndustrials170,187$2.8M1.33%
ELEDON PHARMACEUTICALS INCELDNHealthcare636,364 .6M0.78%
STRATA SKIN SCIENCES INCSSKNHealthcare536,995 .1M0.52%
PSYCHEMEDICS CORPORATION CMNPMDI—276,034$582.4K0.27%