Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

22NW, LP 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: 22NW, LP 13F Holdings (2026-03-31)
Creator: ko.io

22NW, LP (CIK 1694297) reported $145.9M across 16 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FSTR ($29.8M, 20.41%), NKTR ($20.2M, 13.86%), LFCR ($18.9M, 12.93%), NSP ($13.3M, 9.14%), MLYS ($12.0M, 8.25%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	FSTR	FOSTER L B CO	$29.8M	20.41%	1.1M	Trimmed
2	NKTR	NEKTAR THERAPEUTICS	$20.2M	13.86%	281,115	Trimmed
3	LFCR	LIFECORE BIOMEDICAL INC	$18.9M	12.93%	1,254	Hold
4	NSP	INSPERITY INC	$13.3M	9.14%	493,000	Added
5	MLYS	MINERALYS THERAPEUTICS INC	$12.0M	8.25%	444,325	Added
6	SRI	STONERIDGE INC	$11.9M	8.17%	2.5M	Added
7	FOXF	FOX FACTORY HLDG CORP	$11.2M	7.65%	678,165	New
8	CULP	CULP INC	$5.1M	3.49%	1.9M	Hold
9	CMT	CORE MOLDING TECHNOLOGIES IN	$5.0M	3.42%	222,738	Hold
10	RGNX	REGENXBIO INC	$4.1M	2.83%	492,759	Trimmed
11	UFI	UNIFI INC	$3.0M	2.09%	852,455	Hold
12	TISI	TEAM INC	$2.7M	1.86%	170,187	Hold
13	RZLT	REZOLUTE INC	$2.5M	1.72%	820,653	Hold
14	FARM	FARMER BROS CO	$2.5M	1.70%	2.0M	Hold
15	ELDN	ELEDON PHARMACEUTICALS INC	$2.0M	1.34%	636,364	Hold
16	PFX	PHENIXFIN CORP	$1.7M	1.15%	43,115	Trimmed
17	ANEB	ANEBULO PHARMACEUTICALS INC	$0	0.00%	0	Exited
18	MEC	MAYVILLE ENGR CO INC	$0	0.00%	0	Exited
19	PMDI	PSYCHEMEDICS CORPORATION CMN	$0	0.00%	0	Exited
20	SSKN	STRATA SKIN SCIENCES INC	$0	0.00%	0	Exited
21	MGTX	MEIRAGTX HLDGS PLC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2026-03-31