22NW, LP
Top Portfolio Positions
16 positions ·
$127,050,048 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| FSTR |
Foster L B Co
Industrials
|
1,067,186 | $29,774,489 | 23.44% | |
| NKTR |
Nektar Therapeutics
Healthcare
|
281,115 | $20,226,224 | 15.92% | |
| NSP |
Insperity, Inc.
Industrials
|
493,000 | $13,330,720 | 10.49% | |
| MLYS |
Mineralys Therapeutics, Inc.
Healthcare
|
444,325 | $12,036,764 | 9.47% | |
| SRI |
Stoneridge Inc
Consumer Cyclical
|
2,466,975 | $11,915,489 | 9.38% | |
| FOXF |
Fox Factory Holding Corp
Consumer Cyclical
|
678,165 | $11,162,595 | 8.79% | |
| CULP |
Culp Inc
Consumer Cyclical
|
1,859,061 | $5,093,827 | 4.01% | |
| CMT |
Core Molding Technologies Inc
Basic Materials
|
222,738 | $4,989,331 | 3.93% | |
| RGNX |
REGENXBIO Inc.
Healthcare
|
492,759 | $4,129,320 | 3.25% | |
| UFI |
Unifi Inc
Consumer Cyclical
|
852,455 | $3,043,264 | 2.40% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MLYS
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,036,764 | 444,325 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,003,614 | 358,325 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,587,684 | 358,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,577,368 | 560,042 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,326,142 | 461,344 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||