22nw
$105M 13F equity value
17 Holdings
Quarter ended June 30, 2026
The latest 13F on file for 22nw covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NSP | INSPERITY INC | 493,000 | $20M | 19.5% |
| NKTR | NEKTAR THERAPEUTICS | 281,115 | $20M | 18.7% |
| SRI | STONERIDGE INC | 2,466,975 | $18M | 17.3% |
| FOXF | FOX FACTORY HLDG CORP | 678,165 | $11M | 11.0% |
| CMT | CORE MOLDING TECHNOLOGIES IN | 273,521 | $6M | 6.2% |
| RGNX | REGENXBIO INC | 492,759 | $6M | 5.6% |
| CULP | CULP INC | 1,859,061 | $6M | 5.5% |
| RZLT | REZOLUTE INC | 820,653 | $4M | 4.1% |
| UFI | UNIFI INC | 852,455 | $4M | 3.9% |
| MLYS | MINERALYS THERAPEUTICS INC | 113,840 | $3M | 2.9% |
Track 22nw's 13F portfolio: $105M in reported holdings, 17 positions. Top holdings and quarterly changes on SentiSense.
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