22Nw, Lp Top Holdings and 13F Report (2025) About 22Nw, LpInvestment Activity22Nw, Lp has $149.09 million in total holdings as of March 31, 2025.22Nw, Lp owns shares of 20 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.21% of the portfolio was purchased this quarter.About 8.33% of the portfolio was sold this quarter.This quarter, 22Nw, Lp has purchased 16 new stocks and bought additional shares in 3 stocks.22Nw, Lp sold shares of 1 stock and completely divested from 3 stocks this quarter.Largest Holdings Lifecore Biomedical $29,820,465L.B. Foster $25,842,221Anebulo Pharmaceuticals $20,107,490Sterling Infrastructure $11,296,433Culp $9,295,305 Largest New Holdings this Quarter 603170101 - Mineralys Therapeutics $7,326,143 Holding75901B107 - REGENXBIO $4,781,055 Holding28617K101 - Eledon Pharmaceuticals $2,157,274 Holding20451W101 - COMPASS Pathways $1,849,159 Holding492327101 - Keros Therapeutics $1,824,010 Holding Largest Purchases this Quarter Mineralys Therapeutics 461,344 shares (about $7.33M)Stoneridge 1,284,866 shares (about $5.90M)REGENXBIO 668,679 shares (about $4.78M)Unifi 497,758 shares (about $2.39M)Eledon Pharmaceuticals 636,364 shares (about $2.16M) Largest Sales this Quarter Barrett Business Services 132,452 shares (about $5.45M) Sector Allocation Over TimeMap of 500 Largest Holdings of22Nw, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLFCRLifecore Biomedical$29,820,4650.0%1,755,16120.0%MedicalFSTRL.B. Foster$25,842,2210.0%1,313,12117.3%Basic MaterialsANEBAnebulo Pharmaceuticals$20,107,4900.0%15,467,30013.5%MedicalSTRLSterling Infrastructure$11,296,4330.0%99,7837.6%ConstructionCULPCulp$9,295,305$1,171,730 ▲14.4%1,859,0616.2%Consumer DiscretionarySRIStoneridge$7,470,927$5,897,535 ▲374.8%1,627,6535.0%Computer and TechnologyMLYSMineralys Therapeutics$7,326,143$7,326,143 ▲New Holding461,3444.9%MedicalPFXPhenixFIN$6,249,5320.0%117,8854.2%FinanceBBSIBarrett Business Services$5,450,400$5,450,400 ▼-50.0%132,4523.7%Business ServicesRGNXREGENXBIO$4,781,055$4,781,055 ▲New Holding668,6793.2%MedicalFARMFarmer Bros.$4,341,2680.0%1,955,5262.9%Retail/WholesaleDHXDHI Group$3,619,0640.0%2,603,6432.4%Computer and TechnologyUFIUnifi$3,518,683$2,394,216 ▲212.9%731,5352.4%IndustrialsELDNEledon Pharmaceuticals$2,157,274$2,157,274 ▲New Holding636,3641.4%MedicalCMPSCOMPASS Pathways$1,849,159$1,849,159 ▲New Holding646,5591.2%MedicalKROSKeros Therapeutics$1,824,010$1,824,010 ▲New Holding179,0001.2%MedicalNKTRNektar Therapeutics$1,490,3900.0%2,191,7501.0%MedicalSTRATA SKIN SCIENCES INC$1,417,6670.0%536,9951.0%COMPMDPsychemedics$643,159$643,159 ▲New Holding276,0340.4%MedicalTISITeam$589,408$589,408 ▲New Holding34,8350.4%ConstructionMTWManitowoc$0$3,251,330 ▼-100.0%00.0%IndustrialsLNTHLantheus$0$3,091,917 ▼-100.0%00.0%MedicalPSYCHEMEDICS CORPORATION CMN$0$618,316 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
