22Nw, Lp Top Holdings and 13F Report (2025) About 22Nw, LpInvestment Activity22Nw, Lp has $158.81 million in total holdings as of June 30, 2025.22Nw, Lp owns shares of 21 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 18.31% of the portfolio was purchased this quarter.About 93.46% of the portfolio was sold this quarter.This quarter, 22Nw, Lp has purchased 20 new stocks and bought additional shares in 7 stocks.22Nw, Lp sold shares of 1 stock and completely divested from 5 stocks this quarter.Largest Holdings L.B. Foster $28,717,956Lifecore Biomedical $22,628,281Anebulo Pharmaceuticals $22,272,912Stoneridge $13,682,296DHI Group $9,800,813 Largest New Holdings this Quarter G59665102 - MeiraGTx $3,824,104 Holding640268306 - NEKTAR THERAPEUTICS $3,775,612 Holding218683100 - Core Molding Technologies $3,172,373 Holding04335A105 - Arvinas $3,043,603 Holding578605107 - Mayville Engineering $2,480,982 Holding Largest Purchases this Quarter MeiraGTx 586,519 shares (about $3.82M)NEKTAR THERAPEUTICS 146,115 shares (about $3.78M)Core Molding Technologies 191,222 shares (about $3.17M)Arvinas 413,533 shares (about $3.04M)Mayville Engineering 155,450 shares (about $2.48M) Largest Sales this Quarter Lifecore Biomedical 1,490,981 shares (about $127.71M) 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 PortfolioSectorFSTRL.B. Foster$28,717,9560.0%1,313,12118.1%Basic MaterialsLFCRLifecore Biomedical$22,628,281$127,709,656 ▼-84.9%264,18014.2%MedicalANEBAnebulo Pharmaceuticals$22,272,9120.0%15,467,30014.0%MedicalSRIStoneridge$13,682,296$2,223,619 ▲19.4%1,943,5088.6%Computer and TechnologyDHXDHI Group$9,800,813$2,067,993 ▲26.7%3,299,9376.2%Computer and TechnologyRGNXREGENXBIO$7,583,405$2,093,550 ▲38.1%923,6794.8%MedicalMLYSMineralys Therapeutics$7,577,368$1,335,384 ▲21.4%560,0424.8%MedicalCULPCulp$7,306,1100.0%1,859,0614.6%Consumer DiscretionaryPFXPhenixFIN$5,978,6850.0%117,8853.8%FinanceUFIUnifi$5,123,613$1,305,000 ▲34.2%981,5353.2%IndustrialsMGTXMeiraGTx$3,824,104$3,824,104 ▲New Holding586,5192.4%MedicalNEKTAR THERAPEUTICS$3,775,612$3,775,612 ▲New Holding146,1152.4%COM NEWCMTCore Molding Technologies$3,172,373$3,172,373 ▲New Holding191,2222.0%IndustrialsTISITeam$3,113,838$2,479,841 ▲391.1%171,0902.0%ConstructionARVNArvinas$3,043,603$3,043,603 ▲New Holding413,5331.9%MedicalFARMFarmer Brothers$2,679,0710.0%1,955,5261.7%Retail/WholesaleMECMayville Engineering$2,480,982$2,480,982 ▲New Holding155,4501.6%ConstructionCMPSCOMPASS Pathways$2,471,963$661,598 ▲36.5%882,8441.6%MedicalELDNEledon Pharmaceuticals$1,724,5460.0%636,3641.1%MedicalSTRATA SKIN SCIENCES INC$1,231,1330.0%536,9950.8%COMPSYCHEMEDICS CORPORATION CMN$618,316$618,316 ▲New Holding276,0340.4%COMSTRLSterling Infrastructure$0$11,296,433 ▼-100.0%00.0%ConstructionBBSIBarrett Business Services$0$5,450,400 ▼-100.0%00.0%Business ServicesKROSKeros Therapeutics$0$1,824,010 ▼-100.0%00.0%MedicalNKTRNektar Therapeutics$0$1,490,390 ▼-100.0%00.0%MedicalPMDPsychemedics$0$643,159 ▼-100.0%00.0%MedicalShowing 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. 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