22Nw, Lp Top Holdings and 13F Report (2026) About 22Nw, LpInvestment Activity22Nw, Lp has $145.91 million in total holdings as of March 31, 2026.22Nw, Lp owns shares of 16 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 17.51% of the portfolio was purchased this quarter.About 76.68% of the portfolio was sold this quarter.This quarter, 22Nw, Lp has purchased 20 new stocks and bought additional shares in 3 stocks.22Nw, Lp sold shares of 4 stocks and completely divested from 5 stocks this quarter.Largest Holdings L.B. Foster $29,774,489NEKTAR THERAPEUTICS $20,226,224Lifecore Biomedical $18,866,301Insperity $13,330,720Mineralys Therapeutics $12,036,764 Largest New Holdings this Quarter 35138V102 - Fox Factory $11,162,596 Holding Largest Purchases this Quarter Fox Factory 678,165 shares (about $11.16M)Insperity 396,700 shares (about $10.73M)Mineralys Therapeutics 86,000 shares (about $2.33M)Stoneridge 274,211 shares (about $1.32M) Largest Sales this Quarter REGENXBIO 430,920 shares (about $3.61M)NEKTAR THERAPEUTICS 50,000 shares (about $3.60M)L.B. Foster 123,860 shares (about $3.46M)PhenixFIN 74,770 shares (about $2.92M) 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$29,774,489$3,455,694 â–¼-10.4%1,067,18620.4%Basic MaterialsNEKTAR THERAPEUTICS$20,226,224$3,597,500 â–¼-15.1%281,11513.9%COM NEWLFCRLifecore Biomedical$18,866,3010.0%1,25412.9%MedicalNSPInsperity$13,330,720$10,726,768 â–²411.9%493,0009.1%Business ServicesMLYSMineralys Therapeutics$12,036,764$2,329,740 â–²24.0%444,3258.2%MedicalSRIStoneridge$11,915,489$1,324,439 â–²12.5%2,466,9758.2%Computer and TechnologyFOXFFox Factory$11,162,596$11,162,596 â–²New Holding678,1657.7%Auto/Tires/TrucksCULPCulp$5,093,8270.0%1,859,0613.5%Consumer DiscretionaryCMTCore Molding Technologies$4,989,3310.0%222,7383.4%IndustrialsRGNXREGENXBIO$4,129,320$3,611,109 â–¼-46.7%492,7592.8%MedicalUFIUnifi$3,043,2640.0%852,4552.1%IndustrialsTISITeam$2,712,7810.0%170,1871.9%ConstructionRZLTRezolute$2,502,9920.0%820,6531.7%MedicalFARMFarmer Brothers$2,483,5180.0%1,955,5261.7%Retail/WholesaleELDNEledon Pharmaceuticals$1,960,0010.0%636,3641.3%MedicalPFXPhenixFIN$1,684,072$2,920,516 â–¼-63.4%43,1151.2%FinanceANEBAnebulo Pharmaceuticals$0$84,760,804 â–¼-100.0%00.0%MedicalMECMayville Engineering$0$7,755,322 â–¼-100.0%00.0%ConstructionMGTXMeiraGTx$0$4,662,826 â–¼-100.0%00.0%MedicalSTRATA SKIN SCIENCES INC$0$676,614 â–¼-100.0%00.0%COMPSYCHEMEDICS CORPORATION CMN$0$441,654 â–¼-100.0%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 Email Me a Login Link 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.
