account_balance
Investment manager · 13F filer · SEC CIK 1694297
22nw, LP
Reported value$105Mas of Jun 30, 2026
Positions14 1 new, 3 sold out
Top 10 weight94.6%NSP alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NSPInsperity Inc
19.5%
NKTRNektar Therapeutics
18.7%
SRIStoneridge Inc
17.3%
FOXFFox Factory HLDG Corp
11.0%
CMTCore Molding Technologies In
6.2%Added +23%
RGNXRegenxbio Inc
5.6%
CULPCulp Inc
5.5%
RZLTRezolute Inc
4.1%
UFIUnifi Inc
3.9%
MLYSMineralys Therapeutics Inc
2.9%Trimmed −74%
TISITeam Inc
2.8%
ELDN2.4%NSPInsperity Inc
19.5%
NKTRNektar Therapeutics
18.7%
SRIStoneridge Inc
17.3%
FOXFFox Factory HLDG Corp
11.0%
CMT6.2%RGNX5.6%CULP5.5%RZLT4.1%UFI3.9%MLYSTISIELDNBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NSP Insperity Inc 19.5% HeldNKTR Nektar Therapeutics 18.7% HeldSRI Stoneridge Inc 17.3% HeldFOXF Fox Factory HLDG Corp 11.0% HeldCMT Core Molding Technologies In 6.2% Added +23%RGNX Regenxbio Inc 5.6% HeldCULP Culp Inc 5.5% HeldRZLT Rezolute Inc 4.1% HeldUFI Unifi Inc 3.9% HeldMLYS Mineralys Therapeutics Inc 2.9% Trimmed −74%TISI Team Inc 2.8% HeldELDN Eledon Pharmaceuticals Inc 2.4% Held
What changed