2L

22NW LP Portfolio holdings

AUM $212M
1-Year Est. Return 70.67%
This Quarter Est. Return
1 Year Est. Return
+70.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$323M
AUM Growth
-$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$4.51M
3 +$4.12M
4
LFCR icon
Lifecore Biomedical
LFCR
+$4.11M
5
MTW icon
Manitowoc
MTW
+$3M

Top Sells

1 +$21.9M
2 +$7.34M
3 +$6.18M
4
GYRE icon
Gyre Therapeutics
GYRE
+$5.87M

Sector Composition

1 Materials 28.02%
2 Industrials 26.74%
3 Technology 17.01%
4 Healthcare 12.85%
5 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-590,512
27
-150,000
28
-190,566