2L

22NW LP Portfolio holdings

AUM $159M
1-Year Est. Return 22.55%
This Quarter Est. Return
1 Year Est. Return
+22.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$753K
2 +$152K
3 +$8.51K

Top Sells

1 +$16.8M
2 +$6.36M
3 +$4.71M
4
HIL
Hill International, Inc. Common Stock
HIL
+$832K
5
GIFI icon
Gulf Island Fabrication
GIFI
+$453K

Sector Composition

1 Industrials 30.75%
2 Materials 20.89%
3 Healthcare 17.81%
4 Technology 14.64%
5 Consumer Discretionary 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-593,018