2L
22NW LP Portfolio holdings
AUM
$159M
This Quarter Return
-13.21%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(-32%)
Cap. Flow
-$52.8M
Cap. Flow
% of AUM
-28.03%
Top 10 Holdings %
Top 10 Hldgs %
76.45%
Holding
26
New
1
Increased
1
Reduced
–
Closed
6
Top Buys
| 1 |
Lifecore Biomedical
LFCR
|
$1.18M |
| 2 |
LIAN
LianBio American Depositary Shares
LIAN
|
$305K |
Top Sells
| 1 |
HBP
Huttig Building Products, Inc.
HBP
|
$22.7M |
| 2 |
AdvanSix
ASIX
|
$19.7M |
| 3 |
AFI
Armstrong Flooring, Inc.
AFI
|
$4.57M |
| 4 |
Gulf Island Fabrication
GIFI
|
$3.74M |
| 5 |
HIL
Hill International, Inc. Common Stock
HIL
|
$3.37M |
Sector Composition
| 1 | Industrials | 24.29% |
| 2 | Healthcare | 21.58% |
| 3 | Technology | 18.71% |
| 4 | Materials | 16.32% |
| 5 | Consumer Discretionary | 13.3% |