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
$188M
AUM Growth
-$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.18M
2 +$305K

Top Sells

1 +$22.7M
2 +$19.7M
3 +$4.57M
4
GIFI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,133,291