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
$141M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.38M
3
+$2.21M
4
WTTR icon
Select Water Solutions
WTTR
+$2.12M
5
PCOM
Points.com Inc. Common Shares
PCOM
+$1.16M

Top Sells

1
+$5.35M
2
+$4.25M
3
+$3.83M
4
MTRX icon
Matrix Service
MTRX
+$3.58M
5
ACNT icon
Ascent Industries
ACNT
+$3.21M

Sector Composition

1 Industrials 38.32%
2 Healthcare 14.46%
3 Technology 14.08%
4 Consumer Staples 9.53%
5 Consumer Discretionary 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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57
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58
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61
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62
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