22NW LP Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Insperity
NSP
|
+$12.8M |
| 2 |
Fox Factory Holding Corp
FOXF
|
+$12.3M |
| 3 |
Mineralys Therapeutics
MLYS
|
+$2.52M |
| 4 |
Stoneridge
SRI
|
+$1.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ANEB
Anebulo Pharmaceuticals
ANEB
|
+$84.8M |
| 2 |
Mayville Engineering Co
MEC
|
+$7.76M |
| 3 |
MeiraGTx Holdings
MGTX
|
+$4.66M |
| 4 |
Regenxbio
RGNX
|
+$4.53M |
| 5 |
Foster
FSTR
|
+$3.66M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 40.93% |
| 2 | Industrials | 31.4% |
| 3 | Consumer Discretionary | 21.39% |
| 4 | Materials | 3.42% |
| 5 | Consumer Staples | 1.7% |
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22NW LP's Q1 2026 Portfolio in Review
As of Q1 2026, 22NW LP held 21 positions worth $146M, down 39% from $238M the previous quarter. Its ten largest holdings account for 90% of the portfolio.
22NW LP withdrew a net $83.1M in Q1 2026, closing 5 positions and reducing 4 holdings. Its most notable exit was Anebulo Pharmaceuticals, an estimated $84.8M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 41% of assets, down from 66% a quarter earlier, followed by Industrials and Consumer Discretionary.
Against the trend, 22NW LP opened a new position in Fox Factory Holding Corp worth $11.2M.
- 22NW LP's largest Q1 2026 buy was Fox Factory Holding Corp: 678,165 shares worth $11.2M.
- 22NW LP added most to Insperity in Q1 2026, an estimated $12.8M increase.
- 22NW LP's biggest Q1 2026 reduction was Regenxbio, cutting an estimated $4.53M.
- 22NW LP fully exited Anebulo Pharmaceuticals in Q1 2026, selling an estimated $84.8M.
- 22NW LP's ten largest holdings make up 90% of its $146M portfolio in Q1 2026.
- 22NW LP opened 1 new position and closed 5 in Q1 2026.
- 22NW LP's portfolio value fell 39% quarter-over-quarter to $146M.
Based on 22NW LP's 13F filing for Q1 2026, filed 15 May 2026.