2L
22NW LP Portfolio holdings
AUM
$159M
This Quarter Return
+2.81%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$173M
AUM Growth
+$173M
(+3.7%)
Cap. Flow
+$5.98M
Cap. Flow
% of AUM
3.46%
Top 10 Holdings %
Top 10 Hldgs %
39.84%
Holding
113
New
9
Increased
33
Reduced
9
Closed
20
Top Buys
| 1 |
BERY
Berry Global Group, Inc.
BERY
|
$8.43M |
| 2 |
Radiant Logistics
RLGT
|
$2.67M |
| 3 |
HIL
Hill International, Inc. Common Stock
HIL
|
$1.72M |
| 4 |
DMC Global
BOOM
|
$1.51M |
| 5 |
PHLT
Performant Healthcare, Inc. Common Stock
PHLT
|
$1.21M |
Top Sells
| 1 |
AEPI
AEP Industries Inc
AEPI
|
$4.46M |
| 2 |
Blackstone Mortgage Trust
BXMT
|
$1.83M |
| 3 |
Xerox
XRX
|
$1.36M |
| 4 |
TLRD
Tailored Brands, Inc.
TLRD
|
$1.26M |
| 5 |
SIEN
Sientra, Inc.
SIEN
|
$1.13M |
Sector Composition
| 1 | Industrials | 29.29% |
| 2 | Materials | 17.64% |
| 3 | Financials | 11.86% |
| 4 | Consumer Discretionary | 10.75% |
| 5 | Technology | 9.73% |
