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
$203M
AUM Growth
+$32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$5.19M
2
+$4.87M
3
+$4.84M
4
HIL
Hill International, Inc. Common Stock
HIL
+$4.67M
5
TESS
Tessco Technologies Inc
TESS
+$3.79M

Top Sells

1
+$4.05M
2
+$2.03M
3
+$2.03M
4
BOOM icon
DMC Global
BOOM
+$1.77M
5
CROX icon
Crocs
CROX
+$1.59M

Sector Composition

1 Industrials 41.65%
2 Materials 15.71%
3 Technology 8.96%
4 Financials 7.72%
5 Consumer Staples 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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90
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91
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-80,865
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