2L
22NW LP Portfolio holdings
AUM
$159M
1-Year Return
22.55%
This Quarter Return
+9.48%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$203M
AUM Growth
+$32M
(+19%)
Cap. Flow
+$21.3M
Cap. Flow
% of AUM
10.47%
Top 10 Holdings %
Top 10 Hldgs %
46.95%
Holding
91
New
6
Increased
32
Reduced
2
Closed
26
Top Buys
| 1 |
LAYN
Layne Christensen Co
LAYN
|
$5.19M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$4.87M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$4.84M |
| 4 |
HIL
Hill International, Inc. Common Stock
HIL
|
$4.67M |
| 5 |
TESS
Tessco Technologies Inc
TESS
|
$3.79M |
Top Sells
| 1 |
FIG
Fortress Investment Group Llc
FIG
|
$4.05M |
| 2 |
Geospace Technologies
GEOS
|
$2.03M |
| 3 |
Rocky Brands
RCKY
|
$2.03M |
| 4 |
DMC Global
BOOM
|
$1.77M |
| 5 |
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% |
