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
$167M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$8.76M
3 +$7.84M
4
EZPW icon
Ezcorp Inc
EZPW
+$6.38M
5
TRIB
Trinity Biotech
TRIB
+$4.98M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.02%
2 Materials 16.27%
3 Financials 13.05%
4 Technology 11.34%
5 Consumer Discretionary 11.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$289K 0.17%
+29,603
102
$279K 0.17%
+10,857
103
$143K 0.09%
+26,385
104
$125K 0.07%
+24,232