2L
22NW LP Portfolio holdings
AUM
$159M
This Quarter Return
+10.93%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$167M
AUM Growth
–
Cap. Flow
+$167M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.04%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
BERY
Berry Global Group, Inc.
BERY
|
$10.9M |
| 2 |
Sterling Infrastructure
STRL
|
$8.76M |
| 3 |
TAST
Carrols Restaurant Group, Inc.
TAST
|
$7.84M |
| 4 |
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% |
