2L
22NW LP Portfolio holdings
AUM
$159M
This Quarter Return
+14.35%
1 Year Return
+22.55%
3 Year Return
+189.31%
5 Year Return
+436.21%
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(+15%)
Cap. Flow
+$10.8M
Cap. Flow
% of AUM
2.9%
Top 10 Holdings %
Top 10 Hldgs %
55.36%
Holding
42
New
6
Increased
9
Reduced
6
Closed
8
Top Buys
| 1 |
Anebulo Pharmaceuticals
ANEB
|
$22.8M |
| 2 |
Green Plains
GPRE
|
$13.8M |
| 3 |
Lifecore Biomedical
LFCR
|
$6.19M |
| 4 |
AFI
Armstrong Flooring, Inc.
AFI
|
$5.85M |
| 5 |
PhenixFIN
PFX
|
$4.81M |
Top Sells
| 1 |
CNR
Cornerstone Building Brands, Inc.
CNR
|
$10.1M |
| 2 |
Trinseo
TSE
|
$9.55M |
| 3 |
NUAN
Nuance Communications, Inc.
NUAN
|
$7.03M |
| 4 |
Cantaloupe
CTLP
|
$6.21M |
| 5 |
Lincoln Educational Services
LINC
|
$5.47M |
Sector Composition
| 1 | Materials | 29.45% |
| 2 | Industrials | 20.78% |
| 3 | Technology | 18.9% |
| 4 | Healthcare | 12.21% |
| 5 | Consumer Discretionary | 8.12% |
