Institutional Fund
22nw, LP
Seattle, WACIK 16942975 filings on record
Portfolio Value
$145.91M
Q1 2026
Holdings
16
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-38.6%
from $237.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Foster L B Co20.4%
- Nektar Therapeutics13.9%
- Lifecore Biomedical Inc12.9%
- Insperity Inc9.1%
- Mineralys Therapeutics Inc8.2%
- Stoneridge Inc8.2%
- Other27.3%
Portfolio Holdings
16 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Foster L B Co | 1.07M | $29.77M | 20.4% | −123.9K | Reduced |
| 2 | Nektar Therapeutics | 281.1K | $20.23M | 13.9% | −50.0K | Reduced |
| 3 | Lifecore Biomedical Inc | 1.3K | $18.87M | 12.9% | 0 | Held |
| 4 | Insperity Inc | 493.0K | $13.33M | 9.1% | +396.7K | Added |
| 5 | Mineralys Therapeutics Inc | 444.3K | $12.04M | 8.2% | +86.0K | Added |
| 6 | Stoneridge Inc | 2.47M | $11.92M | 8.2% | +274.2K | Added |
| 7 | Fox Factory Hldg Corp | 678.2K | $11.16M | 7.7% | +678.2K | New |
| 8 | Culp Inc | 1.86M | $5.09M | 3.5% | 0 | Held |
| 9 | Core Molding Technologies In | 222.7K | $4.99M | 3.4% | 0 | Held |
| 10 | Regenxbio Inc | 492.8K | $4.13M | 2.8% | −430.9K | Reduced |
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