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Manager Profile

22NW, LP

Diversified · Healthcare 34%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

—

Portfolio Value

$104.7M

Latest reported 13F value

Holdings

14

Distinct positions in last filing

Top Position

Insperity Inc

Latest disclosed holding

Top 4

NSP NKTR SRI 35138V102 218683100

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Healthcare
33.7%
Consumer Cyclical
26.6%
Industrials
22.2%
Technology
0.1%
Basic Materials
0%
Communication Services
0%
Consumer Defensive
0%
Energy
0%
Financial Services
0%
Real Estate
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Insperity Inc

Shares: 493K

20.4M

Position Value
2
Nektar Therapeutics

Shares: 281.1K

19.6M

Position Value
3
Stoneridge Inc

Shares: 2.5M

18.1M

Position Value
4
FOX FACTORY HLDG CORP

Shares: 678.2K

11.5M

Position Value
5
CORE MOLDING TECHNOLOGIES IN

Shares: 273.5K

6.5M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID