22NW LP
Aron English
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
14
Market Value
$104.7M
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| NSP | 19.4% | 9.1% | - | - |
| NKTR | 18.8% | 13.9% | 5.9% | 8.9% |
| SRI | 17.3% | 8.2% | 5.3% | 7.6% |
| FOXF | 11.0% | 7.7% | - | - |
| CMT | 6.2% | 3.4% | - | - |
| RGNX | 5.6% | 2.8% | 5.6% | 4.2% |
| CULP | 5.5% | 3.5% | 2.8% | 3.9% |
| RZLT | 4.1% | - | - | 3.6% |
| UFI | 3.9% | - | - | - |
| MLYS | 2.9% | 8.3% | 5.5% | 6.4% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
FSTR+125.73%
NSP+26.22%
FOXF+25.84%
UFI+59.58%
NKTR+6.76%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
SRI-3.28%
RGNX-7.68%
RZLT-10.38%
Sector Analysis
Materials6.2%
Financials0.0%
Healthcare33.8%
Technology0.2%
Industrials22.3%
Consumer Staples0.0%
Consumer Discretionary37.6%