DOSSIER · 13F-HR · Q2 2026
22NW, LP
$105M in tracked AUM across 14 positions as of Q2 2026.
2L
CIK 0001694297 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
The filing for 22NW, LP reveals a period of substantial consolidation and capital reduction during the quarter ending September 30, 2025. The total portfolio value contracted dramatically by 64.8%, falling from approximately $158.81M to $55.86M. This reduction was driven not merely by market performance but by significant asset reallocation, evidenced by the exit from 14 positions. The fund currently maintains a highly concentrated portfolio of only **9 holding...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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