22NW, LP

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...