22NW, LP
SEATTLE WA · SEC CIK 0001694297
$1.05亿2026Q2 申报市值
14持仓数
94.6%前十大占比 · 第一大 19.5%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CMT 加仓+$119.85万
TBCH 新建仓+$17.97万
2026Q2 卖出最多 按季末市值估算
FSTR 清仓-$2,977.45万
MLYS 减仓-$891.65万
FARMER BROS CO 清仓-$248.35万
PHENIXFIN CORP 清仓-$168.41万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NSP | INSPERITY INC | $2,036.58万 | 19.45% | 493,000 | 0 | 0.0% | — | 不变 |
| NKTR | NEKTAR THERAPEUTICS | $1,962.46万 | 18.75% | 281,115 | 0 | 0.0% | — | 不变 |
| SRI | STONERIDGE INC | $1,805.83万 | 17.25% | 2,466,975 | 0 | 0.0% | — | 不变 |
| FOXF | FOX FACTORY HLDG CORP | $1,149.15万 | 10.98% | 678,165 | 0 | 0.0% | — | 不变 |
| CMT | CORE MOLDING TECHNOLOGIES IN | $645.51万 | 6.17% | 273,521 | 50,783 | 22.8% | $119.85万 | 加仓 |
| RGNX | REGENXBIO INC | $590.33万 | 5.64% | 492,759 | 0 | 0.0% | — | 不变 |
| — | CULP INC | $576.31万 | 5.51% | 1,859,061 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $426.74万 | 4.08% | 820,653 | 0 | 0.0% | — | 不变 |
| — | UNIFI INC | $404.92万 | 3.87% | 852,455 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $307.14万 | 2.93% | 113,840 | -330,485 | -74.4% | -$891.65万 | 减仓 |
| — | TEAM INC | $294.08万 | 2.81% | 170,187 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $250.73万 | 2.40% | 636,364 | 0 | 0.0% | — | 不变 |
| TBCH | TURTLE BEACH CORP | $17.97万 | 0.17% | 14,430 | 14,430 | — | $17.97万 | 新建仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $6,220 | 0.01% | 1,254 | 0 | 0.0% | — | 不变 |
| FSTR | FOSTER L B CO | $0 | 0.00% | 0 | -1,067,186 | -100.0% | -$2,977.45万 | 清仓 |
| — | FARMER BROS CO | $0 | 0.00% | 0 | -1,955,526 | -100.0% | -$248.35万 | 清仓 |
| — | PHENIXFIN CORP | $0 | 0.00% | 0 | -43,115 | -100.0% | -$168.41万 | 清仓 |