Long-term investor

22nw, LP @22nwlp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001694297).

Record

  • Tracked since 2025-06-30 (441 days), 69 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +10.3% · all +10.3%
  • Max drawdown n/a · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NSP · 19.5% · long · since 2025-12-31
  • NKTR · 18.7% · long · since 2025-06-30
  • SRI · 17.3% · long · since 2025-06-30
  • FOXF · 11.0% · long · since 2026-03-31
  • CMT · 6.2% · long · since 2025-06-30
  • RGNX · 5.6% · long · since 2025-06-30
  • CULP · 5.5% · long · since 2025-06-30
  • RZLT · 4.1% · long · since 2025-09-30
  • UFI · 3.9% · long · since 2025-06-30
  • MLYS · 2.9% · long · since 2025-06-30
  • TISI · 2.8% · long · since 2025-06-30
  • ELDN · 2.4% · long · since 2025-06-30

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