22 Nw, LP Portfolio Holdings by Sector
22 Nw, LP
- $143 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Biotechnology | Healthcare
ANEB RGNX RZLT MGTX ELDN 5 stocks |
$59,661
41.85% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
FSTR 1 stocks |
$34,823
24.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
SRI 1 stocks |
$16,044
11.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Textile Manufacturing | Consumer Cyclical
CULP UFI 2 stocks |
$12,915
9.06% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
DHX 1 stocks |
$5,764
4.04% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
MEC 1 stocks |
$5,470
3.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
CMT 1 stocks |
$4,523
3.17% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
FARM 1 stocks |
$3,363
2.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNDC 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|