22 Nw, LP Portfolio Holdings by Sector
22 Nw, LP
- $119 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Biotechnology | Healthcare
ANEB RGNX MGTX ARVN ELDN 5 stocks |
$38,446
32.32% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
FSTR 1 stocks |
$28,717
24.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
SRI 1 stocks |
$13,682
11.5% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Textile Manufacturing | Consumer Cyclical
CULP UFI 2 stocks |
$12,429
10.45% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
DHX 1 stocks |
$9,800
8.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Medical Care Facilities | Healthcare
CMPS 1 stocks |
$7,539
6.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
CMT 1 stocks |
$3,172
2.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
FARM 1 stocks |
$2,679
2.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
MEC 1 stocks |
$2,480
2.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
LNDC 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|