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Portfolio (Quarterly) Guide ↗

22NW, LP

· CIK 0001694297
13F Portfolio $212M AUM Filed Nov 14, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 21 New
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PSYCHEMEDICS CORPORATION CMN 276,034.0 $582K 0.27% NEW $2.11
Page 2 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 38.4%
Industrials 32.2%
Consumer Cyclical 20.0%
Financial Services 3.9%
Basic Materials 3.2%
Consumer Defensive 2.3%