Portfolio (Quarterly) Guide ↗

22NW, LP

· CIK 0001694297

13F Portfolio $238M AUM 20 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 1 New 2 Added 2 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DHX	DHI GROUP INC	Industrials	2,036,988	$5.7M	2.67%	SOLD
2	—	AEBI SCHMIDT HLDG AG	—	347,840	$4.3M	2.04%	SOLD

Sector Allocation

Healthcare 37.9%

Industrials 34.5%

Consumer Cyclical 17.7%

Financial Services 4.1%

Basic Materials 3.5%

Consumer Defensive 2.3%