HedgeMountain

22nw, LP

Seattle, WA · CRD 230788
Hedge fund manager

22nw, LP is an SEC-registered investment adviser based in Seattle, WA that reports managing 1 hedge fund on Form ADV. It reports $295.6 million in regulatory assets under management. Its private funds, of all types, hold $295.6 million in gross assets. Over a longer period they returned an estimated +61.6% from Q3 2024 to Q2 2026, compared with +43.9% for the S&P 500, based on 13F filings.

Regulatory assets under management
$295.6 millionForm ADV Item 5.F
Gross assets of private funds
$295.6 millionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
6Form ADV Item 5.A
Registration
SEC-registered adviserCRD 230788
Latest Form ADV
03/13/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2-year return+61.6%Q3 2024 – Q2 2026
S&P 500+43.9%Same quarters, price only
13F holdings$104.7 million14 positions, 2026-06-30
$96$129$162Q3 2024Q1 2025Q3 2025Q2 202613F est. $162S&P 500 $144
QuarterEst. 13F returnS&P 500
Q2 2026+31.7%+14.8%
Q4 2025-17.8%+2.4%
Q3 2025+28.8%+7.8%
Q2 2025+20.2%+10.4%
Q1 2025-16.4%-4.5%
Q4 2024+17.1%+2.1%
Q3 2024-1.6%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Insperity Inc$20.4 million
  • Nektar Therapeutics$19.6 million
  • Stoneridge Inc$18.1 million
  • Fox Factory Hldg Corp$11.5 million
  • Core Molding Technologies In$6.5 million
  • Regenxbio Inc Com$5.9 million
  • Culp Inc$5.8 million
  • Rezolute Inc$4.3 million
  • Unifi Inc$4.0 million
  • Mineralys Therapeutics Inc$3.1 million

As of 2026-06-30, from 13F filing by 22nw, LP.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures