Ownership history in 22NW, LP Β· 24 quarters on record
This page tracks every 13F SEC filing in which 22NW, LP reported a position in CULP INC (CULP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π 22NW, LP underperformed the S&P 500 by β21.3% annually on this CULP position. Timing score: 30% (3/10 decisions correct). Average cost basis: $6.94. Maximum drawdown during holding period: β77.2%.
β Significantly underperformed the S&P 500 by 21.3% ann.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $4.36 (2022 Q3) Β· Worst: $15.00 (2020 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 0 trims. Bought during 5 of 12 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.79% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size