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Disclosery

22NW, LP: MLYS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 22NW, LP on MLYS, newest first. How the timeline and the estimate are built.

22NW, LP held 113,840 MLYS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,840 shares
    Change vs previous 13F -330,485 shares

    2.93% of the 13F portfolio, value $3,071,403.

    13F-HR 0001214659-26-010406 filed by 22NW, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 444,325 shares
    Change vs previous 13F +86,000 shares

    9.47% of the 13F portfolio, value $12,036,764.

    13F-HR 0001214659-26-006481 filed by 22NW, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 358,325 shares
    Change vs previous 13F 0 shares

    6.06% of the 13F portfolio, value $13,003,614.

    13F-HR 0001214659-26-001725 filed by 22NW, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 358,325 shares
    Change vs previous 13F -201,717 shares

    7.07% of the 13F portfolio, value $13,587,684.

    13F-HR 0001214659-25-016649 filed by 22NW, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 560,042 shares
    Change vs previous 13F +98,698 shares

    4.77% of the 13F portfolio, value $7,577,368.

    13F-HR 0001214659-25-012016 filed by 22NW, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 461,344 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $7,326,143.

    13F-HR 0001214659-25-007607 filed by 22NW, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).