Norwood Investment Partners, LP

CIK 1888610 · View on SEC EDGAR ↗

Portfolio value
$72.4M
#8,558 of 9,443 by 13F value · top 90.6%
Positions
14
As of
June 30, 2026

Portfolio value QoQ: +11.5% 13F does not disclose cash

Top 10 holdings weight
87.07%
Top 25 holdings weight
100.00%
Positions above 1%
14
Effective number of positions
10.8

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 22.84% Est. buys $15,689,218 · sells $17,185,198

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 48.3% still held

New positions
2
Increased
3
Decreased
8
Closed
3
On this page

Performance vs S&P 500

Tracked Q3 2025–Q2 2026
+1.1%
S&P 500 total return (same window)
+13.0%
Excess return
-11.8%

Annualized: +1.5% · S&P 500: +17.7%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
59.5%
Financial Services
13.4%
Diversified Consumer Services
10.3%
Communication Services
6.2%
Technology
5.9%
Real Estate
2.7%
Health Care
2.0%

Full portfolio 14 positions

Type Streak 8Q trend
GFL GFL Environmental Inc. Subordinate voting shares, no par value $11,037,000 15.24% 300,000 $2,526,120 Up ×1
CTRI Centuri Holdings, Inc. Common Stock $9,132,480 12.61% 302,000 $5,977,800 Up ×1
TFII TFI International Inc. Common Shares $8,284,707 11.44% 57,705 $1,332,387 Down ×1
DRVN Driven Brands Holdings Inc. - Common Stock $7,455,293 10.30% 534,813 $-476,397 Down ×1
APG APi Group Corporation Common Stock $6,987,750 9.65% 165,000 $-143,770 Down ×3
MGNI Magnite, Inc. - Common Stock $4,460,300 6.16% 235,000 $1,074,500 Down ×4
DSGR Distribution Solutions Group, Inc. - Common Stock $4,252,597 5.87% 155,488 $172,592
DSP Viant Technology Inc. - common stock $4,244,049 5.86% 335,233 $1,780,049 Up ×2
PRTH Priority Technology Holdings, Inc. - Common Stock $3,615,140 4.99% 542,000 $990,744 Down ×2
FLYW Flywire Corporation - Voting Common Stock $3,584,280 4.95% 204,000 $-932,040 Down ×3
BMI Badger Meter, Inc. Common Stock $3,412,740 4.71% 23,000 Up ×1
KSPI Joint Stock Company Kaspi.kz - American Depository Shares $2,538,552 3.51% 29,300 $-158,781 Down ×3
FSV FirstService Corporation - Common Shares $1,989,540 2.75% 14,000 $-1,806,162 Down ×2
SNDA Sonida Senior Living, Inc. Common Stock $1,419,228 1.96% 34,785 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
BMI $3,412,740 23,000 4.71%
SNDA $1,419,228 34,785 1.96%

Top movers (QoQ)

Security Action Shares Δ Value Δ
CTRI Bought more +194K +$6.0M
GFL Bought more +96K +$2.5M
FSV Trimmed -13K -$1.8M
DSP Bought more +115K +$1.8M
TFII Trimmed -6K +$1.3M
MGNI Trimmed -50K +$1.1M
PRTH Trimmed -14K +$991K
FLYW Trimmed -184K -$932K
DRVN Trimmed -94K -$476K
DSGR Price move only +0 +$173K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
CERT March 31, 2025 774,102 $8,244,186 -13.2%
AVDX March 31, 2025 781,181 $8,077,412 No longer tracked
ALIT Sept. 30, 2025 1,331,544 $7,536,539 312.7%
THRY Dec. 31, 2025 592,534 $7,145,960 -65.9%
AMRZ June 30, 2026 92,438 $5,178,377 -14.4%
MLNK Sept. 30, 2025 281,000 $4,560,630 No longer tracked
PAR Dec. 31, 2025 108,000 $4,274,640 -47.7%
CLBT Dec. 31, 2025 230,671 $4,274,334 -37.6%
EEFT March 31, 2026 51,500 $3,919,665 4.5%
ACVA March 31, 2026 485,307 $3,892,162 78.9%
CWAN March 31, 2026 159,000 $3,835,080 No longer tracked
FERGXXXX June 30, 2025 21,000 $3,364,830 No longer tracked
FA June 30, 2025 232,222 $3,272,008 26.7%
DSP June 30, 2025 232,161 $2,881,118 -8.6%
VRRM June 30, 2026 167,000 $2,386,430 8.4%
TTAM June 30, 2026 10,223 $153,141 -19.2%