Norwood Investment Partners, LP — 13F Holdings & Portfolio
CIK 1888610 · latest 13F-HR filed 2026-08-12
Norwood Investment Partners, LP manages $72.4M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are GFL (15.24%), CTRI (12.61%), TFII (11.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 3; 6 existing positions rose in reported value and 4 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-12
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 87.1%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated May 28, 2025.
SUITE B
MILL VALLEY, CA 94941
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| HOEVELER, CHARLES, HAMILTON Control | CHIEF COMPLIANCE OFFICER, MANAGING PARTNER; LIMITED PARTNER since May 2014 | 75% or more | Individual |
| NORWOOD INVESTMENT PARTNERS GP, LLC Control | GENERAL PARTNER since May 2014 | Less than 5% | Domestic Entity |
Ownership & leadership changes · 5 filings with changes since Oct 8, 2018
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedAMMONS, TODD, ALAN · PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Apr 2023
- ChangedHOEVELER, CHARLES, HAMILTON · title MANAGING PARTNER; LIMITED PARTNER → CHIEF COMPLIANCE OFFICER, MANAGING PARTNER; LIMITED PARTNER
- No longer listedHOEVELER, CHARLES, HAMILTON · MANAGING MEMBER AND MEMBER · 75% or more · indirect via NORWOOD INVESTMENT PARTNERS GP, LLC · control person · listed since May 2014
- ChangedHOEVELER, CHARLES, HAMILTON · ownership Less than 5% → 75% or more
- ChangedNORWOOD INVESTMENT PARTNERS GP, LLC · ownership 75% or more → Less than 5%
- ChangedHOEVELER, CHARLES, HAMILTON · title MANAGING PARTNER → MANAGING PARTNER; LIMITED PARTNER
- ChangedHOEVELER, CHARLES, HAMILTON · indirect via NORWOOD INVESTMENT PARTNERS GP, LLC: title MANAGING MEMBER → MANAGING MEMBER AND MEMBER
- AddedAMMONS, TODD, ALAN · PORTFOLIO MANAGER; CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedHOEVELER, CHARLES, HAMILTON · title MANAGING PARTNER; CHIEF COMPLIANCE OFFICER → MANAGING PARTNER
- ChangedHOEVELER, CHARLES, HAMILTON · title PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER → MANAGING PARTNER; CHIEF COMPLIANCE OFFICER
- ListedHOEVELER, CHARLES, HAMILTON · PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedHOEVELER, CHARLES, HAMILTON · MANAGING MEMBER · 75% or more · indirect via NORWOOD INVESTMENT PARTNERS GP, LLC · control person
- ListedNORWOOD INVESTMENT PARTNERS GP, LLC · GENERAL PARTNER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- CENTURI HOLDINGS INC COM SHS$6.0M +189.5%
- GFL ENVIRONMENTAL INC$2.5M +29.7%
- VIANT TECHNOLOGY INC$1.8M +72.2%
- TFI INTL INC$1.3M +19.2%
- MAGNITE INC$1.1M +31.7%
Top Trims
- FIRSTSERVICE CORP NEW-$1.8M -47.6%
- FLYWIRE CORPORATION-$932.0K -20.6%
- DRIVEN BRANDS HLDGS INC-$476.4K -6.0%
- KASPI KZ JSC-$158.8K -5.9%
Norwood Investment Partners, LP Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GFL ENVIRONMENTAL INC | GFL | 36168Q104 | $11.0M | 15.24% | 300,000 | SH |
| 2 | CENTURI HOLDINGS INC COM SHS | CTRI | 155923105 | $9.1M | 12.61% | 302,000 | SH |
| 3 | TFI INTL INC | TFII | 87241L109 | $8.3M | 11.44% | 57,705 | SH |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 26210V102 | $7.5M | 10.30% | 534,813 | SH |
| 5 | API GROUP CORP | APG | 00187Y100 | $7.0M | 9.65% | 165,000 | SH |
| 6 | MAGNITE INC | MGNI | 55955D100 | $4.5M | 6.16% | 235,000 | SH |
| 7 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | DSGR | 520776105 | $4.3M | 5.87% | 155,488 | SH |
| 8 | VIANT TECHNOLOGY INC | DSP | 92557A101 | $4.2M | 5.86% | 335,233 | SH |
| 9 | PRIORITY TECHNOLOGY HLDGS IN | PRTH | 74275G107 | $3.6M | 4.99% | 542,000 | SH |
| 10 | FLYWIRE CORPORATION | FLYW | 302492103 | $3.6M | 4.95% | 204,000 | SH |
| 11 | BADGER METER INC | BMI | 056525108 | $3.4M | 4.71% | 23,000 | SH |
| 12 | KASPI KZ JSC | KSPI | 48581R205 | $2.5M | 3.51% | 29,300 | SH |
| 13 | FIRSTSERVICE CORP NEW | FSV | 33767E202 | $2.0M | 2.75% | 14,000 | SH |
| 14 | SONIDA SENIOR LIVING INC | SNDA | 140475203 | $1.4M | 1.96% | 34,785 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-12 | $72.4M | 14 | 0001888610-26-000003 |
| 2026-03-31 | 2026-05-14 | $65.0M | 15 | 0001888610-26-000002 |
| 2025-12-31 | 2026-02-17 | $88.8M | 15 | 0001888610-26-000001 |
| 2025-09-30 | 2025-11-12 | $116.3M | 15 | 0001888610-25-000005 |
SUITE B
MILL VALLEY, CA 94941