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, exited 3, added to 6, and trimmed 4.
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.
SUITE B
MILL VALLEY, CA 94941
$72.4M
Long-equity book
14
Distinct positions
2026-06-30
Filed 2026-08-12
+2 / −3 / ↑6 / ↓4
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
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%
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 |