Norwood Investment Partners, LP — 13F Holdings & Portfolio
CIK 1888610 · latest 13F-HR filed 2026-05-14
Norwood Investment Partners, LP manages $65.0M in 13F-reported U.S. long-equity assets across 15 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are GFL (13.10%), DRVN (12.21%), APG (10.98%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 3, added to 4, and trimmed 8.
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.
$65.0M
Long-equity book
15
Distinct positions
2026-03-31
Filed 2026-05-14
+3 / −3 / ↑4 / ↓8
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TFI INTL INC$3.6M +110.2%
- VIANT TECHNOLOGY INC$1.3M +107.7%
- AMRIZE LTD$1.2M +29.7%
- DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK$774.0K +23.4%
Top Trims
- API GROUP CORP-$9.9M -58.2%
- GFL ENVIRONMENTAL INC-$4.3M -33.5%
- FLYWIRE CORPORATION-$3.8M -45.8%
- FIRSTSERVICE CORP NEW-$2.4M -39.0%
- MAGNITE INC-$2.0M -36.8%
New Positions
- CENTURI HOLDINGS INC COM SHS$3.2M
- VERRA MOBILITY CORP$2.4M
- TITAN AMER SA$153.1K
Exited Positions
- EURONET WORLDWIDE INC$3.9M
- ACV AUCTIONS INC$3.9M
- CLEARWATER ANALYTICS HLDGS I$3.8M
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 | $8.5M | 13.10% | 204,000 | SH |
| 2 | DRIVEN BRANDS HLDGS INC | DRVN | 26210V102 | $7.9M | 12.21% | 629,000 | SH |
| 3 | API GROUP CORP | APG | 00187Y100 | $7.1M | 10.98% | 176,000 | SH |
| 4 | TFI INTL INC | TFII | 87241L109 | $7.0M | 10.70% | 64,000 | SH |
| 5 | AMRIZE LTD | AMRZ | H2927K103 | $5.2M | 7.97% | 92,438 | SH |
| 6 | FLYWIRE CORPORATION | FLYW | 302492103 | $4.5M | 6.95% | 388,000 | SH |
| 7 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | DSGR | 520776105 | $4.1M | 6.28% | 155,488 | SH |
| 8 | FIRSTSERVICE CORP NEW | FSV | 33767E202 | $3.8M | 5.84% | 27,319 | SH |
| 9 | MAGNITE INC | MGNI | 55955D100 | $3.4M | 5.21% | 285,000 | SH |
| 10 | CENTURI HOLDINGS INC COM SHS | CTRI | 155923105 | $3.2M | 4.86% | 108,000 | SH |
| 11 | KASPI KZ JSC | KSPI | 48581R205 | $2.7M | 4.15% | 36,416 | SH |
| 12 | PRIORITY TECHNOLOGY HLDGS IN | PRTH | 74275G107 | $2.6M | 4.04% | 556,016 | SH |
| 13 | VIANT TECHNOLOGY INC | DSP | 92557A101 | $2.5M | 3.79% | 220,000 | SH |
| 14 | VERRA MOBILITY CORP | VRRM | 92511U102 | $2.4M | 3.67% | 167,000 | SH |
| 15 | TITAN AMER SA | TTAM | B9151N105 | $153.1K | 0.24% | 10,223 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |