Norwood Investment Partners, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Norwood Investment Partners, Lp disclosed 14 stock positions valued at approximately $72.41M as of quarter-end June 30, 2026. The largest holdings include GFL ENVIRONMENTAL INC, CENTURI HOLDINGS INC COM SHS, and TFI INTL INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $72.41M
Holdings by Sector
Norwood Investment Partners, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GFL ENVIRONMENTAL INC | GFL | Industrials | 15.24% | 300,000 | +96,000 | +47.06% | $11,037,000 |
| CENTURI HOLDINGS INC COM SHS | CTRI | Utilities | 12.61% | 302,000 | +194,000 | +179.63% | $9,132,480 |
| TFI INTL INC | TFII | Industrials | 11.44% | 57,705 | -6,295 | -9.84% | $8,284,707 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 10.30% | 534,813 | -94,187 | -14.97% | $7,455,293 |
| API GROUP CORP | APG | Industrials | 9.65% | 165,000 | -11,000 | -6.25% | $6,987,750 |
| MAGNITE INC | MGNI | Communication Services | 6.16% | 235,000 | -50,000 | -17.54% | $4,460,300 |
| DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | DSGR | Industrials | 5.87% | 155,488 | - | - | $4,252,597 |
| VIANT TECHNOLOGY INC | DSP | Technology | 5.86% | 335,233 | +115,233 | +52.38% | $4,244,049 |
| PRIORITY TECHNOLOGY HLDGS IN | PRTH | Technology | 4.99% | 542,000 | -14,016 | -2.52% | $3,615,140 |
| FLYWIRE CORPORATION | FLYW | Technology | 4.95% | 204,000 | -184,000 | -47.42% | $3,584,280 |
| BADGER METER INC | BMI | Technology | 4.71% | 23,000 | +23,000 | +100.00% | $3,412,740 |
| KASPI KZ JSC | KSPI | Technology | 3.51% | 29,300 | -7,116 | -19.54% | $2,538,552 |
| FIRSTSERVICE CORP NEW | FSV | Real Estate | 2.75% | 14,000 | -13,319 | -48.75% | $1,989,540 |
| SONIDA SENIOR LIVING INC | SNDA | Healthcare | 1.96% | 34,785 | +34,785 | +100.00% | $1,419,228 |
Showing 14 of 14 holdings in the latest reporting period.