Norwood Investment Partners, Lp Portfolio Stock Holdings
Norwood Investment Partners, Lp disclosed 15 stock positions valued at approximately $65.0 million in its latest SEC 13F filing. The largest holdings include GFL ENVIRONMENTAL INC, DRIVEN BRANDS HLDGS INC, and API GROUP CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 15
- Portfolio Value
- $65.0M
Holdings by Sector
Norwood Investment Partners, Lp Portfolio Holdings in Q1 2026
15 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GFL ENVIRONMENTAL INC | GFL | Industrials | 13.10% | 204,000 | -93,920 | -31.53% | $8,510,880 |
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 12.21% | 629,000 | +59,000 | +10.35% | $7,931,690 |
| API GROUP CORP | APG | Industrials | 10.98% | 176,000 | -270,000 | -60.54% | $7,131,520 |
| TFI INTL INC | TFII | Industrials | 10.70% | 64,000 | +32,000 | +100.00% | $6,952,320 |
| AMRIZE LTD | AMRZ | Other | 7.97% | 92,438 | +18,638 | +25.25% | $5,178,377 |
| FLYWIRE CORPORATION | FLYW | Technology | 6.95% | 388,000 | -200,083 | -34.02% | $4,516,320 |
| DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | DSGR | Industrials | 6.28% | 155,488 | +34,788 | +28.82% | $4,080,005 |
| FIRSTSERVICE CORP NEW | FSV | Real Estate | 5.84% | 27,319 | -12,681 | -31.70% | $3,795,702 |
| MAGNITE INC | MGNI | Communication Services | 5.21% | 285,000 | -45,000 | -13.64% | $3,385,800 |
| CENTURI HOLDINGS INC COM SHS | CTRI | Utilities | 4.86% | 108,000 | +108,000 | +100.00% | $3,154,680 |
| KASPI KZ JSC | KSPI | Technology | 4.15% | 36,416 | -11,330 | -23.73% | $2,697,333 |
| PRIORITY TECHNOLOGY HLDGS IN | PRTH | Technology | 4.04% | 556,016 | -73,853 | -11.73% | $2,624,396 |
| VIANT TECHNOLOGY INC | DSP | Technology | 3.79% | 220,000 | +121,489 | +123.33% | $2,464,000 |
| VERRA MOBILITY CORP | VRRM | Industrials | 3.67% | 167,000 | +167,000 | +100.00% | $2,386,430 |
| TITAN AMER SA | TTAM | Other | 0.24% | 10,223 | +10,223 | +100.00% | $153,141 |