Norwood Investment Partners, Lp Portfolio Stock Holdings
Norwood Investment Partners, Lp disclosed 14 stock positions valued at approximately $72.4 million in its latest SEC 13F filing. The largest holdings include GFL ENVIRONMENTAL INC, CENTURI HOLDINGS INC COM SHS, and TFI INTL INC. The filing reflects positions held as of June 30, 2026 and was filed on August 12, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $72.4M
Holdings by Sector
Norwood Investment Partners, Lp Portfolio Holdings in Q2 2026
14 holdings in the latest reporting period.
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| 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 |