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Latest Norwood Investment Partners, LP Stock Portfolio

$64.96Million | No. of Holdings #15

Norwood Investment Partners, LP Performance

2026 Q1-5.02%
YTD-5.02%
2025-12.25%

About Norwood Investment Partners, LP and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Norwood Investment Partners, LP reported an equity portfolio of $65 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Norwood Investment Partners, LP are GFL, , APG. The fund has invested 13.1% of it's portfolio in GFL ENVIRONMENTAL INC and 12.2% of portfolio in DRIVEN BRANDS HLDGS INC. <br><br> The fund managers got completely rid off EURONET WORLDWIDE INC (EEFT), ACV AUCTIONS INC (ACVA) and CLEARWATER ANALYTICS HLDGS I (CWAN) stocks. They significantly reduced their stock positions in API GROUP CORP (APG), FLYWIRE CORPORATION (FLYW) and FIRSTSERVICE CORP NEW (FSV). Norwood Investment Partners, LP opened new stock positions in CENTURI HOLDINGS INC COM SHS and VERRA MOBILITY CORP (VRRM). The fund showed a lot of confidence in some stocks as they added substantially to VIANT TECHNOLOGY INC (DSP), TFI INTL INC (TFII) and DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK (DSGR).
Norwood Investment Partners, LP Equity Portfolio Value
Last Reported on: 14 May, 2026
$64.96Million
  as of May 14, 2026

Norwood Investment Partners, LP Annual Return Estimates Vs S&P 500

Our best estimate is that Norwood Investment Partners, LP made a return of -5.02% in the last quarter. In trailing 12 months, it's portfolio return was -5.27%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
centuri holdings inc com shs3,154,680
verra mobility corp2,386,430
titan amer sa153,141
New stocks bought by Norwood Investment Partners, LP

Additions

Ticker% Inc.
viant technology inc123
tfi intl inc100
distribution solutions group inc. common stock28.82
amrize ltd 25.25
driven brands hldgs inc10.35
Additions to existing portfolio by Norwood Investment Partners, LP

Reductions

Ticker% Reduced
api group corp-60.54
flywire corporation-34.02
firstservice corp new-31.7
gfl environmental inc-31.53
kaspi kz jsc -23.73
magnite inc-13.64
priority technology hldgs in-11.73
Norwood Investment Partners, LP reduced stake in above stock

Sold off

Ticker$ Sold
acv auctions inc-3,892,160
clearwater analytics hldgs i-3,835,080
euronet worldwide inc-3,919,660
Norwood Investment Partners, LP got rid off the above stocks

Sector Distribution

Norwood Investment Partners, LP has about 59.1% of it's holdings in Others sector.

  • Others
  • Industrials
  • Technology
  • Communication Services
Sector%
Others59.1
Industrials20.9
Technology14.8
Communication Services5.2

Market Cap. Distribution

Norwood Investment Partners, LP has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • SMALL-CAP
  • LARGE-CAP
  • MICRO-CAP
  • MID-CAP
Category%
UNALLOCATED59.1
SMALL-CAP22.5
LARGE-CAP11
MICRO-CAP3.8
MID-CAP3.7

Stocks belong to which Index?

About 40.9% of the stocks held by Norwood Investment Partners, LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others59.1
RUSSELL 200040.9
Top 5 Winners (%)%
APG
api group corp
4.1 %
TFII
tfi intl inc
3.8 %
amrize ltd
3.2 %
Top 5 Winners ($)$
APG
api group corp
0.7 M
TFII
tfi intl inc
0.3 M
amrize ltd
0.2 M
Top 5 Losers (%)%
MGNI
magnite inc
-25.0 %
FLYW
flywire corporation
-14.8 %
driven brands hldgs inc
-14.3 %
PRTH
priority technology hldgs in
-12.6 %
FSV
firstservice corp new
-9.0 %
Top 5 Losers ($)$
MGNI
magnite inc
-1.3 M
driven brands hldgs inc
-1.3 M
FLYW
flywire corporation
-1.2 M
FSV
firstservice corp new
-0.6 M
PRTH
priority technology hldgs in
-0.4 M

Norwood Investment Partners, LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Norwood Investment Partners, LP

Norwood Investment Partners, LP has 15 stocks in it's portfolio. About 84.1% of the portfolio is in top 10 stocks. MGNI proved to be the most loss making stock for the portfolio. APG was the most profitable stock for Norwood Investment Partners, LP last quarter.

$64.96MTotal Value
18.00Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Norwood Investment Partners, LP, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
FSV
Firstservice Corp New

Firstservice Corp New

FSV
Norwood Investment Partners, LP's holding in Firstservice Corp New over time
5.84%27,319
$3.80M
5.84%
decreased 31.7 percentreduced
GFL
Gfl Environmental Inc

Gfl Environmental Inc

GFL
Norwood Investment Partners, LP's holding in Gfl Environmental Inc over time
13.1%204,000
$8.51M
13.1%
decreased 31.53 percentreduced
TFII
Tfi Intl Inc

Tfi Intl Inc

TFII
Norwood Investment Partners, LP's holding in Tfi Intl Inc over time
10.7%64,000
$6.95M
10.7%
increased 100 percentadded
Com
Driven Brands Hldgs Inc

Driven Brands Hldgs Inc

Norwood Investment Partners, LP's holding in Driven Brands Hldgs Inc over time
12.21%629,000
$7.93M
12.21%
increased 10.35 percentadded
Shs
Amrize Ltd

Amrize Ltd

Norwood Investment Partners, LP's holding in Amrize Ltd over time
7.97%92,438
$5.18M
7.97%
increased 25.25 percentadded
Common
Centuri Holdings Inc Com Shs

Centuri Holdings Inc Com Shs

Norwood Investment Partners, LP's holding in Centuri Holdings Inc Com Shs over time
4.86%108,000
$3.15M
4.86%
new position
Sponsored Ads
Kaspi Kz Jsc

Kaspi Kz Jsc

Norwood Investment Partners, LP's holding in Kaspi Kz Jsc over time
4.15%36,416
$2.70M
4.15%
decreased 23.73 percentreduced
Common Shares
Titan Amer Sa

Titan Amer Sa

Norwood Investment Partners, LP's holding in Titan Amer Sa over time
0.24%10,223
$153.1K
0.24%
new position