Latest Norwood Investment Partners, LP Stock Portfolio
Norwood Investment Partners, LP Performance:
2025 Q3: -9%YTD: -17.28%2024: -0.08%
Performance for 2025 Q3 is -9%, and YTD is -17.28%, and 2024 is -0.08%.
About Norwood Investment Partners, LP and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Norwood Investment Partners, LP reported an equity portfolio of $116.3 Millions as of 30 Sep, 2025.
The top stock holdings of Norwood Investment Partners, LP are APG, CWAN, . The fund has invested 16.4% of it's portfolio in API GROUP CORP and 13.2% of portfolio in CLEARWATER ANALYTICS HLDGS I.
The fund managers got completely rid off ALIGHT INC (ALIT) and MERIDIANLINK INC COMMON STOCK (MLNK) stocks. They significantly reduced their stock positions in DRIVEN BRANDS HLDGS INC, DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK (DSGR) and MAGNITE INC (MGNI). Norwood Investment Partners, LP opened new stock positions in CELLEBRITE DI LTD (CLBT) and AMRIZE LTD. The fund showed a lot of confidence in some stocks as they added substantially to API GROUP CORP (APG), FLYWIRE CORPORATION (FLYW) and CLEARWATER ANALYTICS HLDGS I (CWAN).
The top stock holdings of Norwood Investment Partners, LP are APG, CWAN, . The fund has invested 16.4% of it's portfolio in API GROUP CORP and 13.2% of portfolio in CLEARWATER ANALYTICS HLDGS I.
The fund managers got completely rid off ALIGHT INC (ALIT) and MERIDIANLINK INC COMMON STOCK (MLNK) stocks. They significantly reduced their stock positions in DRIVEN BRANDS HLDGS INC, DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK (DSGR) and MAGNITE INC (MGNI). Norwood Investment Partners, LP opened new stock positions in CELLEBRITE DI LTD (CLBT) and AMRIZE LTD. The fund showed a lot of confidence in some stocks as they added substantially to API GROUP CORP (APG), FLYWIRE CORPORATION (FLYW) and CLEARWATER ANALYTICS HLDGS I (CWAN).
Norwood Investment Partners, LP Annual Return Estimates Vs S&P 500
Our best estimate is that Norwood Investment Partners, LP made a return of -9% in the last quarter. In trailing 12 months, it's portfolio return was -15%.
New Buys
| Ticker | $ Bought |
|---|---|
| cellebrite di ltd | 4,274,330 |
| amrize ltd | 3,795,050 |
New stocks bought by Norwood Investment Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| api group corp | 50.00 |
| flywire corporation | 48.34 |
| clearwater analytics hldgs i | 21.57 |
| par technology corp | 16.13 |
| euronet worldwide inc | 14.17 |
| kaspi kz jsc | 10.51 |
| thryv hldgs inc | 2.95 |
Additions to existing portfolio by Norwood Investment Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| driven brands hldgs inc | -69.23 |
| firstservice corp new | -30.74 |
| gfl environmental inc | -15.09 |
| distribution solutions group inc. common stock | -14.21 |
| tfi intl inc | -10.67 |
| magnite inc | -6.93 |
Norwood Investment Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| alight inc | -7,536,540 |
| meridianlink inc common stock | -4,560,630 |
Norwood Investment Partners, LP got rid off the above stocks
Sector Distribution
Norwood Investment Partners, LP has about 34.1% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 34.1 |
| Technology | 32.1 |
| Industrials | 19.6 |
| Communication Services | 14.2 |
Market Cap. Distribution
Norwood Investment Partners, LP has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MID-CAP | 44.9 |
| UNALLOCATED | 34.1 |
| SMALL-CAP | 21 |
Stocks belong to which Index?
About 47.5% of the stocks held by Norwood Investment Partners, LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 52.5 |
| RUSSELL 2000 | 47.5 |
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 84.6% of the portfolio is in top 10 stocks. APG proved to be the most loss making stock for the portfolio. FLYW was the most profitable stock for Norwood Investment Partners, LP last quarter.
Last Reported on: 12 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ALIT | alight inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APG | api group corp | 16.45 | 556,440 | 19,124,800 | added | 50.00 | ||
| CLBT | cellebrite di ltd | 3.68 | 230,671 | 4,274,330 | new | |||
| CWAN | clearwater analytics hldgs i | 13.23 | 853,531 | 15,380,600 | added | 21.57 | ||
| DSGR | distribution solutions group inc. common stock | 3.12 | 120,700 | 3,630,660 | reduced | -14.21 | ||
| EEFT | euronet worldwide inc | 5.17 | 68,500 | 6,014,980 | added | 14.17 | ||
| FLYW | flywire corporation | 10.02 | 860,500 | 11,651,200 | added | 48.34 | ||
| MGNI | magnite inc | 8.05 | 430,000 | 9,365,400 | reduced | -6.93 | ||
| MLNK | meridianlink inc common stock | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| PAR | par technology corp | 3.68 | 108,000 | 4,274,640 | added | 16.13 | ||
| THRY | thryv hldgs inc | 6.15 | 592,534 | 7,145,960 | added | 2.95 | ||
| gfl environmental inc | 10.79 | 264,800 | 12,546,200 | reduced | -15.09 | |||
| kaspi kz jsc | 7.38 | 105,104 | 8,584,900 | added | 10.51 | |||
| driven brands hldgs inc | 3.32 | 239,438 | 3,857,350 | reduced | -69.23 | |||
| firstservice corp new | 3.28 | 20,000 | 3,809,800 | reduced | -30.74 | |||
| amrize ltd | 3.26 | 78,200 | 3,795,050 | new | ||||
| tfi intl inc | 2.42 | 32,000 | 2,817,920 | reduced | -10.67 | |||