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Latest Norwood Investment Partners, LP Stock Portfolio

$72.41Million | No. of Holdings #14

Norwood Investment Partners, LP Performance

2026 Q2+10.84%
YTD+5.28%
2025-12.25%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Norwood Investment Partners, LP reported an equity portfolio of $72.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Norwood Investment Partners, LP are GFL, , TFII. The fund has invested 15.2% of it's portfolio in GFL ENVIRONMENTAL INC and 12.6% of portfolio in CENTURI HOLDINGS INC COM SHS. <br><br> The fund managers got completely rid off AMRIZE LTD and VERRA MOBILITY CORP (VRRM) stocks. They significantly reduced their stock positions in FIRSTSERVICE CORP NEW (FSV), FLYWIRE CORPORATION (FLYW) and KASPI KZ JSC. Norwood Investment Partners, LP opened new stock positions in BADGER METER INC (BMI) and SONIDA SENIOR LIVING INC (SNDA). The fund showed a lot of confidence in some stocks as they added substantially to CENTURI HOLDINGS INC COM SHS, VIANT TECHNOLOGY INC (DSP) and GFL ENVIRONMENTAL INC (GFL).
Norwood Investment Partners, LP Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$72.41Million
  as of Aug 12, 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 10.84% in the last quarter. In trailing 12 months, it's portfolio return was -0.47%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
badger meter inc3,412,740
sonida senior living inc1,419,230
New stocks bought by Norwood Investment Partners, LP

Additions

Ticker% Inc.
centuri holdings inc com shs179
viant technology inc52.38
gfl environmental inc47.06
Additions to existing portfolio by Norwood Investment Partners, LP

Reductions

Ticker% Reduced
firstservice corp new-48.75
flywire corporation-47.42
kaspi kz jsc -19.54
magnite inc-17.54
driven brands hldgs inc-14.97
tfi intl inc-9.84
api group corp-6.25
priority technology hldgs in-2.52
Norwood Investment Partners, LP reduced stake in above stock

Sold off

Ticker$ Sold
verra mobility corp-2,386,430
amrize ltd -5,178,380
titan amer sa-153,141
Norwood Investment Partners, LP got rid off the above stocks

Sector Distribution

Norwood Investment Partners, LP has about 55.8% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Communication Services
  • Healthcare
Sector%
Others55.8
Technology20.5
Industrials15.5
Communication Services6.2
Healthcare2

Market Cap. Distribution

Norwood Investment Partners, LP has about 9.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
  • LARGE-CAP
  • MICRO-CAP
Category%
UNALLOCATED55.8
MID-CAP15.8
SMALL-CAP12.8
LARGE-CAP9.6
MICRO-CAP5.9

Stocks belong to which Index?

About 42.2% of the stocks held by Norwood Investment Partners, LP either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • RUSSELL 2000
Index%
Others57.8
RUSSELL 200042.2
Top 5 Winners (%)%
MGNI
magnite inc
54.5 %
PRTH
priority technology hldgs in
40.8 %
FLYW
flywire corporation
38.9 %
TFII
tfi intl inc
30.6 %
kaspi kz jsc
15.3 %
Top 5 Winners ($)$
TFII
tfi intl inc
2.1 M
MGNI
magnite inc
1.8 M
FLYW
flywire corporation
1.8 M
PRTH
priority technology hldgs in
1.1 M
driven brands hldgs inc
0.8 M
Top 5 Losers (%)%
GFL
gfl environmental inc
-10.1 %
Top 5 Losers ($)$
GFL
gfl environmental inc
-1.2 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 14 stocks in it's portfolio. About 87.1% of the portfolio is in top 10 stocks. GFL proved to be the most loss making stock for the portfolio. TFII was the most profitable stock for Norwood Investment Partners, LP last quarter.

$72.41MTotal Value
17.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Norwood Investment Partners, LP, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
FSV
Firstservice Corp New

Firstservice Corp New

FSV
Norwood Investment Partners, LP's holding in Firstservice Corp New over time
2.75%14,000
$1.99M
2.75%
decreased 48.75 percentreduced
GFL
Gfl Environmental Inc

Gfl Environmental Inc

GFL
Norwood Investment Partners, LP's holding in Gfl Environmental Inc over time
15.24%300,000
$11.04M
15.24%
increased 47.06 percentadded
TFII
Tfi Intl Inc

Tfi Intl Inc

TFII
Norwood Investment Partners, LP's holding in Tfi Intl Inc over time
11.44%57,705
$8.28M
11.44%
decreased 9.84 percentreduced
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
12.61%302,000
$9.13M
12.61%
increased 179.63 percentadded
Com
Driven Brands Hldgs Inc

Driven Brands Hldgs Inc

Norwood Investment Partners, LP's holding in Driven Brands Hldgs Inc over time
10.3%534,813
$7.46M
10.3%
decreased 14.97 percentreduced
Sponsored Ads
Kaspi Kz Jsc

Kaspi Kz Jsc

Norwood Investment Partners, LP's holding in Kaspi Kz Jsc over time
3.51%29,300
$2.54M
3.51%
decreased 19.54 percentreduced
Shs
Amrize Ltd

Amrize Ltd

Norwood Investment Partners, LP's holding in Amrize Ltd over time
0%0.00
$0.00
0%
decreased 100 percentsold off
Common Shares
Titan Amer Sa

Titan Amer Sa

Norwood Investment Partners, LP's holding in Titan Amer Sa over time
0%0.00
$0.00
0%
decreased 100 percentsold off