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%
Performance for 2026 Q1 is -5.02%, and YTD is -5.02%, and 2025 is -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.
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.
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).
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.
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
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 shs | 3,154,680 |
| verra mobility corp | 2,386,430 |
| titan amer sa | 153,141 |
New stocks bought by Norwood Investment Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| viant technology inc | 123 |
| tfi intl inc | 100 |
| distribution solutions group inc. common stock | 28.82 |
| amrize ltd | 25.25 |
| driven brands hldgs inc | 10.35 |
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 | % |
|---|---|
| Others | 59.1 |
| Industrials | 20.9 |
| Technology | 14.8 |
| Communication Services | 5.2 |
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 | % |
|---|---|
| UNALLOCATED | 59.1 |
| SMALL-CAP | 22.5 |
| LARGE-CAP | 11 |
| MICRO-CAP | 3.8 |
| MID-CAP | 3.7 |
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 | % |
|---|---|
| Others | 59.1 |
| RUSSELL 2000 | 40.9 |
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.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ACVA | acv auctions inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APG | api group corp | 10.98 | 176,000 | 7,131,520 | reduced | -60.54 | ||
| CWAN | clearwater analytics hldgs i | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| DSGR | distribution solutions group inc. common stock | 6.28 | 155,488 | 4,080,000 | added | 28.82 | ||
| DSP | viant technology inc | 3.79 | 220,000 | 2,464,000 | added | 123 | ||
| EEFT | euronet worldwide inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| FLYW | flywire corporation | 6.95 | 388,000 | 4,516,320 | reduced | -34.02 | ||
| FSV | firstservice corp new | 5.84 | 27,319 | 3,795,700 | reduced | -31.7 | ||
| GFL | gfl environmental inc | 13.10 | 204,000 | 8,510,880 | reduced | -31.53 | ||
| MGNI | magnite inc | 5.21 | 285,000 | 3,385,800 | reduced | -13.64 | ||
| PRTH | priority technology hldgs in | 4.04 | 556,016 | 2,624,400 | reduced | -11.73 | ||
| TFII | tfi intl inc | 10.70 | 64,000 | 6,952,320 | added | 100 | ||
| VRRM | verra mobility corp | 3.67 | 167,000 | 2,386,430 | new | |||
| driven brands hldgs inc | 12.21 | 629,000 | 7,931,690 | added | 10.35 | |||
| amrize ltd | 7.97 | 92,438 | 5,178,380 | added | 25.25 | |||
| centuri holdings inc com shs | 4.86 | 108,000 | 3,154,680 | new | ||||
| kaspi kz jsc | 4.15 | 36,416 | 2,697,330 | reduced | -23.73 | |||
| titan amer sa | 0.24 | 10,223 | 153,141 | new | ||||