Latest Norwood Investment Partners, LP Stock Portfolio
Norwood Investment Partners, LP Performance:
2025 Q1: -11.82%YTD: -11.82%2024: -0.84%
Performance for 2025 Q1 is -11.82%, and YTD is -11.82%, and 2024 is -0.84%.
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 $112.1 Millions as of 31 Mar, 2025.
The top stock holdings of Norwood Investment Partners, LP are , APG, ALIT. The fund has invested 14.2% of it's portfolio in DRIVEN BRANDS HLDGS INC and 13.8% of portfolio in API GROUP CORP.
The fund managers got completely rid off CERTARA INC (CERT) and AVIDXCHANGE HOLDINGS INC (AVDX) stocks. They significantly reduced their stock positions in FIRST ADVANTAGE CORP NEW (FA), DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK (DSGR) and API GROUP CORP (APG). Norwood Investment Partners, LP opened new stock positions in DRIVEN BRANDS HLDGS INC and VIANT TECHNOLOGY INC (DSP). The fund showed a lot of confidence in some stocks as they added substantially to MERIDIANLINK INC COMMON STOCK (MLNK), EURONET WORLDWIDE INC (EEFT) and FLYWIRE CORPORATION (FLYW).
The top stock holdings of Norwood Investment Partners, LP are , APG, ALIT. The fund has invested 14.2% of it's portfolio in DRIVEN BRANDS HLDGS INC and 13.8% of portfolio in API GROUP CORP.
The fund managers got completely rid off CERTARA INC (CERT) and AVIDXCHANGE HOLDINGS INC (AVDX) stocks. They significantly reduced their stock positions in FIRST ADVANTAGE CORP NEW (FA), DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK (DSGR) and API GROUP CORP (APG). Norwood Investment Partners, LP opened new stock positions in DRIVEN BRANDS HLDGS INC and VIANT TECHNOLOGY INC (DSP). The fund showed a lot of confidence in some stocks as they added substantially to MERIDIANLINK INC COMMON STOCK (MLNK), EURONET WORLDWIDE INC (EEFT) and FLYWIRE CORPORATION (FLYW).
Norwood Investment Partners, LP Annual Return Estimates Vs S&P 500
Our best estimate is that Norwood Investment Partners, LP made a return of -11.82% in the last quarter. In trailing 12 months, it's portfolio return was -15.56%.
New Buys
| Ticker | $ Bought |
|---|---|
| driven brands hldgs inc | 15,892,200 |
| gfl environmental inc | 10,628,200 |
| viant technology inc | 2,881,120 |
| firstservice corp new | 2,180,580 |
New stocks bought by Norwood Investment Partners, LP
Additions
| Ticker | % Inc. |
|---|---|
| meridianlink inc common stock | 101 |
| euronet worldwide inc | 54.9 |
| flywire corporation | 2.53 |
| alight inc | 0.76 |
Additions to existing portfolio by Norwood Investment Partners, LP
Reductions
| Ticker | % Reduced |
|---|---|
| first advantage corp new | -59.17 |
| distribution solutions group inc. common stock | -53.83 |
| api group corp | -37.12 |
| ferguson plc new | -21.35 |
| par technology corp | -17.43 |
| tfi intl inc | -10.51 |
Norwood Investment Partners, LP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| avidxchange holdings inc | -8,077,410 |
| certara inc | -8,244,190 |
Norwood Investment Partners, LP got rid off the above stocks
Sector Distribution
Norwood Investment Partners, LP has about 41.9% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 41.9 |
| Others | 30.6 |
| Industrials | 27.5 |
Market Cap. Distribution
Norwood Investment Partners, LP has about 3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 30.6 |
| MID-CAP | 29.4 |
| SMALL-CAP | 21.2 |
| MICRO-CAP | 15.8 |
| LARGE-CAP | 3 |
Stocks belong to which Index?
About 57.5% of the stocks held by Norwood Investment Partners, LP either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| RUSSELL 2000 | 57.5 |
| Others | 42.5 |
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 14 stocks in it's portfolio. About 89.6% of the portfolio is in top 10 stocks. FLYW proved to be the most loss making stock for the portfolio. EEFT was the most profitable stock for Norwood Investment Partners, LP last quarter.
Last Reported on: 06 May, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| driven brands hldgs inc | 14.18 | 927,200 | 15,892,200 | new | ||||
| APG | api group corp | 13.81 | 432,798 | 15,476,900 | reduced | -37.12 | ||
| ALIT | alight inc | 13.26 | 2,504,870 | 14,853,900 | added | 0.76 | ||
| gfl environmental inc | 9.48 | 220,000 | 10,628,200 | new | ||||
| PAR | par technology corp | 9.07 | 165,800 | 10,170,200 | reduced | -17.43 | ||
| EEFT | euronet worldwide inc | 8.85 | 92,828 | 9,918,670 | added | 54.9 | ||
| DSGR | distribution solutions group inc. common stock | 7.78 | 311,281 | 8,715,870 | reduced | -53.83 | ||
| tfi intl inc | 5.00 | 72,356 | 5,603,970 | reduced | -10.51 | |||
| MLNK | meridianlink inc common stock | 4.35 | 262,927 | 4,872,040 | added | 101 | ||
| FLYW | flywire corporation | 3.78 | 445,546 | 4,232,690 | added | 2.53 | ||
| FERG | ferguson plc new | 3.00 | 21,000 | 3,364,830 | reduced | -21.35 | ||
| FA | first advantage corp new | 2.92 | 232,222 | 3,272,010 | reduced | -59.17 | ||
| DSP | viant technology inc | 2.57 | 232,161 | 2,881,120 | new | |||
| firstservice corp new | 1.95 | 13,140 | 2,180,580 | new | ||||
| CERT | certara inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AVDX | avidxchange holdings inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
