Norwood Investment Partners, LP
13F Reported Value
ⓘ$65.0M
Holdings
15
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Norwood Investment Partners, LP disclosed 15 positions worth $65.0M in its Form 13F-HR for Q1 2026, led by $GFL (GFL Environmental Inc.) at 13.1% of the equity portfolio, followed by $DRVN and $APG. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $CTRI and a full exit from $EEFT. The portfolio is most concentrated in Industrials (36.8% of disclosed assets). All figures are sourced directly from Norwood Investment Partners, LP’s Form 13F-HR filing with the SEC under CIK 1888610.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$8.5M204,000 sh - 52.8#1,326
Quality
$7.9M629,000 sh - 61.3#810
Quality
$7.1M176,000 sh - —
Quality
$7.0M64,000 sh - —
Quality
$5.2M92,438 sh - 56.2
Quality
$4.5M388,000 sh - 53.1
Quality
$4.1M155,488 sh - —
Quality
$3.8M27,319 sh - 42.6
Quality
$3.4M285,000 sh - 42.7
Quality
$3.2M108,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GFL Environmental Inc.$GFL | — | $8.5M | 204,000 |
 Driven Brands Holdings Inc.$DRVN | 52.8#1,326 | $7.9M | 629,000 |
 APi Group Corp$APG | 61.3#810 | $7.1M | 176,000 |
 TFI International Inc.$TFII | — | $7.0M | 64,000 |
 Amrize Ltd$AMRZ | — | $5.2M | 92,438 |
 Flywire Corp$FLYW | 56.2 | $4.5M | 388,000 |
 Distribution Solutions Group, Inc.$DSGR | 53.1 | $4.1M | 155,488 |
 FirstService Corp$FSV | — | $3.8M | 27,319 |
 MAGNITE, INC.$MGNI | 42.6 | $3.4M | 285,000 |
 Centuri Holdings, Inc.$CTRI | 42.7 | $3.2M | 108,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Norwood Investment Partners, LP's 15 positions.
Showing top 10 of 15 holdings.
Sector Allocation
Industrials
$23.9M
Consumer Discretionary
$14.4M
Utilities
$8.5M
Technology
$5.8M
Materials
$5.3M
Real Estate
$3.8M
Energy
$3.2M
Full Holdings — Norwood Investment Partners, LP (Q1 2026)
All 15 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $GFL | GFL Environmental Inc. | $8.5M | 13.1% | -32% | — |
| 2 | $DRVN | Driven Brands Holdings Inc. | $7.9M | 12.2% | +10% | 52.8 |
| 3 | $APG | APi Group Corp | $7.1M | 11.0% | -61% | 61.3 |
| 4 | $TFII | TFI International Inc. | $7.0M | 10.7% | +100% | — |
| 5 | $AMRZ | Amrize Ltd | $5.2M | 8.0% | +25% | — |
| 6 | $FLYW | Flywire Corp | $4.5M | 7.0% | -34% | 56.2 |
| 7 | $DSGR | Distribution Solutions Group, Inc. | $4.1M | 6.3% | +29% | 53.1 |
| 8 | $FSV | FirstService Corp | $3.8M | 5.8% | -32% | — |
| 9 | $MGNI | MAGNITE, INC. | $3.4M | 5.2% | -14% | 42.6 |
| 10 | $CTRI | Centuri Holdings, Inc. | $3.2M | 4.9% | NEW | 42.7 |
| 11 |  $KSPI | Joint Stock Co Kaspi.kz | $2.7M | 4.2% | -24% | — |
| 12 |  $PRTH | Priority Technology Holdings, Inc. | $2.6M | 4.0% | -12% | 59.2 |
| 13 |  $DSP | Viant Technology Inc. | $2.5M | 3.8% | +123% | 47.1 |
| 14 |  $VRRM | VERRA MOBILITY Corp | $2.4M | 3.7% | NEW | 66.1 |
| 15 |  $TTAM | Titan America SA | $153,141 | 0.2% | NEW | — |
New Positions (3)
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