Norwood Investment Partners, LP
13F Reported Value
ⓘ$72.4M
Holdings
14
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Norwood Investment Partners, LP disclosed 14 positions worth $72.4M in its Form 13F-HR for Q2 2026, led by $GFL (GFL Environmental Inc.) at 15.2% of the equity portfolio, followed by $CTRI and $TFII. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $BMI and a full exit from $AMRZ. The portfolio is most concentrated in Industrials (34.5% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$11.0M300,000 sh - 51.9#1,497
Quality
$9.1M302,000 sh - —
Quality
$8.3M57,705 sh - 54.9
Quality
$7.5M534,813 sh - 65.4
Quality
$7.0M165,000 sh - 66.1
Quality
$4.5M235,000 sh - 52.5
Quality
$4.3M155,488 sh - 61.9
Quality
$4.2M335,233 sh - 60.4
Quality
$3.6M542,000 sh - 66.9
Quality
$3.6M204,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 GFL Environmental Inc.$GFL | — | $11.0M | 300,000 |
 Centuri Holdings, Inc.$CTRI | 51.9#1,497 | $9.1M | 302,000 |
 TFI International Inc.$TFII | — | $8.3M | 57,705 |
 Driven Brands Holdings Inc.$DRVN | 54.9 | $7.5M | 534,813 |
 APi Group Corp$APG | 65.4 | $7.0M | 165,000 |
 MAGNITE, INC.$MGNI | 66.1 | $4.5M | 235,000 |
 Distribution Solutions Group, Inc.$DSGR | 52.5 | $4.3M | 155,488 |
 Viant Technology Inc.$DSP | 61.9 | $4.2M | 335,233 |
 Priority Technology Holdings, Inc.$PRTH | 60.4 | $3.6M | 542,000 |
 Flywire Corp$FLYW | 66.9 | $3.6M | 204,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Norwood Investment Partners, LP's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Industrials
$25.0M
Technology
$12.1M
Consumer Discretionary
$11.7M
Utilities
$11.0M
Energy
$9.1M
Real Estate
$2.0M
Healthcare
$1.4M
Full Holdings — Norwood Investment Partners, LP (Q2 2026)
All 14 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. | $11.0M | 15.2% | +47% | — |
| 2 | $CTRI | Centuri Holdings, Inc. | $9.1M | 12.6% | +180% | 51.9 |
| 3 | $TFII | TFI International Inc. | $8.3M | 11.4% | -10% | — |
| 4 | $DRVN | Driven Brands Holdings Inc. | $7.5M | 10.3% | -15% | 54.9 |
| 5 | $APG | APi Group Corp | $7.0M | 9.7% | -6% | 65.4 |
| 6 | $MGNI | MAGNITE, INC. | $4.5M | 6.2% | -18% | 66.1 |
| 7 | $DSGR | Distribution Solutions Group, Inc. | $4.3M | 5.9% | +0% | 52.5 |
| 8 | $DSP | Viant Technology Inc. | $4.2M | 5.9% | +52% | 61.9 |
| 9 | $PRTH | Priority Technology Holdings, Inc. | $3.6M | 5.0% | -3% | 60.4 |
| 10 | $FLYW | Flywire Corp | $3.6M | 5.0% | -47% | 66.9 |
| 11 |  $BMI | BADGER METER INC | $3.4M | 4.7% | NEW | 61 |
| 12 |  $KSPI | Joint Stock Co Kaspi.kz | $2.5M | 3.5% | -20% | — |
| 13 |  $FSV | FirstService Corp | $2.0M | 2.8% | -49% | — |
| 14 |  $SNDA | SONIDA SENIOR LIVING, INC. | $1.4M | 2.0% | NEW | 43.5 |
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