13F HOLDINGS REPORT
Norwood Investment Partners, LP
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001888610-23-000004
Total Value
$145,085
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | API GROUP CORP | APG | 894,573 | $20,110 | 13.86% |
| 2 | MERIDIANLINK INC COMMON STOCK | MRDN | 1,156,779 | $20,012 | 13.79% |
| 3 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | 520776105 | 418,830 | $19,040 | 13.12% |
| 4 | GFL ENVIRONMENTAL INC | GFL | 538,219 | $18,536 | 12.78% |
| 5 | POWERSCHOOL HOLDINGS INC COM CL A | 73939C106 | 733,600 | $14,540 | 10.02% |
| 6 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 264,100 | $12,381 | 8.53% |
| 7 | TFI INTL INC | 87241L109 | 102,000 | $12,168 | 8.39% |
| 8 | FERGUSON PLC NEW | G3421J106 | 88,500 | $11,837 | 8.16% |
| 9 | INTERNATIONAL MNY EXPRESS IN | INTR | 356,740 | $9,197 | 6.34% |
| 10 | MATSON INC | MATX | 70,515 | $4,208 | 2.90% |
| 11 | PAR TECHNOLOGY CORP | PAR | 90,000 | $3,056 | 2.11% |