13F HOLDINGS REPORT
Norwood Investment Partners, LP
Quarter ended Q3 2023 · Filed August 10, 2023 · Accession 0001888610-23-000006
Total Value
$131.9M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | 520776105 | 468,325 | $24.4M | 18.49% |
| 2 | GFL ENVIRONMENTAL INC | GFL | 504,500 | $19.6M | 14.84% |
| 3 | API GROUP CORP | APG | 687,894 | $18.8M | 14.22% |
| 4 | MERIDIANLINK INC COMMON STOCK | MRDN | 815,350 | $17.0M | 12.86% |
| 5 | POWERSCHOOL HOLDINGS INC COM CL A | 73939C106 | 752,319 | $14.4M | 10.92% |
| 6 | TFI INTL INC | 87241L109 | 102,000 | $11.6M | 8.81% |
| 7 | FERGUSON PLC NEW | G3421J106 | 66,700 | $10.5M | 7.96% |
| 8 | INTERNATIONAL MNY EXPRESS IN | INTR | 279,182 | $6.8M | 5.19% |
| 9 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 97,311 | $4.7M | 3.53% |
| 10 | MATSON INC | MATX | 45,545 | $3.5M | 2.68% |
| 11 | PAR TECHNOLOGY CORP | PAR | 20,000 | $658,600 | 0.50% |