13F HOLDINGS REPORT
Norwood Investment Partners, LP
Quarter ended Q4 2023 · Filed November 7, 2023 · Accession 0001888610-23-000007
Total Value
$119.6M
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 | 935,404 | $24.3M | 20.33% |
| 2 | API GROUP CORP | APG | 740,360 | $19.2M | 16.05% |
| 3 | GFL ENVIRONMENTAL INC | GFL | 525,005 | $16.7M | 13.94% |
| 4 | TFI INTL INC | 87241L109 | 101,965 | $13.1M | 10.94% |
| 5 | MERIDIANLINK INC COMMON STOCK | MRDN | 555,167 | $9.5M | 7.92% |
| 6 | POWERSCHOOL HOLDINGS INC COM CL A | 73939C106 | 403,287 | $9.1M | 7.64% |
| 7 | INTERNATIONAL MNY EXPRESS IN | INTR | 531,881 | $9.0M | 7.53% |
| 8 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 201,350 | $8.4M | 7.00% |
| 9 | FERGUSON PLC NEW | G3421J106 | 40,700 | $6.7M | 5.60% |
| 10 | MATSON INC | MATX | 36,000 | $3.2M | 2.67% |
| 11 | PAR TECHNOLOGY CORP | PAR | 12,352 | $476,046 | 0.40% |