13F HOLDINGS REPORT
Norwood Investment Partners, LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001888610-24-000002
Total Value
$156.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | 520776105 | 880,353 | $31.2M | 19.95% |
| 2 | API GROUP CORP | APG | 689,594 | $27.1M | 17.30% |
| 3 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 358,201 | $16.7M | 10.64% |
| 4 | EURONET WORLDWIDE INC | EEFT | 118,748 | $13.1M | 8.34% |
| 5 | INTERNATIONAL MNY EXPRESS IN | INTR | 550,029 | $12.6M | 8.02% |
| 6 | TFI INTL INC | 87241L109 | 74,976 | $12.0M | 7.64% |
| 7 | ALIGHT INC | ALIT | 1,158,400 | $11.4M | 7.29% |
| 8 | VALVOLINE INC | VVV | 197,439 | $8.8M | 5.62% |
| 9 | EVENTBRITE INC | EVEX-WT | 1,576,207 | $8.6M | 5.52% |
| 10 | FERGUSON PLC NEW | G3421J106 | 26,700 | $5.8M | 3.73% |
| 11 | POWERSCHOOL HOLDINGS INC COM CL A | 73939C106 | 224,225 | $4.8M | 3.05% |
| 12 | MERIDIANLINK INC COMMON STOCK | MRDN | 214,000 | $4.0M | 2.56% |
| 13 | PAR TECHNOLOGY CORP | PAR | 12,352 | $560,287 | 0.36% |