13F HOLDINGS REPORT
Norwood Investment Partners, LP
Quarter ended Q2 2025 · Filed August 12, 2025 · Accession 0001888610-25-000004
Total Value
$133.5M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | API GROUP CORP | APG | 370,960 | $18.9M | 14.19% |
| 2 | GFL ENVIRONMENTAL INC | GFL | 311,864 | $15.7M | 11.79% |
| 3 | CLEARWATER ANALYTICS HLDGS I | CWAN | 702,100 | $15.4M | 11.53% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 778,048 | $13.7M | 10.24% |
| 5 | MAGNITE INC | MGNI | 462,000 | $11.1M | 8.35% |
| 6 | KASPI KZ JSC | 48581R205 | 95,104 | $8.1M | 6.05% |
| 7 | ALIGHT INC | ALIT | 1,331,544 | $7.5M | 5.65% |
| 8 | THRYV HLDGS INC | THRY | 575,548 | $7.0M | 5.24% |
| 9 | FLYWIRE CORPORATION | FLYW | 580,076 | $6.8M | 5.08% |
| 10 | PAR TECHNOLOGY CORP | PAR | 93,000 | $6.5M | 4.83% |
| 11 | EURONET WORLDWIDE INC | EEFT | 60,000 | $6.1M | 4.56% |
| 12 | FIRSTSERVICE CORP NEW | FSV | 28,877 | $5.0M | 3.78% |
| 13 | MERIDIANLINK INC COMMON STOCK | MRDN | 281,000 | $4.6M | 3.42% |
| 14 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | 520776105 | 140,700 | $3.9M | 2.90% |
| 15 | TFI INTL INC | 87241L109 | 35,822 | $3.2M | 2.41% |