Institutional Manager · CIK 0001888610
Norwood Investment Partners, LP
MILL VALLEY, CA · File #028-21757
Latest AUM
$88.8M
Positions
15
Top-10 Concentration
83.2%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202515 pos · $88.8M
- 13F HOLDINGS REPORTQ/E Sep 202515 pos · $116.3M
- 13F HOLDINGS REPORTQ/E Jun 202515 pos · $133.5M
- 13F HOLDINGS REPORTQ/E Mar 202514 pos · $112.1M
- 13F HOLDINGS REPORTQ/E Dec 202412 pos · $140.1M
- 13F HOLDINGS REPORTQ/E Sep 202412 pos · $148.2M
- 13F HOLDINGS REPORTQ/E Jun 202411 pos · $155.3M
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $156.6M
- 13F HOLDINGS REPORTQ/E Dec 202311 pos · $119.6M
- 13F HOLDINGS REPORTQ/E Sep 202311 pos · $131.9M
- 13F HOLDINGS REPORTQ/E Jun 202311 pos · $145,085
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202311 pos · $124,519
- 13F HOLDINGS REPORTQ/E Mar 202311 pos · $112,749
Top 15 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | API GROUP CORP | APG | 446,000 | $17.1M | 19.21% |
| 2 | GFL ENVIRONMENTAL INC | GFL | 297,920 | $12.8M | 14.41% |
| 3 | DRIVEN BRANDS HLDGS INC | DRVN | 570,000 | $8.4M | 9.51% |
| 4 | FLYWIRE CORPORATION | FLYW | 588,083 | $8.3M | 9.38% |
| 5 | FIRSTSERVICE CORP NEW | FSV | 40,000 | $6.2M | 7.00% |
| 6 | MAGNITE INC | MGNI | 330,000 | $5.4M | 6.03% |
| 7 | AMRIZE LTD | AMRZ | 73,800 | $4.0M | 4.49% |
| 8 | EURONET WORLDWIDE INC | EEFT | 51,500 | $3.9M | 4.41% |
| 9 | ACV AUCTIONS INC | ACVA | 485,307 | $3.9M | 4.38% |
| 10 | CLEARWATER ANALYTICS HLDGS I | CWAN | 159,000 | $3.8M | 4.32% |
| 11 | KASPI KZ JSC | 48581R205 | 47,746 | $3.7M | 4.20% |
| 12 | PRIORITY TECHNOLOGY HLDGS IN | PRTHU | 629,869 | $3.4M | 3.87% |
| 13 | TFI INTL INC | 87241L109 | 32,000 | $3.3M | 3.72% |
| 14 | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | 520776105 | 120,700 | $3.3M | 3.72% |
| 15 | VIANT TECHNOLOGY INC | DSP | 98,511 | $1.2M | 1.34% |