Q1 2025 · 13F-HR
Norwood Investment Partners, LPholdings as filed
Filed 2025-05-06 · accession 0001888610-25-000002
$112.1M
Reported value
14
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 26210V102 | DRVN | DRIVEN BRANDS HLDGS INC | $15.9M | 14.2% | 927,200 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $15.5M | 13.8% | 432,798 | Common | SOLE |
| 01626W101 | ALIT | ALIGHT INC | $14.9M | 13.3% | 2,504,867 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC | $10.6M | 9.48% | 220,000 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $10.2M | 9.08% | 165,800 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $9.9M | 8.85% | 92,828 | Common | SOLE |
| 520776105 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $8.7M | 7.78% | 311,281 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $5.6M | 5.00% | 72,356 | Common | SOLE |
| 58985J105 | — | MERIDIANLINK INC COMMON STOCK | $4.9M | 4.35% | 262,927 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $4.2M | 3.78% | 445,546 | Common | SOLE |
| G3421J106 | FERG1GBX | FERGUSON PLC NEW | $3.4M | 3.00% | 21,000 | Common | SOLE |
| 31846B108 | FA | FIRST ADVANTAGE CORP NEW | $3.3M | 2.92% | 232,222 | Common | SOLE |
| 92557A101 | DSP | VIANT TECHNOLOGY INC | $2.9M | 2.57% | 232,161 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $2.2M | 1.95% | 13,140 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.