Q4 2025 · 13F-HR
Norwood Investment Partners, LPholdings as filed
Filed 2026-02-17 · accession 0001888610-26-000001
$88.8M
Reported value
15
Positions
2025-12-31
Period end
The Brief · Norwood Investment Partners, LP · Q4 2025
AI · grounded in 13F
Norwood Investment Partners, LP closed its position in THRY for a reduction of $7.1M. The fund established new positions in ACVA and PRTH, adding $3.9M and $3.4M respectively. Other notable activity includes closing positions in PAR and CLBT, while increasing its stake in DRVN by 138%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 00187Y100 | APG | API GROUP CORP | $17.1M | 19.2% | 446,000 | Common | SOLE |
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC | $12.8M | 14.4% | 297,920 | Common | SOLE |
| 26210V102 | DRVN | DRIVEN BRANDS HLDGS INC | $8.4M | 9.51% | 570,000 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $8.3M | 9.38% | 588,083 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $6.2M | 7.00% | 40,000 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $5.4M | 6.03% | 330,000 | Common | SOLE |
| H2927K103 | AMRZ | AMRIZE LTD | $4.0M | 4.49% | 73,800 | Common | SOLE |
| 298736109 | EEFT | EURONET WORLDWIDE INC | $3.9M | 4.41% | 51,500 | Common | SOLE |
| 00091G104 | ACVA | ACV AUCTIONS INC | $3.9M | 4.38% | 485,307 | Common | SOLE |
| 185123106 | CWAN | CLEARWATER ANALYTICS HLDGS I | $3.8M | 4.32% | 159,000 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $3.7M | 4.20% | 47,746 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $3.4M | 3.87% | 629,869 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $3.3M | 3.72% | 32,000 | Common | SOLE |
| 520776105 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $3.3M | 3.72% | 120,700 | Common | SOLE |
| 92557A101 | DSP | VIANT TECHNOLOGY INC | $1.2M | 1.34% | 98,511 | 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.