Q1 2026 · 13F-HR
Norwood Investment Partners, LPholdings as filed
Filed 2026-05-14 · accession 0001888610-26-000002
$65.0M
Reported value
15
Positions
2026-03-31
Period end
The Brief · Norwood Investment Partners, LP · Q1 2026
AI · grounded in 13F
Norwood Investment Partners, LP closed its position in EEFT for a reduction of $3.92M. The fund also exited positions in ACVA and CWAN, totaling approximately $7.73M in combined divestments. On the buy side, the fund established new positions in CTRI for $3.15M and VRRM for $2.39M. Additionally, the fund doubled its share count in TFII and increased its stake in DSP by 123.3%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 36168Q104 | GFL | GFL ENVIRONMENTAL INC | $8.5M | 13.1% | 204,000 | Common | SOLE |
| 26210V102 | DRVN | DRIVEN BRANDS HLDGS INC | $7.9M | 12.2% | 629,000 | Common | SOLE |
| 00187Y100 | APG | API GROUP CORP | $7.1M | 11.0% | 176,000 | Common | SOLE |
| 87241L109 | TFII | TFI INTL INC | $7.0M | 10.7% | 64,000 | Common | SOLE |
| H2927K103 | AMRZ | AMRIZE LTD | $5.2M | 7.97% | 92,438 | Common | SOLE |
| 302492103 | FLYW | FLYWIRE CORPORATION | $4.5M | 6.95% | 388,000 | Common | SOLE |
| 520776105 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $4.1M | 6.28% | 155,488 | Common | SOLE |
| 33767E202 | FSV | FIRSTSERVICE CORP NEW | $3.8M | 5.84% | 27,319 | Common | SOLE |
| 55955D100 | MGNI | MAGNITE INC | $3.4M | 5.21% | 285,000 | Common | SOLE |
| 155923105 | CTRI | CENTURI HOLDINGS INC COM SHS | $3.2M | 4.86% | 108,000 | Common | SOLE |
| 48581R205 | KSPI | KASPI KZ JSC | $2.7M | 4.15% | 36,416 | Common | SOLE |
| 74275G107 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $2.6M | 4.04% | 556,016 | Common | SOLE |
| 92557A101 | DSP | VIANT TECHNOLOGY INC | $2.5M | 3.79% | 220,000 | Common | SOLE |
| 92511U102 | VRRM | VERRA MOBILITY CORP | $2.4M | 3.67% | 167,000 | Common | SOLE |
| B9151N105 | TTAM | TITAN AMER SA | $153,141 | 0.24% | 10,223 | 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.