Institutional
Norwood Investment Partners, LP
CIK 0001888610
$65.0M
Reported AUM
15
Positions
Q1 2026
Period
2026-05-14
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GFL | GFL ENVIRONMENTAL INC | $41.37 | 2.81% | -17.47% | 17.45% | $8.5M | 13.10% | — | HELD |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | $14.35 | -4.14% | -13.44% | -51.59% | $7.9M | 12.21% | — | HELD |
| 3 | APG | API GROUP CORP | $39.20 | 1.95% | 10.79% | 151.33% | $7.1M | 10.98% | — | HELD |
| 4 | TFII | TFI INTL INC | $134.29 | -4.78% | 66.91% | 32.24% | $7.0M | 10.70% | — | HELD |
| 5 | AMRZ | AMRIZE LTD | $49.60 | 0.28% | -2.08% | -2.29% | $5.2M | 7.97% | — | HELD |
| 6 | FLYW | FLYWIRE CORPORATION | $16.27 | -1.75% | 56.22% | -63.11% | $4.5M | 6.95% | — | HELD |
| 7 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $34.56 | 0.06% | 19.43% | 30.96% | $4.1M | 6.28% | — | HELD |
| 8 | FSV | FIRSTSERVICE CORP NEW | $144.57 | 1.52% | -26.99% | -21.33% | $3.8M | 5.84% | — | HELD |
| 9 | MGNI | MAGNITE INC | $19.39 | -1.72% | -11.09% | -32.01% | $3.4M | 5.21% | — | HELD |
| 10 | CTRI | CENTURI HOLDINGS INC COM SHS | $26.84 | 10.45% | 27.57% | -2.22% | $3.2M | 4.86% | — | HELD |
| 11 | KSPI | KASPI KZ JSC | $89.04 | 2.18% | 22.14% | -4.76% | $2.7M | 4.15% | — | HELD |
| 12 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $6.61 | -1.78% | -1.93% | 9.62% | $2.6M | 4.04% | — | HELD |
| 13 | DSP | VIANT TECHNOLOGY INC | $11.42 | -0.35% | -16.21% | -16.95% | $2.5M | 3.79% | — | HELD |
| 14 | VRRM | VERRA MOBILITY CORP | $5.14 | 0.78% | -79.14% | -66.86% | $2.4M | 3.67% | — | HELD |
| 15 | TTAM | TITAN AMER SA | $15.91 | -0.38% | 16.42% | 19.17% | $153K | 0.24% | — | HELD |
Source: SEC EDGAR · accession 0001888610-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.