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 | $40.24 | 2.78% | -18.49% | 15.99% | $8.5M | 13.10% | — | HELD |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | $14.97 | 0.00% | -9.99% | -49.67% | $7.9M | 12.21% | — | HELD |
| 3 | APG | API GROUP CORP | $38.45 | -2.24% | 8.65% | 146.47% | $7.1M | 10.98% | — | HELD |
| 4 | TFII | TFI INTL INC | $141.03 | -4.55% | 74.88% | 38.55% | $7.0M | 10.70% | — | HELD |
| 5 | AMRZ | AMRIZE LTD | $49.46 | -1.81% | -0.27% | -0.49% | $5.2M | 7.97% | — | HELD |
| 6 | FLYW | FLYWIRE CORPORATION | $16.56 | 0.00% | 60.23% | -62.16% | $4.5M | 6.95% | — | HELD |
| 7 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $34.54 | -0.26% | 19.43% | 30.96% | $4.1M | 6.28% | — | HELD |
| 8 | FSV | FIRSTSERVICE CORP NEW | $142.41 | -0.43% | -25.80% | -20.05% | $3.8M | 5.84% | — | HELD |
| 9 | MGNI | MAGNITE INC | $19.73 | 0.15% | -11.22% | -32.12% | $3.4M | 5.21% | — | HELD |
| 10 | CTRI | CENTURI HOLDINGS INC COM SHS | $24.30 | -6.68% | 15.49% | -11.48% | $3.2M | 4.86% | — | HELD |
| 11 | KSPI | KASPI KZ JSC | $87.14 | 0.53% | 19.53% | -6.79% | $2.7M | 4.15% | — | HELD |
| 12 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $6.73 | -2.32% | 2.37% | 14.43% | $2.6M | 4.04% | — | HELD |
| 13 | DSP | VIANT TECHNOLOGY INC | $11.46 | 0.88% | -16.65% | -17.38% | $2.5M | 3.79% | — | HELD |
| 14 | VRRM | VERRA MOBILITY CORP | $5.10 | 22.01% | -78.75% | -66.25% | $2.4M | 3.67% | — | HELD |
| 15 | TTAM | TITAN AMER SA | $15.97 | -9.36% | 18.69% | 21.49% | $153K | 0.24% | — | HELD |
Source: SEC EDGAR · accession 0001888610-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.