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CIK: 0001888610
Total reported value
$72.4M
$72.4M
13 檔
138.9%
In Q1 2024, Norwood Investment Partners, LP's U.S. equity holdings reached a combined market value of $72.4M, distributed across 13 disclosed stock positions.
During Q1 2024, Norwood Investment Partners, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DSGR | Distribution Solutions Group | Stock-Other | 19.95% | -0.41% | -5.58% | |
| 2 | APG | Api Group CORP | Stock-Industrials | 17.30% | -1.33% | -10.17% | |
| 3 | WSC | Willscot Holdings CORP | Stock-Industrials | 10.64% | — | +53.89% | |
| 4 | EEFT | Euronet Worldwide Inc | Stock-Tech | 8.34% | — | +49.16% | |
| 5 | IMXI | International Money Express | Stock-Other | 8.02% | — | +48.22% | |
| 6 | TFII | Tfi International Inc | Stock-Other | 7.64% | +0.74% | -27.91% | |
| 7 | ALIT | Alight Inc - Class A | Stock-Other | 7.29% | — | — | |
| 8 | VVV | Valvoline Inc | Stock-Consumer Disc | 5.62% | — | — | |
| 9 | EB4 | Eventbrite Inc-class A | Stock-Other | 5.52% | — | — | |
| 10 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 3.73% | — | -34.40% | |
| 11 | ✓ | Powerschool Holdings Inc | Stock-Other | 3.05% | — | -44.34% | |
| 12 | ✓ | Meridianlink Inc | Stock-Other | 2.56% | — | +26.63% | |
| 13 | PAR | Par Technology Corp/del | Stock-Other | 0.36% | — | — |
According to official SEC Form 13F filings, Norwood Investment Partners, LP reported a total U.S. public equity portfolio value of $72.4M across 13 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DSGR, APG, WSC) accounted for 138.9% of total reported equity market value during Q1 2024.
During Q1 2024, Norwood Investment Partners, LP's top holdings by market value included DSGR (19.9%)、APG (17.3%)、WSC (10.6%). The largest single position, DSGR, represented 19.9% of total portfolio value.
In Q1 2024, Norwood Investment Partners, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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