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CIK: 0001888610
Total reported value
$72.4M
$72.4M
15 檔
94.0%
As reported in its official Q3 2025 Form 13F filing, Norwood Investment Partners, LP's tracked investment portfolio stood at $72.4M with 15 total positions.
Norwood Investment Partners, LP executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 5 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APG | Api Group CORP | Stock-Industrials | 16.45% | -1.33% | +50.00% | |
| 2 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 13.23% | — | +21.57% | |
| 3 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 10.79% | +2.14% | -15.09% | |
| 4 | FLYW | Flywire Corp-voting | Stock-Other | 10.02% | -2.00% | +48.34% | |
| 5 | MGNI | Magnite Inc | Stock-Other | 8.05% | +0.95% | -6.93% | |
| 6 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 7.38% | -0.64% | +10.51% | |
| 7 | THRY | Thryv Holdings Inc | Stock-Other | 6.15% | — | +2.95% | |
| 8 | EEFT | Euronet Worldwide Inc | Stock-Tech | 5.17% | — | +14.17% | |
| 9 | PAR | Par Technology Corp/del | Stock-Other | 3.68% | — | +16.13% | |
| 10 | CLBT | Cellebrite DI Ltd. | Stock-Other | 3.68% | — | — | |
| 11 | DRVN | Driven Brands Holdings Inc | Stock-Other | 3.32% | -1.91% | -69.23% | |
| 12 | FSV | Firstservice CORP | Stock-Other | 3.28% | -3.09% | -30.74% | |
| 13 | AMRZ | Amrize Ltd | Stock-Materials | 3.26% | -7.97% | EXIT | |
| 14 | DSGR | Distribution Solutions Group | Stock-Other | 3.12% | -0.41% | -14.21% | |
| 15 | TFII | Tfi International Inc | Stock-Other | 2.42% | +0.74% | -10.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FLYW | Flywire Corp-voting | +6.2% | +48.34% | Add |
| 2 | APG | Api Group CORP | +2.6% | +50.00% | Add |
| 3 | FSV | Firstservice CORP | +1.3% | -30.74% | Add |
| 4 | GFL | Gfl Environmental Inc-sub Vt | +1.3% | -15.09% | Add |
| 5 | TFII | Tfi International Inc | -2.6% | -10.67% | Trim |
| 6 | EEFT | Euronet Worldwide Inc | -3.7% | +14.17% | Trim |
| 7 | DSGR | Distribution Solutions Group | -4.7% | -14.21% | Trim |
| 8 | PAR | Par Technology Corp/del | -5.4% | +16.13% | Trim |
| 9 | DRVN | Driven Brands Holdings Inc | -10.9% | -69.23% | Trim |
| 10 | CWAN | Clearwater Analytics Holdings, Inc. | — | NEW | New buy |
| 11 | ALIT | Alight Inc - Class A | — | EXIT | Sold out |
| 12 | MGNI | Magnite Inc | — | NEW | New buy |
| 13 | KSPI | Jsc Kaspi.kz Adr | — | NEW | New buy |
| 14 | THRY | Thryv Holdings Inc | — | NEW | New buy |
| 15 | ✓ | Meridianlink Inc | — | EXIT | Sold out |
| 16 | CLBT | Cellebrite DI Ltd. | — | NEW | New buy |
| 17 | AMRZ | Amrize Ltd | — | NEW | New buy |
| 18 | FERG | Ferguson Enterprises Inc. | — | EXIT | Sold out |
| 19 | FA | First Advantage CORP | — | EXIT | Sold out |
| 20 | DSP | Viant Technology Inc-a | — | EXIT | Sold out |
According to official SEC Form 13F filings, Norwood Investment Partners, LP reported a total U.S. public equity portfolio value of $72.4M across 15 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APG, CWAN, GFL) accounted for 94.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
CWAN
市值: $15.4M
Top Position Liquidated / Trimmed
ALIT
前期市值: $14.9M
During Q3 2025, Norwood Investment Partners, LP's top holdings by market value included APG (16.4%)、CWAN (13.2%)、GFL (10.8%). The largest single position, APG, represented 16.4% of total portfolio value.
In Q3 2025, Norwood Investment Partners, LP made 20 total portfolio adjustments, initiating 6 new buys, adding to 4 positions, trimming 5 holdings, and fully liquidating 5 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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