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CIK: 0001888610
Total reported value
$72.4M
$72.4M
15 檔
73.0%
At the close of Q4 2025, Norwood Investment Partners, LP disclosed equity holdings valued at approximately $72.4M, spread across 15 reported holdings.
In Q4 2025, Norwood Investment Partners, LP adopted a defensive or profit-taking posture, trimming 7 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APG | Api Group CORP | Stock-Industrials | 19.21% | -1.33% | -19.85% | |
| 2 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 14.41% | +2.14% | +12.51% | |
| 3 | DRVN | Driven Brands Holdings Inc | Stock-Other | 9.51% | -1.91% | +138.06% | |
| 4 | FLYW | Flywire Corp-voting | Stock-Other | 9.38% | -2.00% | -31.66% | |
| 5 | FSV | Firstservice CORP | Stock-Other | 7.00% | -3.09% | +100.00% | |
| 6 | MGNI | Magnite Inc | Stock-Other | 6.03% | +0.95% | -23.26% | |
| 7 | AMRZ | Amrize Ltd | Stock-Materials | 4.49% | -7.97% | EXIT | |
| 8 | EEFT | Euronet Worldwide Inc | Stock-Tech | 4.41% | — | -24.82% | |
| 9 | ACVA | Acv Auctions Inc-a | Stock-Other | 4.38% | — | — | |
| 10 | CWAN | Clearwater Analytics Holdings, Inc. | Stock-Tech | 4.32% | — | -81.37% | |
| 11 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 4.20% | -0.64% | -54.57% | |
| 12 | PRTH | Priority Technology Holdings | Stock-Other | 3.87% | +0.95% | — | |
| 13 | TFII | Tfi International Inc | Stock-Other | 3.72% | +0.74% | — | |
| 14 | DSGR | Distribution Solutions Group | Stock-Other | 3.72% | -0.41% | — | |
| 15 | DSP | Viant Technology Inc-a | Stock-Other | 1.34% | +2.07% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DRVN | Driven Brands Holdings Inc | +6.2% | +138.06% | Add |
| 2 | FSV | Firstservice CORP | +3.7% | +100.00% | Add |
| 3 | GFL | Gfl Environmental Inc-sub Vt | +3.6% | +12.51% | Add |
| 4 | APG | Api Group CORP | +2.8% | -19.85% | Trim |
| 5 | TFII | Tfi International Inc | +1.3% | — | Unchanged |
| 6 | AMRZ | Amrize Ltd | +1.2% | -5.63% | Trim |
| 7 | DSGR | Distribution Solutions Group | +0.6% | — | Unchanged |
| 8 | FLYW | Flywire Corp-voting | -0.6% | -31.66% | Trim |
| 9 | EEFT | Euronet Worldwide Inc | -0.8% | -24.82% | Trim |
| 10 | MGNI | Magnite Inc | -2% | -23.26% | Trim |
| 11 | KSPI | Jsc Kaspi.kz Adr | -3.2% | -54.57% | Trim |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | -8.9% | -81.37% | Trim |
| 13 | THRY | Thryv Holdings Inc | — | EXIT | Sold out |
| 14 | PAR | Par Technology Corp/del | — | EXIT | Sold out |
| 15 | CLBT | Cellebrite DI Ltd. | — | EXIT | Sold out |
| 16 | ACVA | Acv Auctions Inc-a | — | NEW | New buy |
| 17 | PRTH | Priority Technology Holdings | — | NEW | New buy |
| 18 | DSP | Viant Technology Inc-a | — | NEW | New buy |
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 Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including APG, GFL, DRVN) accounted for 73.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACVA
市值: $3.9M
Top Position Liquidated / Trimmed
THRY
前期市值: $7.1M
During Q4 2025, Norwood Investment Partners, LP's top holdings by market value included APG (19.2%)、GFL (14.4%)、DRVN (9.5%). The largest single position, APG, represented 19.2% of total portfolio value.
In Q4 2025, Norwood Investment Partners, LP made 16 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 7 holdings, and fully liquidating 3 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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