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CIK: 0001888610
Total reported value
$72.4M
$72.4M
15 檔
49.3%
During the Q1 2026 filing period, Norwood Investment Partners, LP (CIK: 0001888610) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $72.4M across 15 reported positions.
Norwood Investment Partners, LP executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 3 holdings and trimming 7 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GFL | Gfl Environmental Inc-sub Vt | Stock-Other | 13.10% | +2.14% | -31.53% | |
| 2 | DRVN | Driven Brands Holdings Inc | Stock-Other | 12.21% | -1.91% | +10.35% | |
| 3 | APG | Api Group CORP | Stock-Industrials | 10.98% | -1.33% | -60.54% | |
| 4 | TFII | Tfi International Inc | Stock-Other | 10.70% | +0.74% | +100.00% | |
| 5 | AMRZ | Amrize Ltd | Stock-Materials | 7.97% | -7.97% | EXIT | |
| 6 | FLYW | Flywire Corp-voting | Stock-Other | 6.95% | -2.00% | -34.02% | |
| 7 | DSGR | Distribution Solutions Group | Stock-Other | 6.28% | -0.41% | +28.82% | |
| 8 | FSV | Firstservice CORP | Stock-Other | 5.84% | -3.09% | -31.70% | |
| 9 | MGNI | Magnite Inc | Stock-Other | 5.21% | +0.95% | -13.64% | |
| 10 | CTRI | Centuri Holdings Inc | Stock-Other | 4.86% | +7.75% | — | |
| 11 | KSPI | Jsc Kaspi.kz Adr | Stock-Other | 4.15% | -0.64% | -23.73% | |
| 12 | PRTH | Priority Technology Holdings | Stock-Other | 4.04% | +0.95% | -11.73% | |
| 13 | DSP | Viant Technology Inc-a | Stock-Other | 3.79% | +2.07% | +123.33% | |
| 14 | VRRM | Verra Mobility CORP | Stock-Other | 3.67% | -3.67% | EXIT | |
| 15 | TTAM | Titan America SA | Stock-Other | 0.24% | -0.24% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TFII | Tfi International Inc | +7% | +100.00% | Add |
| 2 | AMRZ | Amrize Ltd | +3.5% | +25.25% | Add |
| 3 | DRVN | Driven Brands Holdings Inc | +2.7% | +10.35% | Add |
| 4 | DSGR | Distribution Solutions Group | +2.6% | +28.82% | Add |
| 5 | DSP | Viant Technology Inc-a | +2.5% | +123.33% | Add |
| 6 | PRTH | Priority Technology Holdings | +0.2% | -11.73% | Trim |
| 7 | KSPI | Jsc Kaspi.kz Adr | -0.1% | -23.73% | Trim |
| 8 | MGNI | Magnite Inc | -0.8% | -13.64% | Trim |
| 9 | FSV | Firstservice CORP | -1.2% | -31.70% | Trim |
| 10 | GFL | Gfl Environmental Inc-sub Vt | -1.3% | -31.53% | Trim |
| 11 | FLYW | Flywire Corp-voting | -2.4% | -34.02% | Trim |
| 12 | APG | Api Group CORP | -8.2% | -60.54% | Trim |
| 13 | EEFT | Euronet Worldwide Inc | — | EXIT | Sold out |
| 14 | ACVA | Acv Auctions Inc-a | — | EXIT | Sold out |
| 15 | CWAN | Clearwater Analytics Holdings, Inc. | — | EXIT | Sold out |
| 16 | CTRI | Centuri Holdings Inc | — | NEW | New buy |
| 17 | VRRM | Verra Mobility CORP | — | NEW | New buy |
| 18 | TTAM | Titan America SA | — | 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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including GFL, DRVN, APG) accounted for 49.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
CTRI
市值: $3.2M
Top Position Liquidated / Trimmed
EEFT
前期市值: $3.9M
During Q1 2026, Norwood Investment Partners, LP's top holdings by market value included GFL (13.1%)、DRVN (12.2%)、APG (11.0%). The largest single position, GFL, represented 13.1% of total portfolio value.
In Q1 2026, Norwood Investment Partners, LP made 18 total portfolio adjustments, initiating 3 new buys, adding to 5 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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