Norwood Investment Partners
Latest statistics and disclosures from Norwood Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APG, DSGR, ALIT, PAR, TFII, and represent 64.72% of Norwood Investment Partners's stock portfolio.
- Added to shares of these 5 stocks: CERT (+$8.2M), FLYW (+$5.7M), FA, AVDX, TFII.
- Started 1 new stock position in CERT.
- Reduced shares in these 7 stocks: IMXI (-$12M), APG (-$7.3M), PAR, DSGR, MLNK, ALIT, EEFT.
- Sold out of its position in IMXI.
- Norwood Investment Partners was a net seller of stock by $-12M.
- Norwood Investment Partners has $140M in assets under management (AUM), dropping by -5.48%.
- Central Index Key (CIK): 0001888610
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Portfolio Holdings for Norwood Investment Partners
Norwood Investment Partners holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Api Group Corp Com Stk (APG) | 17.7 | $25M | -22% | 688k | 35.97 |
|
| Lawson Products (DSGR) | 16.6 | $23M | -14% | 674k | 34.40 |
|
| Alight Com Cl A (ALIT) | 12.3 | $17M | -8% | 2.5M | 6.92 |
|
| PAR Technology Corporation (PAR) | 10.4 | $15M | -22% | 201k | 72.67 |
|
| Tfii Cn (TFII) | 7.8 | $11M | +5% | 81k | 135.09 |
|
| First Advantage Corp (FA) | 7.6 | $11M | +55% | 569k | 18.73 |
|
| Flywire Corporation Com Vtg (FLYW) | 6.4 | $9.0M | +176% | 435k | 20.62 |
|
| Certara Ord (CERT) | 5.9 | $8.2M | NEW | 774k | 10.65 |
|
| Avidxchange Holdings (AVDX) | 5.8 | $8.1M | +62% | 781k | 10.34 |
|
| Euronet Worldwide (EEFT) | 4.4 | $6.2M | -18% | 60k | 102.84 |
|
| Ferguson SHS | 3.3 | $4.6M | 27k | 173.57 |
|
|
| Meridianlink Common Stock (MLNK) | 1.9 | $2.7M | -52% | 130k | 20.65 |
|
Past Filings by Norwood Investment Partners
SEC 13F filings are viewable for Norwood Investment Partners going back to 2021
- Norwood Investment Partners 2024 Q4 filed Feb. 11, 2025
- Norwood Investment Partners 2024 Q3 filed Nov. 12, 2024
- Norwood Investment Partners 2024 Q2 filed Aug. 9, 2024
- Norwood Investment Partners 2024 Q1 filed May 14, 2024
- Norwood Investment Partners 2023 Q4 filed Feb. 7, 2024
- Norwood Investment Partners 2023 Q3 filed Nov. 7, 2023
- Norwood Investment Partners 2023 Q2 filed Aug. 10, 2023
- Norwood Investment Partners 2023 Q1 filed May 12, 2023
- Norwood Investment Partners 2022 Q4 restated filed Feb. 15, 2023
- Norwood Investment Partners 2022 Q4 filed Feb. 10, 2023
- Norwood Investment Partners 2022 Q3 filed Nov. 14, 2022
- Norwood Investment Partners 2022 Q2 filed Aug. 2, 2022
- Norwood Investment Partners 2022 Q1 filed May 10, 2022
- Norwood Investment Partners 2021 Q4 filed Feb. 11, 2022
- Norwood Investment Partners 2021 Q4 restated filed Feb. 11, 2022