Norwood Investment Partners
Latest statistics and disclosures from Norwood Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GFL, CTRI, TFII, DRVN, APG, and represent 59.24% of Norwood Investment Partners's stock portfolio.
- Added to shares of these 5 stocks: CTRI (+$5.9M), GFL, BMI, DSP, SNDA.
- Started 2 new stock positions in BMI, SNDA.
- Reduced shares in these 10 stocks: AMRZ (-$5.2M), FLYW, VRRM, FSV, DRVN, MGNI, TFII, KSPI, APG, TTAM.
- Sold out of its positions in VRRM, TTAM, AMRZ.
- Norwood Investment Partners was a net seller of stock by $-1.5M.
- Norwood Investment Partners has $72M in assets under management (AUM), dropping by 11.47%.
- Central Index Key (CIK): 0001888610
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Portfolio Holdings for Norwood Investment Partners
Norwood Investment Partners holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Gfl Environmental Sub Vtg Shs (GFL) | 15.2 | $11M | +47% | 300k | 36.79 |
|
| Centuri Holdings Common (CTRI) | 12.6 | $9.1M | +179% | 302k | 30.24 |
|
| Tfii Cn (TFII) | 11.4 | $8.3M | -9% | 58k | 143.57 |
|
| Driven Brands Hldgs (DRVN) | 10.3 | $7.5M | -14% | 535k | 13.94 |
|
| Api Group Corp Com Stk (APG) | 9.6 | $7.0M | -6% | 165k | 42.35 |
|
| Magnite Ord (MGNI) | 6.2 | $4.5M | -17% | 235k | 18.98 |
|
| Lawson Products (DSGR) | 5.9 | $4.3M | 156k | 27.35 |
|
|
| Viant Technology Com Cl A (DSP) | 5.9 | $4.2M | +52% | 335k | 12.66 |
|
| Priority Technology Hldgs In (PRTH) | 5.0 | $3.6M | -2% | 542k | 6.67 |
|
| Flywire Corporation Com Vtg (FLYW) | 4.9 | $3.6M | -47% | 204k | 17.57 |
|
| Badger Meter (BMI) | 4.7 | $3.4M | NEW | 23k | 148.38 |
|
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 3.5 | $2.5M | -19% | 29k | 86.64 |
|
| Firstservice Corp (FSV) | 2.7 | $2.0M | -48% | 14k | 142.11 |
|
| Capital Sr Living Corp (SNDA) | 2.0 | $1.4M | NEW | 35k | 40.80 |
|
Past Filings by Norwood Investment Partners
SEC 13F filings are viewable for Norwood Investment Partners going back to 2021
- Norwood Investment Partners 2026 Q2 filed Aug. 12, 2026
- Norwood Investment Partners 2026 Q1 filed May 14, 2026
- Norwood Investment Partners 2025 Q4 filed Feb. 17, 2026
- Norwood Investment Partners 2025 Q3 filed Nov. 12, 2025
- Norwood Investment Partners 2025 Q2 filed Aug. 12, 2025
- Norwood Investment Partners 2025 Q1 filed May 6, 2025
- 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