StockDriftsStockDriftsTop 14 Norwood Investment Partners LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GFL | GFL ENVIRONMENTAL INC | 15.24% | 300.0K | $11.0M | +47.06%(+96.00K) | $38.72(+8.23%) | 2026-06-30 | |
| CTRI | CENTURI HOLDINGS INC COM SHS | 12.61% | 302.0K | $9.1M | +179.63%(+194.00K) | $28.38(-15.75%) | 2026-06-30 | |
| TFII | TFI INTL INC | 11.44% | 57.7K | $8.3M | -9.84%(-6.29K) | $108.23(+34.54%) | 2026-06-30 | |
| DRVN | DRIVEN BRANDS HLDGS INC | 10.3% | 534.8K | $7.5M | -14.97%(-94.19K) | $15.75(-17.83%) | 2026-06-30 | |
| APG | API GROUP CORP | 9.65% | 165.0K | $7.0M | -6.25%(-11.00K) | $16.40(+167.91%) | 2026-06-30 | |
| MGNI | MAGNITE INC | 6.16% | 235.0K | $4.5M | -17.54%(-50.00K) | $17.86(+38.47%) | 2026-06-30 | |
| DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | 5.87% | 155.5K | $4.3M | +0.00%(+0) | $24.00(+45.67%) | 2026-06-30 | |
| DSP | VIANT TECHNOLOGY INC | 5.86% | 335.2K | $4.2M | +52.38%(+115.23K) | $12.87(+1.10%) | 2026-06-30 | |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | 4.99% | 542.0K | $3.6M | -2.52%(-14.02K) | $6.16(-10.88%) | 2026-06-30 | |
| FLYW | FLYWIRE CORPORATION | 4.95% | 204.0K | $3.6M | -47.42%(-184.00K) | $14.93(+26.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | -2.60% | -7.59% | — | — | -22.80% |
| Top 20 Holdings Unweighted | -2.51% | -7.35% | — | — | -28.87% |
Norwood Investment Partners LP reports $72.41M in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are GFL (15.2%), CTRI (12.6%) and TFII (11.4%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -7.59% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Norwood Investment Partners LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1888610). View Norwood Investment Partners LP’s 13F filings on SEC