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Norwood Investment Partners Lp

Portfolio Manager
Norwood Investment Partners LP
Performance
-8.08% (2026 Q1)
AUM (13F)
$64.96M
# of Holdings
15
Performance Rank
Allocation (Top 20)
99.99%

Norwood Investment Partners Lp Holdings Map

Top 15 Norwood Investment Partners Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
GFL
GFL ENVIRONMENTAL INC
13.1%204.0K$8.5M
-31.53%(-93.92K)
2025-Q1: 220.0K shares2025-Q2: 311.9K shares2025-Q3: 264.8K shares2025-Q4: 297.9K shares2026-Q1: 204.0K shares
$38.77(-4.33%)
2026-03-31
DRVN
DRIVEN BRANDS HLDGS INC
12.21%629.0K$7.9M
+10.35%(+59.00K)
2025-Q1: 927.2K shares2025-Q2: 778.0K shares2025-Q3: 239.4K shares2025-Q4: 570.0K shares2026-Q1: 629.0K shares
$15.75(-17.45%)
2026-03-31
APG
API GROUP CORP
10.98%176.0K$7.1M
-60.54%(-270.00K)
2025-Q1: 432.8K shares2025-Q2: 371.0K shares2025-Q3: 556.4K shares2025-Q4: 446.0K shares2026-Q1: 176.0K shares
$16.40(+163.65%)
2026-03-31
TFII
TFI INTL INC
10.7%64.0K$7.0M
+100.00%(+32.00K)
2025-Q1: 72.4K shares2025-Q2: 35.8K shares2025-Q3: 32.0K shares2025-Q4: 32.0K shares2026-Q1: 64.0K shares
$108.23(+30.42%)
2026-03-31
AMRZ
AMRIZE LTD
7.97%92.4K$5.2M
+25.25%(+18.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 78.2K shares2025-Q4: 73.8K shares2026-Q1: 92.4K shares
$50.25(-2.47%)
2026-03-31
FLYW
FLYWIRE CORPORATION
6.95%388.0K$4.5M
-34.02%(-200.08K)
2025-Q1: 445.5K shares2025-Q2: 580.1K shares2025-Q3: 860.5K shares2025-Q4: 588.1K shares2026-Q1: 388.0K shares
$14.93(+7.58%)
2026-03-31
DSGR
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK
6.28%155.5K$4.1M
+28.82%(+34.79K)
2025-Q1: 311.3K shares2025-Q2: 140.7K shares2025-Q3: 120.7K shares2025-Q4: 120.7K shares2026-Q1: 155.5K shares
$24.00(+12.32%)
2026-03-31
FSV
FIRSTSERVICE CORP NEW
5.84%27.3K$3.8M
-31.70%(-12.68K)
2025-Q1: 13.1K shares2025-Q2: 28.9K shares2025-Q3: 20.0K shares2025-Q4: 40.0K shares2026-Q1: 27.3K shares
$172.39(-24.76%)
2026-03-31
MGNI
MAGNITE INC
5.21%285.0K$3.4M
-13.64%(-45.00K)
2025-Q1: 0 shares2025-Q2: 462.0K shares2025-Q3: 430.0K shares2025-Q4: 330.0K shares2026-Q1: 285.0K shares
$17.86(-28.22%)
2026-03-31
CTRI
CENTURI HOLDINGS INC COM SHS
4.86%108.0K$3.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 108.0K shares
$27.23(+14.91%)
2026-03-31

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