The Analysis of Norwood Investment Partners, LP's Holdings & P&L

Currently, Norwood Investment Partners, LP holds 15 types of securities in its portfolio with a total value $88.8M. In the most recent quarter, they have increased their positions in DRVN (+330.6K shares, valued at $4.9M), ACVA (+485.3K shares, valued at $3.9M), PRTH (+629.9K shares, valued at $3.4M); decreased their positions in CWAN (-694.5K shares, valued at $16.8M), KSPI (-57.4K shares, valued at $4.5M), APG (-110.4K shares, valued at $4.2M); initiated new positions in ACVA (+485.3K shares, valued at $3.9M), PRTH (+629.9K shares, valued at $3.4M), DSP (+98.5K shares, valued at $1.2M).

1M P&L

-2.3M-2.52%

3M P&L

-3.0M-3.38%

HY P&L

+1.6M+1.89%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Infrastructure19.4M

21.9%

2Engineering & Construction17.1M

19.2%

3Waste Management12.8M

14.4%

Top Industries by Stock Count

1Software - Infrastructure4 stocks

26.7%

2Auto & Truck Dealerships2 stocks

13.3%

3Software - Application2 stocks

13.3%

Sponsored

ACVA ACV AUCTIONS INC485.3K sharesnew addition2025-12-312026-02-17

CWAN CLEARWATER ANALYTICS HLDGS I159.0K shares-81.37%2025-12-312026-02-17

KSPI KASPI KZ JSC47.7K shares-54.57%2025-12-312026-02-17

PRTH PRIORITY TECHNOLOGY HLDGS IN629.9K sharesnew addition2025-12-312026-02-17

TFII TFI INTL INC32.0K shares0.00%2025-12-312026-02-17

DSGR DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK120.7K shares0.00%2025-12-312026-02-17

DSP VIANT TECHNOLOGY INC98.5K sharesnew addition2025-12-312026-02-17

APG

API GROUP CORP

-19.85%

Shares446.0K

Event2025-12-31

Filed2026-02-17

GFL

GFL ENVIRONMENTAL INC

12.51%

Shares297.9K

Event2025-12-31

Filed2026-02-17

DRVN

DRIVEN BRANDS HLDGS INC

138.06%

Shares570.0K

Event2025-12-31

Filed2026-02-17

FLYW

FLYWIRE CORPORATION

-31.66%

Shares588.1K

Event2025-12-31

Filed2026-02-17

FSV

FIRSTSERVICE CORP NEW

100.00%

Shares40.0K

Event2025-12-31

Filed2026-02-17

MGNI

MAGNITE INC

-23.26%

Shares330.0K

Event2025-12-31

Filed2026-02-17

AMRZ

AMRIZE LTD

-5.63%

Shares73.8K

Event2025-12-31

Filed2026-02-17

EEFT

EURONET WORLDWIDE INC

-24.82%

Shares51.5K

Event2025-12-31

Filed2026-02-17

ACVA

ACV AUCTIONS INC

New

Shares485.3K

Event2025-12-31

Filed2026-02-17

CWAN

CLEARWATER ANALYTICS HLDGS I

-81.37%

Shares159.0K

Event2025-12-31

Filed2026-02-17

KSPI

KASPI KZ JSC

-54.57%

Shares47.7K

Event2025-12-31

Filed2026-02-17

PRTH

PRIORITY TECHNOLOGY HLDGS IN

New

Shares629.9K

Event2025-12-31

Filed2026-02-17

TFII

TFI INTL INC

0.00%

Shares32.0K

Event2025-12-31

Filed2026-02-17

DSGR

DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK

0.00%

Shares120.7K

Event2025-12-31

Filed2026-02-17

DSP

VIANT TECHNOLOGY INC

New

Shares98.5K

Event2025-12-31

Filed2026-02-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available