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 $65.0M. In the most recent quarter, they have increased their positions in TFII (+32.0K shares, valued at $3.5M), CTRI (+108.0K shares, valued at $3.2M), VRRM (+167.0K shares, valued at $2.4M); decreased their positions in APG (-270.0K shares, valued at $10.9M), GFL (-93.9K shares, valued at $3.9M), FLYW (-200.1K shares, valued at $2.3M); initiated new positions in CTRI (+108.0K shares, valued at $3.2M), VRRM (+167.0K shares, valued at $2.4M), TTAM (+10.2K shares, valued at $153.1K).

1M P&L

+3.8M+5.42%

3M P&L

+6.5M+9.66%

HY P&L

+290.3K+0.39%

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 - Infrastructure9.8M

15.1%

2Waste Management8.5M

13.1%

3Auto & Truck Dealerships7.9M

12.2%

Top Industries by Stock Count

1Software - Infrastructure3 stocks

20.0%

2Building Materials2 stocks

13.3%

3Engineering & Construction1 stocks

6.7%

Sponsored

MGNI MAGNITE INC285.0K shares-13.64%2026-03-312026-05-14

CTRI CENTURI HOLDINGS INC COM SHS108.0K sharesnew addition2026-03-312026-05-14

KSPI KASPI KZ JSC36.4K shares-23.73%2026-03-312026-05-14

PRTH PRIORITY TECHNOLOGY HLDGS IN556.0K shares-11.73%2026-03-312026-05-14

DSP VIANT TECHNOLOGY INC220.0K shares123.33%2026-03-312026-05-14

VRRM VERRA MOBILITY CORP167.0K sharesnew addition2026-03-312026-05-14

TTAM TITAN AMER SA10.2K sharesnew addition2026-03-312026-05-14

GFL

GFL ENVIRONMENTAL INC

-31.53%

Shares204.0K

Event2026-03-31

Filed2026-05-14

DRVN

DRIVEN BRANDS HLDGS INC

10.35%

Shares629.0K

Event2026-03-31

Filed2026-05-14

APG

API GROUP CORP

-60.54%

Shares176.0K

Event2026-03-31

Filed2026-05-14

TFII

TFI INTL INC

100.00%

Shares64.0K

Event2026-03-31

Filed2026-05-14

AMRZ

AMRIZE LTD

25.25%

Shares92.4K

Event2026-03-31

Filed2026-05-14

FLYW

FLYWIRE CORPORATION

-34.02%

Shares388.0K

Event2026-03-31

Filed2026-05-14

DSGR

DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK

28.82%

Shares155.5K

Event2026-03-31

Filed2026-05-14

FSV

FIRSTSERVICE CORP NEW

-31.70%

Shares27.3K

Event2026-03-31

Filed2026-05-14

MGNI

MAGNITE INC

-13.64%

Shares285.0K

Event2026-03-31

Filed2026-05-14

CTRI

CENTURI HOLDINGS INC COM SHS

New

Shares108.0K

Event2026-03-31

Filed2026-05-14

KSPI

KASPI KZ JSC

-23.73%

Shares36.4K

Event2026-03-31

Filed2026-05-14

PRTH

PRIORITY TECHNOLOGY HLDGS IN

-11.73%

Shares556.0K

Event2026-03-31

Filed2026-05-14

DSP

VIANT TECHNOLOGY INC

123.33%

Shares220.0K

Event2026-03-31

Filed2026-05-14

VRRM

VERRA MOBILITY CORP

New

Shares167.0K

Event2026-03-31

Filed2026-05-14

TTAM

TITAN AMER SA

New

Shares10.2K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available