Filed: 5/6/2025ACC: 0001888610-25-000002
📋 What this filing means
NORWOOD INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $112.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$112.06M
Total AUM (reported)
5.93M
Total Shares
Allocation by class
COM$55.75M49.8%
COM CL A$17.73M15.8%
COM STK$15.48M13.8%
SUB VTG SHS$10.63M9.5%
COMMON STOCK$4.87M4.3%
COM VTG$4.23M3.8%
SHS$3.36M3.0%
Portfolio Concentration
Top 3$46.22M41.2%
4–10$54.14M48.3%
11–25$11.70M10.4%
Top 3 weight
41.2%
Top 10 weight
89.6%
Voting Authority Distribution
Total shares with voting rights: 5.93M
Sole
Full voting authority
5.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
DRIVEN BRANDS HLDGS INC
SOLEShares927.20K
TypeSH
Market value$15.89M
14.18%
Sole
927.20K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares432.80K
TypeSH
Market value$15.48M
13.81%
Sole
432.80K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares2.50M
TypeSH
Market value$14.85M
13.25%
Sole
2.50M
Shared
0.00
None
0.00
GFL ENVIRONMENTAL INC
SOLEShares220K
TypeSH
Market value$10.63M
9.48%
Sole
220K
Shared
0.00
None
0.00
PAR TECHNOLOGY CORP
SOLEShares165.80K
TypeSH
Market value$10.17M
9.08%
Sole
165.80K
Shared
0.00
None
0.00
EURONET WORLDWIDE INC
SOLEShares92.83K
TypeSH
Market value$9.92M
8.85%
Sole
92.83K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK
SOLEShares311.28K
TypeSH
Market value$8.72M
7.78%
Sole
311.28K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares72.36K
TypeSH
Market value$5.60M
5.00%
Sole
72.36K
Shared
0.00
None
0.00
MERIDIANLINK INC COMMON STOCK
SOLEShares262.93K
TypeSH
Market value$4.87M
4.35%
Sole
262.93K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares445.55K
TypeSH
Market value$4.23M
3.78%
Sole
445.55K
Shared
0.00
None
0.00
FERGUSON PLC NEW
SOLEShares21K
TypeSH
Market value$3.36M
3.00%
Sole
21K
Shared
0.00
None
0.00
FIRST ADVANTAGE CORP NEW
SOLEShares232.22K
TypeSH
Market value$3.27M
2.92%
Sole
232.22K
Shared
0.00
None
0.00
VIANT TECHNOLOGY INC
SOLEShares232.16K
TypeSH
Market value$2.88M
2.57%
Sole
232.16K
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares13.14K
TypeSH
Market value$2.18M
1.95%
Sole
13.14K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DRIVEN BRANDS HLDGS INCSOLE | COM | 927.20K | SH | $15.89M 14.18% | 927.20K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 432.80K | SH | $15.48M 13.81% | 432.80K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 2.50M | SH | $14.85M 13.25% | 2.50M | 0.00 | 0.00 |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 220K | SH | $10.63M 9.48% | 220K | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 165.80K | SH | $10.17M 9.08% | 165.80K | 0.00 | 0.00 |
EURONET WORLDWIDE INCSOLE | COM | 92.83K | SH | $9.92M 8.85% | 92.83K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCKSOLE | COM | 311.28K | SH | $8.72M 7.78% | 311.28K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 72.36K | SH | $5.60M 5.00% | 72.36K | 0.00 | 0.00 |
MERIDIANLINK INC COMMON STOCKSOLE | COMMON STOCK | 262.93K | SH | $4.87M 4.35% | 262.93K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 445.55K | SH | $4.23M 3.78% | 445.55K | 0.00 | 0.00 |
FERGUSON PLC NEWSOLE | SHS | 21K | SH | $3.36M 3.00% | 21K | 0.00 | 0.00 |
FIRST ADVANTAGE CORP NEWSOLE | COM | 232.22K | SH | $3.27M 2.92% | 232.22K | 0.00 | 0.00 |
VIANT TECHNOLOGY INCSOLE | COM CL A | 232.16K | SH | $2.88M 2.57% | 232.16K | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | COM | 13.14K | SH | $2.18M 1.95% | 13.14K | 0.00 | 0.00 |