Filed: 8/12/2025ACC: 0001888610-25-000004
📋 What this filing means
NORWOOD INVESTMENT PARTNERS, LP filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $133.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$133.49M
Total AUM (reported)
5.85M
Total Shares
Allocation by class
COM$49.46M37.1%
COM STK$18.94M14.2%
SUB VTG SHS$15.74M11.8%
CL A$15.40M11.5%
SPONSORED ADS$8.07M6.0%
COM CL A$7.54M5.6%
COM NEW$7.00M5.2%
Portfolio Concentration
Top 3$50.07M37.5%
4–10$60.65M45.4%
11–25$22.76M17.1%
Top 3 weight
37.5%
Top 10 weight
82.9%
Voting Authority Distribution
Total shares with voting rights: 5.85M
Sole
Full voting authority
5.85M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
API GROUP CORP
SOLEShares370.96K
TypeSH
Market value$18.94M
14.19%
Sole
370.96K
Shared
0.00
None
0.00
GFL ENVIRONMENTAL INC
SOLEShares311.86K
TypeSH
Market value$15.74M
11.79%
Sole
311.86K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares702.10K
TypeSH
Market value$15.40M
11.53%
Sole
702.10K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares778.05K
TypeSH
Market value$13.66M
10.24%
Sole
778.05K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares462K
TypeSH
Market value$11.14M
8.35%
Sole
462K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares95.10K
TypeSH
Market value$8.07M
6.05%
Sole
95.10K
Shared
0.00
None
0.00
ALIGHT INC
SOLEShares1.33M
TypeSH
Market value$7.54M
5.65%
Sole
1.33M
Shared
0.00
None
0.00
THRYV HLDGS INC
SOLEShares575.55K
TypeSH
Market value$7.00M
5.24%
Sole
575.55K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares580.08K
TypeSH
Market value$6.79M
5.08%
Sole
580.08K
Shared
0.00
None
0.00
PAR TECHNOLOGY CORP
SOLEShares93K
TypeSH
Market value$6.45M
4.83%
Sole
93K
Shared
0.00
None
0.00
EURONET WORLDWIDE INC
SOLEShares60K
TypeSH
Market value$6.08M
4.56%
Sole
60K
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares28.88K
TypeSH
Market value$5.04M
3.78%
Sole
28.88K
Shared
0.00
None
0.00
MERIDIANLINK INC COMMON STOCK
SOLEShares281K
TypeSH
Market value$4.56M
3.42%
Sole
281K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK
SOLEShares140.70K
TypeSH
Market value$3.87M
2.90%
Sole
140.70K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares35.82K
TypeSH
Market value$3.21M
2.41%
Sole
35.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
API GROUP CORPSOLE | COM STK | 370.96K | SH | $18.94M 14.19% | 370.96K | 0.00 | 0.00 |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 311.86K | SH | $15.74M 11.79% | 311.86K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 702.10K | SH | $15.40M 11.53% | 702.10K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 778.05K | SH | $13.66M 10.24% | 778.05K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 462K | SH | $11.14M 8.35% | 462K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 95.10K | SH | $8.07M 6.05% | 95.10K | 0.00 | 0.00 |
ALIGHT INCSOLE | COM CL A | 1.33M | SH | $7.54M 5.65% | 1.33M | 0.00 | 0.00 |
THRYV HLDGS INCSOLE | COM NEW | 575.55K | SH | $7.00M 5.24% | 575.55K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 580.08K | SH | $6.79M 5.08% | 580.08K | 0.00 | 0.00 |
PAR TECHNOLOGY CORPSOLE | COM | 93K | SH | $6.45M 4.83% | 93K | 0.00 | 0.00 |
EURONET WORLDWIDE INCSOLE | COM | 60K | SH | $6.08M 4.56% | 60K | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | COM | 28.88K | SH | $5.04M 3.78% | 28.88K | 0.00 | 0.00 |
MERIDIANLINK INC COMMON STOCKSOLE | COMMON STOCK | 281K | SH | $4.56M 3.42% | 281K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCKSOLE | COM | 140.70K | SH | $3.87M 2.90% | 140.70K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 35.82K | SH | $3.21M 2.41% | 35.82K | 0.00 | 0.00 |