Filed: 2/17/2026ACC: 0001888610-26-000001
π What this filing means
NORWOOD INVESTMENT PARTNERS, LP filed this quarterly 13FβHR report disclosing 15 equity positions with a total reported market value of $88.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$88.81M
Total AUM (reported)
3.97M
Total Shares
Allocation by class
COM$33.99M38.3%
COM STK$17.06M19.2%
SUB VTG SHS$12.80M14.4%
COM VTG$8.33M9.4%
COM CL A$5.08M5.7%
SHS$3.99M4.5%
CL A$3.84M4.3%
Portfolio Concentration
Top 3$38.31M43.1%
4β10$35.54M40.0%
11β25$14.96M16.8%
Top 3 weight
43.1%
Top 10 weight
83.2%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Sole
Full voting authority
3.97M
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 Β· 100.0% of voting shares
Institutional Holdings15
Rows:
API GROUP CORP
SOLEShares446K
TypeSH
Market value$17.06M
19.21%
Sole
446K
Shared
0.00
None
0.00
GFL ENVIRONMENTAL INC
SOLEShares297.92K
TypeSH
Market value$12.80M
14.41%
Sole
297.92K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares570K
TypeSH
Market value$8.45M
9.51%
Sole
570K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares588.08K
TypeSH
Market value$8.33M
9.38%
Sole
588.08K
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares40K
TypeSH
Market value$6.22M
7.00%
Sole
40K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares330K
TypeSH
Market value$5.36M
6.03%
Sole
330K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares73.80K
TypeSH
Market value$3.99M
4.49%
Sole
73.80K
Shared
0.00
None
0.00
EURONET WORLDWIDE INC
SOLEShares51.50K
TypeSH
Market value$3.92M
4.41%
Sole
51.50K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares485.31K
TypeSH
Market value$3.89M
4.38%
Sole
485.31K
Shared
0.00
None
0.00
CLEARWATER ANALYTICS HLDGS I
SOLEShares159K
TypeSH
Market value$3.84M
4.32%
Sole
159K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares47.75K
TypeSH
Market value$3.73M
4.20%
Sole
47.75K
Shared
0.00
None
0.00
PRIORITY TECHNOLOGY HLDGS IN
SOLEShares629.87K
TypeSH
Market value$3.43M
3.87%
Sole
629.87K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares32K
TypeSH
Market value$3.31M
3.72%
Sole
32K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK
SOLEShares120.70K
TypeSH
Market value$3.31M
3.72%
Sole
120.70K
Shared
0.00
None
0.00
VIANT TECHNOLOGY INC
SOLEShares98.51K
TypeSH
Market value$1.19M
1.34%
Sole
98.51K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
API GROUP CORPSOLE | COM STK | 446K | SH | $17.06M 19.21% | 446K | 0.00 | 0.00 |
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 297.92K | SH | $12.80M 14.41% | 297.92K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 570K | SH | $8.45M 9.51% | 570K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 588.08K | SH | $8.33M 9.38% | 588.08K | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | COM | 40K | SH | $6.22M 7.00% | 40K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 330K | SH | $5.36M 6.03% | 330K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 73.80K | SH | $3.99M 4.49% | 73.80K | 0.00 | 0.00 |
EURONET WORLDWIDE INCSOLE | COM | 51.50K | SH | $3.92M 4.41% | 51.50K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 485.31K | SH | $3.89M 4.38% | 485.31K | 0.00 | 0.00 |
CLEARWATER ANALYTICS HLDGS ISOLE | CL A | 159K | SH | $3.84M 4.32% | 159K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 47.75K | SH | $3.73M 4.20% | 47.75K | 0.00 | 0.00 |
PRIORITY TECHNOLOGY HLDGS INSOLE | COM | 629.87K | SH | $3.43M 3.87% | 629.87K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 32K | SH | $3.31M 3.72% | 32K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCKSOLE | COM | 120.70K | SH | $3.31M 3.72% | 120.70K | 0.00 | 0.00 |
VIANT TECHNOLOGY INCSOLE | COM CL A | 98.51K | SH | $1.19M 1.34% | 98.51K | 0.00 | 0.00 |