Filed: 5/14/2026ACC: 0001888610-26-000002
๐ What this filing means
NORWOOD INVESTMENT PARTNERS, LP filed this quarterly 13FโHR report disclosing 15 equity positions with a total reported market value of $64.96M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$64.96M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
COM$28.77M44.3%
SUB VTG SHS$8.51M13.1%
COM STK$7.13M11.0%
SHS$5.18M8.0%
COM VTG$4.52M7.0%
COMMON$3.15M4.9%
SPONSORED ADS$2.70M4.2%
Portfolio Concentration
Top 3$23.57M36.3%
4โ10$31.06M47.8%
11โ25$10.33M15.9%
Top 3 weight
36.3%
Top 10 weight
84.1%
Voting Authority Distribution
Total shares with voting rights: 3.12M
Sole
Full voting authority
3.12M
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 ยท 100.0% of voting shares
Institutional Holdings15
Rows:
GFL ENVIRONMENTAL INC
SOLEShares204K
TypeSH
Market value$8.51M
13.10%
Sole
204K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares629K
TypeSH
Market value$7.93M
12.21%
Sole
629K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares176K
TypeSH
Market value$7.13M
10.98%
Sole
176K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares64K
TypeSH
Market value$6.95M
10.70%
Sole
64K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares92.44K
TypeSH
Market value$5.18M
7.97%
Sole
92.44K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares388K
TypeSH
Market value$4.52M
6.95%
Sole
388K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK
SOLEShares155.49K
TypeSH
Market value$4.08M
6.28%
Sole
155.49K
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares27.32K
TypeSH
Market value$3.80M
5.84%
Sole
27.32K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares285K
TypeSH
Market value$3.39M
5.21%
Sole
285K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC COM SHS
SOLEShares108K
TypeSH
Market value$3.15M
4.86%
Sole
108K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares36.42K
TypeSH
Market value$2.70M
4.15%
Sole
36.42K
Shared
0.00
None
0.00
PRIORITY TECHNOLOGY HLDGS IN
SOLEShares556.02K
TypeSH
Market value$2.62M
4.04%
Sole
556.02K
Shared
0.00
None
0.00
VIANT TECHNOLOGY INC
SOLEShares220K
TypeSH
Market value$2.46M
3.79%
Sole
220K
Shared
0.00
None
0.00
VERRA MOBILITY CORP
SOLEShares167K
TypeSH
Market value$2.39M
3.67%
Sole
167K
Shared
0.00
None
0.00
TITAN AMER SA
SOLEShares10.22K
TypeSH
Market value$153.1K
0.24%
Sole
10.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 204K | SH | $8.51M 13.10% | 204K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 629K | SH | $7.93M 12.21% | 629K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 176K | SH | $7.13M 10.98% | 176K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 64K | SH | $6.95M 10.70% | 64K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 92.44K | SH | $5.18M 7.97% | 92.44K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 388K | SH | $4.52M 6.95% | 388K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCKSOLE | COM | 155.49K | SH | $4.08M 6.28% | 155.49K | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | COM | 27.32K | SH | $3.80M 5.84% | 27.32K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 285K | SH | $3.39M 5.21% | 285K | 0.00 | 0.00 |
CENTURI HOLDINGS INC COM SHSSOLE | Common | 108K | SH | $3.15M 4.86% | 108K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 36.42K | SH | $2.70M 4.15% | 36.42K | 0.00 | 0.00 |
PRIORITY TECHNOLOGY HLDGS INSOLE | COM | 556.02K | SH | $2.62M 4.04% | 556.02K | 0.00 | 0.00 |
VIANT TECHNOLOGY INCSOLE | COM CL A | 220K | SH | $2.46M 3.79% | 220K | 0.00 | 0.00 |
VERRA MOBILITY CORPSOLE | CL A COM STK | 167K | SH | $2.39M 3.67% | 167K | 0.00 | 0.00 |
TITAN AMER SASOLE | COMMON SHARES | 10.22K | SH | $153.1K 0.24% | 10.22K | 0.00 | 0.00 |