Filed: 8/12/2026ACC: 0001888610-26-000003
📋 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 $72.41M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$72.41M
Total AUM (reported)
2.93M
Total Shares
Allocation by class
COM$34.89M48.2%
SUB VTG SHS$11.04M15.2%
COMMON$9.13M12.6%
COM STK$6.99M9.6%
COM CL A$4.24M5.9%
COM VTG$3.58M4.9%
SPONSORED ADS$2.54M3.5%
Portfolio Concentration
Top 3$28.45M39.3%
4–10$34.60M47.8%
11–25$9.36M12.9%
Top 3 weight
39.3%
Top 10 weight
87.1%
Voting Authority Distribution
Total shares with voting rights: 2.93M
Sole
Full voting authority
2.93M
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:
GFL ENVIRONMENTAL INC
SOLEShares300K
TypeSH
Market value$11.04M
15.24%
Sole
300K
Shared
0.00
None
0.00
CENTURI HOLDINGS INC COM SHS
SOLEShares302K
TypeSH
Market value$9.13M
12.61%
Sole
302K
Shared
0.00
None
0.00
TFI INTL INC
SOLEShares57.70K
TypeSH
Market value$8.28M
11.44%
Sole
57.70K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares534.81K
TypeSH
Market value$7.46M
10.30%
Sole
534.81K
Shared
0.00
None
0.00
API GROUP CORP
SOLEShares165K
TypeSH
Market value$6.99M
9.65%
Sole
165K
Shared
0.00
None
0.00
MAGNITE INC
SOLEShares235K
TypeSH
Market value$4.46M
6.16%
Sole
235K
Shared
0.00
None
0.00
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK
SOLEShares155.49K
TypeSH
Market value$4.25M
5.87%
Sole
155.49K
Shared
0.00
None
0.00
VIANT TECHNOLOGY INC
SOLEShares335.23K
TypeSH
Market value$4.24M
5.86%
Sole
335.23K
Shared
0.00
None
0.00
PRIORITY TECHNOLOGY HLDGS IN
SOLEShares542K
TypeSH
Market value$3.62M
4.99%
Sole
542K
Shared
0.00
None
0.00
FLYWIRE CORPORATION
SOLEShares204K
TypeSH
Market value$3.58M
4.95%
Sole
204K
Shared
0.00
None
0.00
BADGER METER INC
SOLEShares23K
TypeSH
Market value$3.41M
4.71%
Sole
23K
Shared
0.00
None
0.00
KASPI KZ JSC
SOLEShares29.30K
TypeSH
Market value$2.54M
3.51%
Sole
29.30K
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares14K
TypeSH
Market value$1.99M
2.75%
Sole
14K
Shared
0.00
None
0.00
SONIDA SENIOR LIVING INC
SOLEShares34.78K
TypeSH
Market value$1.42M
1.96%
Sole
34.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GFL ENVIRONMENTAL INCSOLE | SUB VTG SHS | 300K | SH | $11.04M 15.24% | 300K | 0.00 | 0.00 |
CENTURI HOLDINGS INC COM SHSSOLE | Common | 302K | SH | $9.13M 12.61% | 302K | 0.00 | 0.00 |
TFI INTL INCSOLE | COM | 57.70K | SH | $8.28M 11.44% | 57.70K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 534.81K | SH | $7.46M 10.30% | 534.81K | 0.00 | 0.00 |
API GROUP CORPSOLE | COM STK | 165K | SH | $6.99M 9.65% | 165K | 0.00 | 0.00 |
MAGNITE INCSOLE | COM | 235K | SH | $4.46M 6.16% | 235K | 0.00 | 0.00 |
DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCKSOLE | COM | 155.49K | SH | $4.25M 5.87% | 155.49K | 0.00 | 0.00 |
VIANT TECHNOLOGY INCSOLE | COM CL A | 335.23K | SH | $4.24M 5.86% | 335.23K | 0.00 | 0.00 |
PRIORITY TECHNOLOGY HLDGS INSOLE | COM | 542K | SH | $3.62M 4.99% | 542K | 0.00 | 0.00 |
FLYWIRE CORPORATIONSOLE | COM VTG | 204K | SH | $3.58M 4.95% | 204K | 0.00 | 0.00 |
BADGER METER INCSOLE | COM | 23K | SH | $3.41M 4.71% | 23K | 0.00 | 0.00 |
KASPI KZ JSCSOLE | SPONSORED ADS | 29.30K | SH | $2.54M 3.51% | 29.30K | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | COM | 14K | SH | $1.99M 2.75% | 14K | 0.00 | 0.00 |
SONIDA SENIOR LIVING INCSOLE | COM | 34.78K | SH | $1.42M 1.96% | 34.78K | 0.00 | 0.00 |