Institutional Fund
Norwood Investment Partners, LP
Mill Valley, CACIK 18886105 filings on record
Portfolio Value
$64.96M
Q1 2026
Holdings
15
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-26.9%
from $88.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Gfl Environmental Inc13.1%
- Driven Brands Hldgs Inc12.2%
- Api Group Corp11.0%
- Tfi Intl Inc10.7%
- Amrize Ltd8.0%
- Flywire Corporation7.0%
- Other38.1%
Portfolio Holdings
15 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Gfl Environmental Inc | 204.0K | $8.51M | 13.1% | −93.9K | Reduced |
| 2 | Driven Brands Hldgs Inc | 629.0K | $7.93M | 12.2% | +59.0K | Added |
| 3 | Api Group Corp | 176.0K | $7.13M | 11.0% | −270.0K | Reduced |
| 4 | Tfi Intl Inc | 64.0K | $6.95M | 10.7% | +32.0K | Added |
| 5 | Amrize Ltd | 92.4K | $5.18M | 8.0% | +18.6K | Added |
| 6 | Flywire Corporation | 388.0K | $4.52M | 7.0% | −200.1K | Reduced |
| 7 | Distribution Solutions Grp I | 155.5K | $4.08M | 6.3% | +34.8K | Added |
| 8 | Firstservice Corp New | 27.3K | $3.80M | 5.8% | −12.7K | Reduced |
| 9 | Magnite Inc | 285.0K | $3.39M | 5.2% | −45.0K | Reduced |
| 10 | Centuri Holdings Inc | 108.0K | $3.15M | 4.9% | +108.0K | New |
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