Norwood Investment Partners, LP 13F Holdings · Q2 2026
Norwood Investment Partners, LP reported 14 securities worth $72.41M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GFL (15.24%), CTRI (12.61%), TFII (11.44%). Among its top 25 positions this quarter: 2 new, 3 added, 8 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GFL | GFL ENVIRONMENTAL INC | $11.0M | 15.24% | 300,000 | Added |
| 2 | CTRI | CENTURI HOLDINGS INC COM SHS | $9.1M | 12.61% | 302,000 | Added |
| 3 | TFII | TFI INTL INC | $8.3M | 11.44% | 57,705 | Trimmed |
| 4 | DRVN | DRIVEN BRANDS HLDGS INC | $7.5M | 10.30% | 534,813 | Trimmed |
| 5 | APG | API GROUP CORP | $7.0M | 9.65% | 165,000 | Trimmed |
| 6 | MGNI | MAGNITE INC | $4.5M | 6.16% | 235,000 | Trimmed |
| 7 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $4.3M | 5.87% | 155,488 | Hold |
| 8 | DSP | VIANT TECHNOLOGY INC | $4.2M | 5.86% | 335,233 | Added |
| 9 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $3.6M | 4.99% | 542,000 | Trimmed |
| 10 | FLYW | FLYWIRE CORPORATION | $3.6M | 4.95% | 204,000 | Trimmed |
| 11 | BMI | BADGER METER INC | $3.4M | 4.71% | 23,000 | New |
| 12 | KSPI | KASPI KZ JSC | $2.5M | 3.51% | 29,300 | Trimmed |
| 13 | FSV | FIRSTSERVICE CORP NEW | $2.0M | 2.75% | 14,000 | Trimmed |
| 14 | SNDA | SONIDA SENIOR LIVING INC | $1.4M | 1.96% | 34,785 | New |
| 15 | AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | Exited |
| 16 | TTAM | TITAN AMER SA | $0 | 0.00% | 0 | Exited |
| 17 | VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR