Norwood Investment Partners, LP

CIK

1888610

Location

MILL VALLEY, CA

Portfolio Value

Micro $64,962,590

Diversification

Diversified

Filing Date

Global Rank

#6,489 / 8,622 ▼ 375 · as of Mar 2026

Top Industry

Software - Infrastructure 15.1%

3Y Alpha vs SPY

-25.5%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

-18.2%

SPY

+67.9%

Annualised alpha

-25.3%

Max drawdown

−41.7%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

15 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.1%

−6.1 pts

Top 5

55.0%

−4.6 pts

Top 10

84.1%

+1.0 pts

HHI

853

Diversified−127

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	41.1%	$26,674,725	4
Technology	22.6%	$14,688,478	5
Consumer Cyclical	12.2%	$7,931,690	1
Basic Materials	8.2%	$5,331,516	2
Real Estate	5.8%	$3,795,701	1
Communication Services	5.2%	$3,385,800	1
Utilities	4.9%	$3,154,680	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
DSP	Viant Technology Inc.	+121,489	220,000	$2,464,000
DRVN	Driven Brands Holdings Inc.	+59,000	629,000	$7,931,690
DSGR	Distribution Solutions Group, Inc.	+34,788	155,488	$4,080,005
TFII	TFI International Inc.	+32,000	64,000	$6,952,320
AMRZ	Amrize Ltd	+18,638	92,438	$5,178,376
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
APG	APi Group Corp	−270,000	176,000	$7,131,520
FLYW	Flywire Corp	−200,083	388,000	$4,516,320
GFL	GFL Environmental Inc.	−93,920	204,000	$8,510,880
PRTH	Priority Technology Holdings, Inc.	−73,853	556,016	$2,624,395
MGNI	Magnite, Inc.	−45,000	285,000	$3,385,800
FSV	FirstService Corp	−12,681	27,319	$3,795,701
KSPI	Joint Stock Co Kaspi.kz	−11,330	36,416	$2,697,333
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CTRI	Centuri Holdings, Inc.	108,000	$3,154,680
VRRM	VERRA MOBILITY Corp	167,000	$2,386,430
TTAM	Titan America SA	10,223	$153,140
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
EEFT	Euronet Worldwide, Inc.	51,500	$3,919,665
ACVA	ACV Auctions Inc.	485,307	$3,892,162
CWAN	Clearwater Analytics Holdings, Inc.	159,000	$3,835,080
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

15 tracked positions · $64,962,590 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GFL	GFL Environmental Inc. Industrials	Reduced	204,000	-93,920	$8,510,880	−33.5%	13.10%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Added	629,000	+59,000	$7,931,690	−6.1%	12.21%
APG	APi Group Corp Industrials	Reduced	176,000	-270,000	$7,131,520	−58.2%	10.98%
TFII	TFI International Inc. Industrials	Added	64,000	+32,000	$6,952,320	+110.2%	10.70%
AMRZ	Amrize Ltd Basic Materials	Added	92,438	+18,638	$5,178,376	+29.7%	7.97%
FLYW	Flywire Corp Technology	Reduced	388,000	-200,083	$4,516,320	−45.8%	6.95%
DSGR	Distribution Solutions Group, Inc. Industrials	Added	155,488	+34,788	$4,080,005	+23.4%	6.28%
FSV	FirstService Corp Real Estate	Reduced	27,319	-12,681	$3,795,701	−39.0%	5.84%
MGNI	Magnite, Inc. Communication Services	Reduced	285,000	-45,000	$3,385,800	−36.8%	5.21%
CTRI	Centuri Holdings, Inc. Utilities	NEW	108,000	NEW	$3,154,680	NEW	4.86%
KSPI	Joint Stock Co Kaspi.kz Technology	Reduced	36,416	-11,330	$2,697,333	−27.7%	4.15%
PRTH	Priority Technology Holdings, Inc. Technology	Reduced	556,016	-73,853	$2,624,395	−23.5%	4.04%
DSP	Viant Technology Inc. Technology	Added	220,000	+121,489	$2,464,000	+107.7%	3.79%
VRRM	VERRA MOBILITY Corp Technology	NEW	167,000	NEW	$2,386,430	NEW	3.67%
TTAM	Titan America SA Basic Materials	NEW	10,223	NEW	$153,140	NEW	0.24%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.