Norwood Investment Partners, LP

CIK

1888610

Location

MILL VALLEY, CA

Portfolio Value

Micro $72,413,654

Diversification

Diversified

Filing Date

Global Rank

#6,722 / 8,700 ▲ 1682

Top Industry

Waste Management 15.2%

Period ended 2 months ago

Filed Aug 12, 2026 · 32d

19 quarters · since Dec 2021

Portfolio Concentration

14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

15.2%

+2.1 pts

Top 5

59.2%

+4.3 pts

Top 10

87.1%

+3.0 pts

HHI

923

Diversified+70

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Industrials	42.2%	$30,562,052	4
Technology	24.0%	$17,394,761	5
Utilities	12.6%	$9,132,480	1
Consumer Cyclical	10.3%	$7,455,293	1
Communication Services	6.2%	$4,460,300	1
Real Estate	2.7%	$1,989,540	1
Healthcare	2.0%	$1,419,228	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
CTRI	Centuri Holdings, Inc.	+194,000	302,000	$9,132,480
DSP	Viant Technology Inc.	+115,233	335,233	$4,244,049
GFL	GFL Environmental Inc.	+96,000	300,000	$11,037,000
No positions match the current search.

Trimmed

Positions the filer reduced

8 positions

Ticker	Company	Δ Shares	Shares	Value
FLYW	Flywire Corp	−184,000	204,000	$3,584,280
DRVN	Driven Brands Holdings Inc.	−94,187	534,813	$7,455,293
MGNI	Magnite, Inc.	−50,000	235,000	$4,460,300
PRTH	Priority Technology Holdings, Inc.	−14,016	542,000	$3,615,140
FSV	FirstService Corp	−13,319	14,000	$1,989,540
APG	APi Group Corp	−11,000	165,000	$6,987,750
KSPI	Joint Stock Co Kaspi.kz	−7,116	29,300	$2,538,552
TFII	TFI International Inc.	−6,295	57,705	$8,284,706
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
BMI	Badger Meter Inc	23,000	$3,412,740
SNDA	Sonida Senior Living, Inc.	34,785	$1,419,228
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
AMRZ	Amrize Ltd	92,438	$5,178,376
VRRM	VERRA MOBILITY Corp	167,000	$2,386,430
TTAM	Titan America SA	10,223	$153,140
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

14 tracked positions · $72,413,654 total · filing declares 14 positions · $72,413,656 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
GFL	GFL Environmental Inc. Industrials	Added	300,000	+96,000	$11,037,000	+29.7%	15.24%
CTRI	Centuri Holdings, Inc. Utilities	Added	302,000	+194,000	$9,132,480	+189.5%	12.61%
TFII	TFI International Inc. Industrials	Reduced	57,705	-6,295	$8,284,706	+19.2%	11.44%
DRVN	Driven Brands Holdings Inc. Consumer Cyclical	Reduced	534,813	-94,187	$7,455,293	−6.0%	10.30%
APG	APi Group Corp Industrials	Reduced	165,000	-11,000	$6,987,750	−2.0%	9.65%
MGNI	Magnite, Inc. Communication Services	Reduced	235,000	-50,000	$4,460,300	+31.7%	6.16%
DSGR	Distribution Solutions Group, Inc. Industrials	Held	155,488	0	$4,252,596	+4.2%	5.87%
DSP	Viant Technology Inc. Technology	Added	335,233	+115,233	$4,244,049	+72.2%	5.86%
PRTH	Priority Technology Holdings, Inc. Technology	Reduced	542,000	-14,016	$3,615,140	+37.8%	4.99%
FLYW	Flywire Corp Technology	Reduced	204,000	-184,000	$3,584,280	−20.6%	4.95%
BMI	Badger Meter Inc Technology	NEW	23,000	NEW	$3,412,740	NEW	4.71%
KSPI	Joint Stock Co Kaspi.kz Technology	Reduced	29,300	-7,116	$2,538,552	−5.9%	3.51%
FSV	FirstService Corp Real Estate	Reduced	14,000	-13,319	$1,989,540	−47.6%	2.75%
SNDA	Sonida Senior Living, Inc. Healthcare	NEW	34,785	NEW	$1,419,228	NEW	1.96%

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.