Norwood Investment Partners, LP
Filing Date
Global Rank
#6,118
/ 8,232
▼ 238
Top Industry
Software - Infrastructure
15.1%
3Y Alpha vs SPY
-29.1%
Period ended 2 months ago
Filed May 14, 2026 · 31d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-23.0%
SPY
+76.3%
Annualised alpha
-29.1%
Max drawdown
−44.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top 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 |
|---|---|---|
| Industrials | 41.1% | $26,674,725 |
| Technology | 22.6% | $14,688,478 |
| Consumer Cyclical | 12.2% | $7,931,690 |
| Basic Materials | 8.2% | $5,331,516 |
| Real Estate | 5.8% | $3,795,701 |
| Communication Services | 5.2% | $3,385,800 |
| Utilities | 4.9% | $3,154,680 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
15 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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GFL |
GFL Environmental Inc.
Industrials
|
Reduced | 204,000 | $8,510,880 | 13.10% | |
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
Added | 629,000 | $7,931,690 | 12.21% | |
| APG |
APi Group Corp
Industrials
|
Reduced | 176,000 | $7,131,520 | 10.98% | |
| TFII |
TFI International Inc.
Industrials
|
Added | 64,000 | $6,952,320 | 10.70% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
Added | 92,438 | $5,178,376 | 7.97% | |
| FLYW |
Flywire Corp
Technology
|
Reduced | 388,000 | $4,516,320 | 6.95% | |
| DSGR |
Distribution Solutions Group, Inc.
Industrials
|
Added | 155,488 | $4,080,005 | 6.28% | |
| FSV |
FirstService Corp
Real Estate
|
Reduced | 27,319 | $3,795,701 | 5.84% | |
| MGNI |
Magnite, Inc.
Communication Services
|
Reduced | 285,000 | $3,385,800 | 5.21% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
NEW | 108,000 | $3,154,680 | 4.86% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
Reduced | 36,416 | $2,697,333 | 4.15% | |
| PRTH |
Priority Technology Holdings, Inc.
Technology
|
Reduced | 556,016 | $2,624,395 | 4.04% | |
| DSP |
Viant Technology Inc.
Technology
|
Added | 220,000 | $2,464,000 | 3.79% | |
| VRRM |
VERRA MOBILITY Corp
Technology
|
NEW | 167,000 | $2,386,430 | 3.67% | |
| TTAM |
Titan America SA
Basic Materials
|
NEW | 10,223 | $153,140 | 0.24% |