Norwood Investment Partners, LP
Top Portfolio Positions
15 positions ·
$64,962,590 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GFL |
GFL Environmental Inc.
Industrials
|
204,000 | $8,510,880 | 13.10% | |
| DRVN |
Driven Brands Holdings Inc.
Consumer Cyclical
|
629,000 | $7,931,690 | 12.21% | |
| APG |
APi Group Corp
Industrials
|
176,000 | $7,131,520 | 10.98% | |
| TFII |
TFI International Inc.
Industrials
|
64,000 | $6,952,320 | 10.70% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
92,438 | $5,178,376 | 7.97% | |
| FLYW |
Flywire Corp
Technology
|
388,000 | $4,516,320 | 6.95% | |
| DSGR |
Distribution Solutions Group, Inc.
Industrials
|
155,488 | $4,080,005 | 6.28% | |
| FSV |
FirstService Corp
Real Estate
|
27,319 | $3,795,701 | 5.84% | |
| MGNI |
Magnite, Inc.
Communication Services
|
285,000 | $3,385,800 | 5.21% | |
| CTRI |
Centuri Holdings, Inc.
Utilities
|
108,000 | $3,154,680 | 4.86% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GFL
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,510,880 | 204,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,795,664 | 297,920 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,546,224 | 264,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,736,657 | 311,864 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $10,628,200 | 220,000 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $22,324,346 | 646,895 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $16,674,158 | 525,005 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $19,574,600 | 504,500 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,536,262 | 538,219 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,907,300 | 510,000 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,686,490 | 303,934 | Shares | Sole | 2022-11-14 | |
| 2021-12-31 | $13,271,648 | 350,638 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||