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 TFII
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,952,320 | 64,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,307,200 | 32,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,817,920 | 32,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,212,158 | 35,822 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,603,972 | 72,356 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $10,922,837 | 80,856 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,505,623 | 76,745 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $11,140,304 | 76,745 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $11,955,672 | 74,976 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $14,141,920 | 104,000 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,093,325 | 101,965 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $11,623,920 | 102,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,167,580 | 102,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,869,412 | 128,386 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $13,798,200 | 152,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,296,181 | 240,361 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $34,212,716 | 321,216 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $28,363,830 | 253,000 | Shares | Sole | 2022-02-11 | |
| No 13F history on record for this holder in this stock. | ||||||