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Norwood Investment Partners, LP
hedge fundUpdated 31 days agoManaged by Norwood Investment Partners, Lp • Latest filing Q2 2026
Portfolio value
$72.4M
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-16.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $145.1M |
| Q2 2023 | $131.9M |
| Q3 2023 | $119.6M |
| Q4 2023 | $145.1M |
| Q1 2024 | $156.6M |
| Q2 2024 | $155.3M |
| Q3 2024 | $148.2M |
| Q4 2024 | $140.1M |
| Q1 2025 | $112.1M |
| Q2 2025 | $133.5M |
| Q3 2025 | $116.3M |
| Q4 2025 | $88.8M |
| Q1 2026 | $65M |
| Q2 2026 | $72.4M |
Top holdings
14 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | G GFL GFL ENVIRONMENTAL INC | $11M | 300.0K | 15.24% | — |
| 2 | C CTRI CENTURI HOLDINGS INC COM SHS | $9.1M | 302.0K | 12.61% | — |
| 3 | T TFII TFI INTL INC | $8.3M | 57.7K | 11.44% | — |
| 4 | D DRVN DRIVEN BRANDS HLDGS INC | $7.5M | 534.8K | 10.30% | — |
| 5 | A APG API GROUP CORP | $7M | 165.0K | 9.65% | — |
| 6 | M MX MAGNITE INC | $4.5M | 235.0K | 6.16% | — |
| 7 | D DSGR DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $4.3M | 155.5K | 5.87% | — |
| 8 | D DSP VIANT TECHNOLOGY INC | $4.2M | 335.2K | 5.86% | — |
| 9 | P PRTHU PRIORITY TECHNOLOGY HLDGS IN | $3.6M | 542.0K | 4.99% | — |
| 10 | F FLYW FLYWIRE CORPORATION | $3.6M | 204.0K | 4.95% | — |
| 11 | B BMI BADGER METER INC | $3.4M | 23.0K | 4.71% | — |
| 12 | ? N/A KASPI KZ JSC | $2.5M | 29.3K | 3.51% | — |
| 13 | F FSV FIRSTSERVICE CORP NEW | $2M | 14.0K | 2.75% | — |
| 14 | S SNDA SONIDA SENIOR LIVING INC | $1.4M | 34.8K | 1.96% | — |