Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Norwood Investment Partners, LP (CIK 1888610) reported $65.0M across 15 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GFL ($8.5M, 13.10%), DRVN ($7.9M, 12.21%), APG ($7.1M, 10.98%), TFII ($7.0M, 10.70%), AMRZ ($5.2M, 7.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GFL | GFL ENVIRONMENTAL INC | $8.5M | 13.10% | 204,000 | Trimmed |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | $7.9M | 12.21% | 629,000 | Added |
| 3 | APG | API GROUP CORP | $7.1M | 10.98% | 176,000 | Trimmed |
| 4 | TFII | TFI INTL INC | $7.0M | 10.70% | 64,000 | Added |
| 5 | AMRZ | AMRIZE LTD | $5.2M | 7.97% | 92,438 | Added |
| 6 | FLYW | FLYWIRE CORPORATION | $4.5M | 6.95% | 388,000 | Trimmed |
| 7 | DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $4.1M | 6.28% | 155,488 | Added |
| 8 | FSV | FIRSTSERVICE CORP NEW | $3.8M | 5.84% | 27,319 | Trimmed |
| 9 | MGNI | MAGNITE INC | $3.4M | 5.21% | 285,000 | Trimmed |
| 10 | CTRI | CENTURI HOLDINGS INC COM SHS | $3.2M | 4.86% | 108,000 | New |
| 11 | KSPI | KASPI KZ JSC | $2.7M | 4.15% | 36,416 | Trimmed |
| 12 | PRTH | PRIORITY TECHNOLOGY HLDGS IN | $2.6M | 4.04% | 556,016 | Trimmed |
| 13 | DSP | VIANT TECHNOLOGY INC | $2.5M | 3.79% | 220,000 | Added |
| 14 | VRRM | VERRA MOBILITY CORP | $2.4M | 3.67% | 167,000 | New |
| 15 | TTAM | TITAN AMER SA | $153,141 | 0.24% | 10,223 | New |
| 16 | ACVA | ACV AUCTIONS INC | $0 | 0.00% | 0 | Exited |
| 17 | CWAN | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | Exited |
| 18 | EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31