Norwood Investment Partners, LP

MILL VALLEY, CA · CIK 1888610 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityNORWOOD INVESTMENT PARTNERS, LP (US)

Others nearbyMill Valley, CA

$72.4m reported value +11.5% vs Q1 2026

14positions

87.1%in top 10

2 new 3 added 8 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GFL ENVIRONMENTAL INC SUB VTG SHS GFL	GFL	300,000	$11.0m15.24%	15.24%	Added +96.0k	+96,000 47.1%
2	CENTURI HOLDINGS INC COM SHS CTRI	CTRI	302,000	$9.1m12.61%	12.61%	Added +194.0k	+194,000 179.6%
3	TFI INTL INC COM TFII	TFII	57,705	$8.3m11.44%	11.44%	Reduced -6.3k	-6,295 -9.8%
4	DRIVEN BRANDS HLDGS INC COM DRVN	DRVN	534,813	$7.5m10.30%	10.30%	Reduced -94.2k	-94,187 -15.0%
5	API GROUP CORP COM STK APG	APG	165,000	$7.0m9.65%	9.65%	Reduced -11.0k	-11,000 -6.2%
6	MAGNITE INC COM MGNI	MGNI	235,000	$4.5m6.16%	6.16%	Reduced -50.0k	-50,000 -17.5%
7	DISTRIBUTION SOLUTIONS GRP I COM DSGR	DSGR	155,488	$4.3m5.87%	5.87%	Unchanged
8	VIANT TECHNOLOGY INC COM CL A DSP	DSP	335,233	$4.2m5.86%	5.86%	Added +115.2k	+115,233 52.4%
9	PRIORITY TECHNOLOGY HLDGS IN COM PRTH	PRTH	542,000	$3.6m4.99%	4.99%	Reduced -14.0k	-14,016 -2.5%
10	FLYWIRE CORPORATION COM VTG FLYW	FLYW	204,000	$3.6m4.95%	4.95%	Reduced -184.0k	-184,000 -47.4%
11	BADGER METER INC COM BMI	BMI	23,000	$3.4m4.71%	4.71%	New
12	KASPI KZ JSC SPONSORED ADS KSPI	KSPI	29,300	$2.5m3.51%	3.51%	Reduced -7.1k	-7,116 -19.5%
13	FIRSTSERVICE CORP NEW COM FSV	FSV	14,000	$2.0m2.75%	2.75%	Reduced -13.3k	-13,319 -48.8%
14	SONIDA SENIOR LIVING INC COM SNDA	SNDA	34,785	$1.4m1.96%	1.96%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AMRIZE LTD AMRZ	AMRZ	92,438	$5.2m92.4k shares
VERRA MOBILITY CORP VRRM	VRRM	167,000	$2.4m167.0k shares
TITAN AMER SA TTAM	TTAM	10,223	$153.1k10.2k shares