13FBOX
Norwood Investment Partners, LP · 13F Holdings
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Norwood Investment Partners, LP

No.9381 Data as of 2026Q2
Latest AUM (Q2 2026)
$72.4M
QoQ Change Q1 2026
+$7.5M+11.5%
Holdings
14
New Buys
2
Adds
3
Reduces
8
Exits
3
Unchanged
1
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
GFL ENVIRONMENTAL INCGFL
15.24%13.1%$11.0M300,000$8.5M204,000+96,000+47.06%Add
CCENTURI HOLDINGS INCCTRI
12.61%4.86%$9.1M302,000$3.2M108,000+194,000+179.63%Add
TFI INTERNATIONAL INCTFII
11.44%10.7%$8.3M57,705$7.0M64,000-6,295-9.84%Reduce
DRIVEN BRANDS HLDGS INCDRVN
10.3%12.21%$7.5M534,813$7.9M629,000-94,187-14.97%Reduce
AAPI GROUP CORP COM STKAPG
9.65%10.98%$7.0M165,000$7.1M176,000-11,000-6.25%Reduce
MMAGNITE INCMGNI
6.16%5.21%$4.5M235,000$3.4M285,000-50,000-17.54%Reduce
DDISTRIBUTION SOLUTIONS GRP INC COMDSGR
5.87%6.28%$4.3M155,488$4.1M155,48800.00%Unchanged
VIANT TECHNOLOGY INC COM CL ADSP
5.86%3.79%$4.2M335,233$2.5M220,000+115,233+52.38%Add
PPRIORITY TECHNOLOGY HLDGS INC COMPRTH
4.99%4.04%$3.6M542,000$2.6M556,016-14,016-2.52%Reduce
FLYWIRE CORPORATIONFLYW
4.95%6.95%$3.6M204,000$4.5M388,000-184,000-47.42%Reduce
BBADGER METER INCBMI
4.71%$3.4M23,000$00+23,000New Buy
KKASPI KZ JSCKSPI
3.51%4.15%$2.5M29,300$2.7M36,416-7,116-19.54%Reduce
FIRSTSERVICE CORP NEWFSV
2.75%5.84%$2.0M14,000$3.8M27,319-13,319-48.75%Reduce
SSONIDA SENIOR LIVING INCSNDA
1.96%$1.4M34,785$00+34,785New Buy

🧭 Institutional Sector Flow Heatmap

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