Norwood Investment Partners, LP

CIK 0001888610 · MILL VALLEY, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Norwood Investment Partners, LP reported 14 positions worth $72.4M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: GFL (15.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$72.4M
2026 Q2
Positions
14
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
87.1%
Est. Net Flow (Q)
2026 Q2
10 / 14 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GFLGFL ENVIRONMENTAL INCSH$11.0M15.24%300,000
2CTRICENTURI HOLDINGS INC COM SHSSH$9.1M12.61%302,000
3TFIITFI INTL INCSH$8.3M11.44%57,705
4DRVNDRIVEN BRANDS HLDGS INCSH$7.5M10.29%534,813
5APGAPI GROUP CORPSH$7.0M9.65%165,000
6MGNIMAGNITE INCSH$4.5M6.16%235,000
7DSGRDISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCKSH$4.3M5.87%155,488
8DSPVIANT TECHNOLOGY INCSH$4.2M5.86%335,233
9PRTHPRIORITY TECHNOLOGY HLDGS INSH$3.6M4.99%542,000
10FLYWFLYWIRE CORPORATIONSH$3.6M4.95%204,000

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Norwood Investment Partners, LP hold as of Q2 2026?

Norwood Investment Partners, LP reported 14 positions worth $72.4M in its Q2 2026 13F filing. Largest positions: GFL (15.2%), CTRI (12.6%), TFII (11.4%), DRVN (10.3%) and APG (9.7%).

What did Norwood Investment Partners, LP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Norwood Investment Partners, LP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.