Norwood Investment Partners, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Norwood Investment Partners, LP reported 14 stock positions worth $72.4 million. Its top holding was GFL Environmental Inc.-Sub VT (GFL) at 15.2% of the portfolio, followed by Centuri (CTRI, 12.6%) and Tfi International (TFII, 11.4%). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 3 and reduced 8. The biggest buy was Centuri (CTRI, shares +180%) and the biggest sale an exit from Amrize (AMRZ).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0001888610
- Portfolio Value
- $72.4M (Q2 2026)
- SEC Filing
- 0001888610-26-000003 ↗ filed Aug 12, 2026
Holdings Value
Holdings 14 stocks · $72.4M
| GFL GFL Environmental Inc.-Sub VT | 15.24% | 300,000 | $11.0M | Add +47.1% |
| CTRI Centuri Holdings Inc. | 12.61% | 302,000 | $9.1M | Add +179.6% |
| TFII Tfi International Inc. | 11.44% | 57,705 | $8.3M | Reduce -9.8% |
| DRVN Driven Brands Holdings Inc. | 10.30% | 534,813 | $7.5M | Reduce -15.0% |
| APG Api Group Corp. | 9.65% | 165,000 | $7.0M | Reduce -6.3% |
| MGNI Magnite Inc. | 6.16% | 235,000 | $4.5M | Reduce -17.5% |
| DSGR Distribution Solutions Group | 5.87% | 155,488 | $4.3M | No change |
| DSP Viant Technology Inc. Class A | 5.86% | 335,233 | $4.2M | Add +52.4% |
| PRTH Priority Technology Holdings | 4.99% | 542,000 | $3.6M | Reduce -2.5% |
| FLYW Flywire Corp.-Voting | 4.95% | 204,000 | $3.6M | Reduce -47.4% |
| BMI Badger Meter Inc. | 4.71% | 23,000 | $3.4M | New |
| KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC | 3.51% | 29,300 | $2.5M | Reduce -19.5% |
| FSV Firstservice Corp. | 2.75% | 14,000 | $2.0M | Reduce -48.8% |
| SNDA Sonida Senior Living Inc. | 1.96% | 34,785 | $1.4M | New |
Portfolio Sells Q1 2026 → Q2 2026
| AMRZ Amrize Ltd. | Sold out | 0.00% | −7.97 |
| VRRM Verra Mobility Corp. | Sold out | 0.00% | −3.67 |
| FSV Firstservice Corp. | Reduce -48.8% | 2.75% | −3.10 |
| FLYW Flywire Corp.-Voting | Reduce -47.4% | 4.95% | −2.00 |
| DRVN Driven Brands Holdings Inc. | Reduce -15.0% | 10.30% | −1.91 |
| APG Api Group Corp. | Reduce -6.3% | 9.65% | −1.33 |
| KSPI JSC Kaspi.kz ADR | Reduce -19.5% | 3.51% | −0.65 |
| TTAM Titan America SA | Sold out | 0.00% | −0.24 |
| TFII Tfi International Inc. | Reduce -9.8% | 11.44% | +0.74 |
| MGNI Magnite Inc. | Reduce -17.5% | 6.16% | +0.95 |
| PRTH Priority Technology Holdings | Reduce -2.5% | 4.99% | +0.95 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 14 | $72.4M | GFL, CTRI, TFII, DRVN, APG |
| Q1 2026 | 15 | $65.0M | GFL, DRVN, APG, TFII, AMRZ |
| Q4 2025 | 15 | $88.8M | APG, GFL, DRVN, FLYW, FSV |
| Q3 2025 | 15 | $116.3M | APG, CWAN, GFL, FLYW, MGNI |
| Q2 2025 | 15 | $133.5M | APG, GFL, CWAN, DRVN, MGNI |
| Q1 2025 | 14 | $112.1M | DRVN, APG, ALIT, GFL, PAR |
| Q4 2024 | 12 | $140.1M | APG, DSGR, ALIT, PAR, TFII |
| Q3 2024 | 12 | $148.2M | DSGR, APG, ALIT, PAR, IMXI |
| Q2 2024 | 11 | $155.3M | APG, DSGR, ALIT, EEFT, IMXI |
| Q1 2024 | 13 | $156.6M | DSGR, APG, WSC, EEFT, IMXI |