Norwood Investment Partners, LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), Norwood Investment Partners, LP reported 11 stock positions worth $155.3 million. Its top holding was Api (APG) at 17.2% of the portfolio, followed by Distribution Solutions (DSGR, 15.6%) and Alight Class A (ALIT, 13.0%). Compared with Q1 2024, it sold out of 2, added to 8 and reduced 2. The biggest buy was Par Technology (PAR, shares +1601%) and the biggest sale an exit from Valvoline (VVV).
- Most Recent 13F
- Q2 2026
- Location
- MILL VALLEY, CA
- CIK
- 0001888610
- Portfolio Value
- $155.3M (Q2 2024)
- SEC Filing
- 0001888610-24-000003 ↗ filed Aug 9, 2024
Holdings Value
Holdings 11 stocks · $155.3M
| APG Api Group Corp. | 17.16% | 707,894 | $26.6M | Add +2.6% |
| DSGR Distribution Solutions Group | 15.58% | 806,306 | $24.2M | Reduce -8.4% |
| ALIT Alight Inc. Class A | 13.05% | 2,745,320 | $20.3M | Add +137.0% |
| EEFT Euronet Worldwide Inc. | 10.82% | 162,289 | $16.8M | Add +36.7% |
| IMXI International Money Express | 8.95% | 666,532 | $13.9M | Add +21.2% |
| WSC Willscot Holdings Corp. | 8.23% | 339,345 | $12.8M | Reduce -5.3% |
| TFII Tfi International Inc. | 7.17% | 76,745 | $11.1M | Add +2.4% |
| PAR Par Technology Corp. | 6.37% | 210,127 | $9.9M | Add +1601.2% |
| EB Eventbrite Inc. Class A | 5.74% | 1,840,257 | $8.9M | Add +16.8% |
| MLNK Meridianlink Inc. | 3.61% | 262,370 | $5.6M | Add +22.6% |
| FERG Ferguson Jersey Ltd. | 3.33% | 26,700 | $5.2M | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| PAR Par Technology Corp. | Add +1601.2% | 6.37% | +6.01 |
| ALIT Alight Inc. Class A | Add +137.0% | 13.05% | +5.76 |
| EEFT Euronet Worldwide Inc. | Add +36.7% | 10.82% | +2.48 |
| MLNK Meridianlink Inc. | Add +22.6% | 3.61% | +1.05 |
| IMXI International Money Express | Add +21.2% | 8.95% | +0.93 |
| EB Eventbrite Inc. Class A | Add +16.8% | 5.74% | +0.22 |
| APG Api Group Corp. | Add +2.6% | 17.16% | −0.14 |
| TFII Tfi International Inc. | Add +2.4% | 7.17% | −0.46 |
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 |