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Norwood Investment Partners, Lp Top Holdings and 13F Report (2025)

About Norwood Investment Partners, Lp

Investment Activity

  • Norwood Investment Partners, Lp has $133.49 million in total holdings as of June 30, 2025.
  • Norwood Investment Partners, Lp owns shares of 15 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 38.10% of the portfolio was purchased this quarter.
  • About 28.67% of the portfolio was sold this quarter.
  • This quarter, Norwood Investment Partners, Lp has purchased 14 new stocks and bought additional shares in 4 stocks.
  • Norwood Investment Partners, Lp sold shares of 7 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

APi Group
$18,937,508
GFL Environmental
$15,736,657
Driven Brands
$13,662,523
Magnite
$11,143,440

Largest New Holdings this Quarter

185123106 - Clearwater Analytics
$15,397,053 Holding
55955D100 - Magnite
$11,143,440 Holding
48581R205 - KASPI KZ JSC
$8,073,379 Holding
886029206 - Thryv
$6,998,664 Holding

Largest Purchases this Quarter

Clearwater Analytics
702,100 shares (about $15.40M)
Magnite
462,000 shares (about $11.14M)
KASPI KZ JSC
95,104 shares (about $8.07M)
Thryv
575,548 shares (about $7.00M)
GFL Environmental
91,864 shares (about $4.64M)

Largest Sales this Quarter

Alight
1,173,323 shares (about $6.64M)
PAR Technology
72,800 shares (about $5.05M)
Distribution Solutions Group
170,581 shares (about $4.69M)
Euronet Worldwide
32,828 shares (about $3.33M)
TFI International
36,534 shares (about $3.28M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofNorwood Investment Partners, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
APi Group Corporation stock logo
APG
APi Group
$18,937,508$3,156,830 -14.3%370,96014.2%Business Services
GFL Environmental Inc. stock logo
GFL
GFL Environmental
$15,736,657$4,635,457 41.8%311,86411.8%Business Services
Clearwater Analytics Holdings, Inc. stock logo
CWAN
Clearwater Analytics
$15,397,053$15,397,053 New Holding702,10011.5%Computer and Technology
Driven Brands Holdings Inc. stock logo
DRVN
Driven Brands
$13,662,523$2,619,109 -16.1%778,04810.2%Retail/Wholesale
Magnite, Inc. stock logo
MGNI
Magnite
$11,143,440$11,143,440 New Holding462,0008.3%Computer and Technology
KASPI KZ JSC
$8,073,379$8,073,379 New Holding95,1046.0%SPONSORED ADS
Alight, Inc. stock logo
ALIT
Alight
$7,536,539$6,641,008 -46.8%1,331,5445.6%Computer and Technology
Thryv Holdings, Inc. stock logo
THRY
Thryv
$6,998,664$6,998,664 New Holding575,5485.2%Computer and Technology
Flywire Corporation stock logo
FLYW
Flywire
$6,786,889$1,574,001 30.2%580,0765.1%Computer and Technology
PAR Technology Corporation stock logo
PAR
PAR Technology
$6,451,410$5,050,136 -43.9%93,0004.8%Business Services
Euronet Worldwide, Inc. stock logo
EEFT
Euronet Worldwide
$6,082,800$3,328,103 -35.4%60,0004.6%Finance
FirstService Corporation stock logo
FSV
FirstService
$5,042,502$2,747,995 119.8%28,8773.8%Finance
MeridianLink, Inc. stock logo
MLNK
MeridianLink
$4,560,630$293,325 6.9%281,0003.4%Business Services
Distribution Solutions Group, Inc. stock logo
DSGR
Distribution Solutions Group
$3,865,029$4,685,860 -54.8%140,7002.9%Business Services
TFI International Inc. stock logo
TFII
TFI International
$3,212,159$3,276,004 -50.5%35,8222.4%Transportation
Ferguson plc stock logo
FERG
Ferguson
$0$3,364,830 -100.0%00.0%Industrials
First Advantage Co. stock logo
FA
First Advantage
$0$3,272,008 -100.0%00.0%Business Services
Viant Technology Inc. stock logo
DSP
Viant Technology
$0$2,881,118 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data