Norwood Investment Partners, LP
Norwood Investment Partners, LP reported 14 US-listed holdings worth $72.4 million in its 13F for the quarter ended 30 June 2026, filed 12 August 2026. Its largest: GFL Environmental Inc. (15.2%), Centuri Holdings Inc. (12.6%) and Tfi Intl Inc. (11.4%). Against the quarter before, it opened 2 positions, added to 3, trimmed 8 and sold out of 3.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -16.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Badger Meter Inc. BMI$3.4 million
- Sonida Senior Living Inc. SNDA$1.4 million
Added to 3
- Centuri Holdings Inc. CTRI+194,000 shares · +180%
- GFL Environmental Inc. GFL+96,000 shares · +47%
- Viant Technology Inc. DSP+115,233 shares · +52%
Trimmed 8
- Flywire Corporation FLYW-184,000 shares · -47%
- Firstservice Corp. New FSV-13,319 shares · -49%
- Driven Brands Hldgs Inc. DRVN-94,187 shares · -15%
- Magnite Inc. MGNI-50,000 shares · -18%
- Tfi Intl Inc. TFII-6,295 shares · -10%
- Kaspi KZ JSC KSPI-7,116 shares · -20%
- APi Group Corp. APG-11,000 shares · -6%
- Priority Technology Hldgs in PRTH-14,016 shares · -3%
Sold out of 3
- Amrize Ltd AMRZ$5.2 million last quarter
- Verra Mobility Corp. VRRM$2.4 million last quarter
- Titan Amer SA TTAM$153,141 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| GFL Environmental Inc. GFL | 300.0K | $11.0 million | 15.24% | +96.0K |
| Centuri Holdings Inc. CTRI | 302.0K | $9.1 million | 12.61% | +194.0K |
| Tfi Intl Inc. TFII | 57.7K | $8.3 million | 11.44% | -6.3K |
| Driven Brands Hldgs Inc. DRVN | 534.8K | $7.5 million | 10.30% | -94.2K |
| APi Group Corp. APG | 165.0K | $7.0 million | 9.65% | -11.0K |
| Magnite Inc. MGNI | 235.0K | $4.5 million | 6.16% | -50.0K |
| Distribution Solutions GRP I DSGR | 155.5K | $4.3 million | 5.87% | no change |
| Viant Technology Inc. DSP | 335.2K | $4.2 million | 5.86% | +115.2K |
| Priority Technology Hldgs in PRTH | 542.0K | $3.6 million | 4.99% | -14.0K |
| Flywire Corporation FLYW | 204.0K | $3.6 million | 4.95% | -184.0K |
| Badger Meter Inc. BMI | 23.0K | $3.4 million | 4.71% | new |
| Kaspi KZ JSC KSPI | 29.3K | $2.5 million | 3.51% | -7.1K |
| Firstservice Corp. New FSV | 14.0K | $2.0 million | 2.75% | -13.3K |
| Sonida Senior Living Inc. SNDA | 34.8K | $1.4 million | 1.96% | new |