Norwood Investment Partners, LP
Net buyer this quarter
$72.4M
14
+$395K
87.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GFL | $11M | 15.24% | Not reported | +47.1% | Q4 2021 |
 CTRI | $9.13M | 12.61% | 0.30% | +179.6% | Q1 2026 |
 TFII | $8.28M | 11.44% | 0.07% | -9.8% | Q4 2021 |
 DRVN | $7.46M | 10.30% | 0.32% | -15.0% | Q1 2025 |
 APG | $6.99M | 9.65% | 0.04% | -6.3% | Q4 2021 |
 MGNI | $4.46M | 6.16% | 0.16% | -17.5% | Q2 2025 |
 DSGR | $4.25M | 5.87% | 0.34% | Not reported | Q4 2021 |
 DSP | $4.24M | 5.86% | Not reported | +52.4% | Q1 2025 |
 PRTH | $3.62M | 4.99% | 0.66% | -2.5% | Q4 2025 |
 FLYW | $3.58M | 4.95% | 0.17% | -47.4% | Q3 2024 |
 BMI | $3.41M | 4.71% | 0.08% | New | Q2 2026 |
 KSPI | $2.54M | 3.51% | 0.02% | -19.5% | Q2 2025 |
 FSV | $1.99M | 2.75% | 0.03% | -48.8% | Q1 2025 |
 SNDA | $1.42M | 1.96% | 0.07% | New | Q2 2026 |
| Q1 2026 | |||||
| GFL | $8.51M | 13.10% | Not reported | -31.5% | Q4 2021 |
| DRVN | $7.93M | 12.21% | 0.38% | +10.4% | Q1 2025 |
| APG | $7.13M | 10.98% | 0.04% | -60.5% | Q4 2021 |
| TFII | $6.95M | 10.70% | 0.08% | +100.0% | Q4 2021 |
 AMRZ | $5.18M | 7.97% | 0.02% | +25.3% | Q3 2025 |
| FLYW | $4.52M | 6.95% | 0.32% | -34.0% | Q3 2024 |
| DSGR | $4.08M | 6.28% | 0.34% | +28.8% | Q4 2021 |
| FSV | $3.8M | 5.84% | 0.06% | -31.7% | Q1 2025 |
| MGNI | $3.39M | 5.21% | 0.20% | -13.6% | Q2 2025 |
| CTRI | $3.15M | 4.86% | 0.11% | New | Q1 2026 |
| KSPI | $2.7M | 4.15% | 0.02% | -23.7% | Q2 2025 |
| PRTH | $2.62M | 4.04% | 0.68% | -11.7% | Q4 2025 |
| DSP | $2.46M | 3.79% | Not reported | +123.3% | Q1 2025 |
 VRRM | $2.39M | 3.67% | 0.11% | New | Q1 2026 |
 TTAM | $153K | 0.24% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| APG | $17.1M | 19.21% | 0.11% | -19.9% | Q4 2021 |
| GFL | $12.8M | 14.41% | Not reported | +12.5% | Q4 2021 |
| DRVN | $8.45M | 9.51% | 0.35% | +138.1% | Q1 2025 |
| FLYW | $8.33M | 9.38% | 0.49% | -31.7% | Q3 2024 |
| FSV | $6.22M | 7.00% | 0.09% | +100.0% | Q1 2025 |
| MGNI | $5.36M | 6.03% | 0.23% | -23.3% | Q2 2025 |
| AMRZ | $3.99M | 4.49% | 0.01% | -5.6% | Q3 2025 |
 EEFT | $3.92M | 4.41% | 0.12% | -24.8% | Q4 2023 |
 ACVA | $3.89M | 4.38% | 0.28% | New | Q4 2025 |
| CWAN | $3.84M | 4.32% | Not reported | -81.4% | Q2 2025 |
| KSPI | $3.73M | 4.20% | 0.03% | -54.6% | Q2 2025 |
| PRTH | $3.43M | 3.87% | 0.77% | New | Q4 2025 |
| TFII | $3.31M | 3.72% | 0.04% | Not reported | Q4 2021 |
| DSGR | $3.31M | 3.72% | 0.26% | Not reported | Q4 2021 |
| DSP | $1.19M | 1.34% | Not reported | Not reported | Q1 2025 |
| Q3 2025 | |||||
| APG | $19.1M | 16.45% | 0.13% | Not reported | Q4 2021 |
| CWAN | $15.4M | 13.23% | Not reported | +21.6% | Q2 2025 |
| GFL | $12.5M | 10.79% | Not reported | -15.1% | Q4 2021 |
| FLYW | $11.7M | 10.02% | 0.72% | +48.3% | Q3 2024 |
| MGNI | $9.37M | 8.05% | 0.30% | -6.9% | Q2 2025 |
| KSPI | $8.58M | 7.38% | 0.06% | +10.5% | Q2 2025 |
 THRY | $7.15M | 6.15% | 1.36% | +3.0% | Q2 2025 |
| EEFT | $6.01M | 5.17% | 0.17% | +14.2% | Q4 2023 |
 PAR | $4.27M | 3.68% | 0.27% | +16.1% | Q4 2021 |
 CLBT | $4.27M | 3.68% | 0.09% | New | Q3 2025 |
| DRVN | $3.86M | 3.32% | 0.15% | -69.2% | Q1 2025 |
| FSV | $3.81M | 3.28% | 0.04% | -30.7% | Q1 2025 |
| AMRZ | $3.8M | 3.26% | 0.01% | New | Q3 2025 |
| DSGR | $3.63M | 3.12% | 0.26% | -14.2% | Q4 2021 |
| TFII | $2.82M | 2.42% | 0.04% | -10.7% | Q4 2021 |