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Norwood Investment Partners, LP

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13F filer, CIK 1888610, MILL VALLEY, CA

Norwood Investment Partners, LP reported $72,413,656 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 87.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001888610-26-000003

Period
2026-06-30
Reported value
$72.4M
Holdings
14
Top 10 weight
87.07%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CTRIadded+194,000$5.87M
GFLadded+96,000$3.53M
BMInew+23,000$3.41M
DSPadded+115,233$1.46M
SNDAnew+34,785$1.42M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMRZexited-92,438-$5.18M
FLYWreduced-184,000-$3.23M
VRRMexited-167,000-$2.39M
FSVreduced-13,319-$1.89M
DRVNreduced-94,187-$1.31M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001888610-26-000003, largest first. % of portfolio is the value over $72,413,656, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares; 2025Q2: 311,864 shares; 2025Q3: 264,800 shares; 2025Q4: 297,920 shares; 2026Q1: 204,000 shares; 2026Q2: 300,000 shares 300,000$11M15.24%+96,000Timeline
CTRICENTURI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,000 shares; 2026Q2: 302,000 shares 302,000$9.13M12.61%+194,000Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,745 shares; 2024Q4: 80,856 shares; 2025Q1: 72,356 shares; 2025Q2: 35,822 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 64,000 shares; 2026Q2: 57,705 shares 57,705$8.28M11.44%-6,295Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 927,200 shares; 2025Q2: 778,048 shares; 2025Q3: 239,438 shares; 2025Q4: 570,000 shares; 2026Q1: 629,000 shares; 2026Q2: 534,813 shares 534,813$7.46M10.3%-94,187Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890,901 shares; 2024Q4: 688,298 shares; 2025Q1: 432,798 shares; 2025Q2: 370,960 shares; 2025Q3: 556,440 shares; 2025Q4: 446,000 shares; 2026Q1: 176,000 shares; 2026Q2: 165,000 shares 165,000$6.99M9.65%-11,000Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462,000 shares; 2025Q3: 430,000 shares; 2025Q4: 330,000 shares; 2026Q1: 285,000 shares; 2026Q2: 235,000 shares 235,000$4.46M6.16%-50,000Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792,584 shares; 2024Q4: 674,209 shares; 2025Q1: 311,281 shares; 2025Q2: 140,700 shares; 2025Q3: 120,700 shares; 2025Q4: 120,700 shares; 2026Q1: 155,488 shares; 2026Q2: 155,488 shares 155,488$4.25M5.87%0Timeline
DSPVIANT TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 232,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,511 shares; 2026Q1: 220,000 shares; 2026Q2: 335,233 shares 335,233$4.24M5.86%+115,233Timeline
PRTHPRIORITY TECHNOLOGY HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629,869 shares; 2026Q1: 556,016 shares; 2026Q2: 542,000 shares 542,000$3.62M4.99%-14,016Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,100 shares; 2024Q4: 434,546 shares; 2025Q1: 445,546 shares; 2025Q2: 580,076 shares; 2025Q3: 860,500 shares; 2025Q4: 588,083 shares; 2026Q1: 388,000 shares; 2026Q2: 204,000 shares 204,000$3.58M4.95%-184,000Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,000 shares 23,000$3.41M4.71%newTimeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,104 shares; 2025Q3: 105,104 shares; 2025Q4: 47,746 shares; 2026Q1: 36,416 shares; 2026Q2: 29,300 shares 29,300$2.54M3.51%-7,116Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: 28,877 shares; 2025Q3: 20,000 shares; 2025Q4: 40,000 shares; 2026Q1: 27,319 shares; 2026Q2: 14,000 shares 14,000$1.99M2.75%-13,319Timeline
SNDASONIDA SENIOR LIVING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,785 shares 34,785$1.42M1.96%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMRZAMRIZE LTD92,438$5.18Mshares
VRRMVERRA MOBILITY CORP167,000$2.39Mshares
TTAMTITAN AMER SA10,223$153Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001888610-26-000003 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001888610-26-000003 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001888610-26-000002 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001888610-26-000001 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001888610-25-000005 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001888610-25-000004 Quarter ended 2025-06-302025-08-12acceptance time not in the bulk data set
13F-HR 0001888610-25-000002 Quarter ended 2025-03-312025-05-06acceptance time not in the bulk data set
13F-HR 0001888610-25-000001 Quarter ended 2024-12-312025-02-11acceptance time not in the bulk data set
13F-HR 0001888610-24-000004 Quarter ended 2024-09-302024-11-12acceptance time not in the bulk data set
13F-HR 0001888610-24-000003 Quarter ended 2024-06-302024-08-09acceptance time not in the bulk data set
13F-HR 0001888610-24-000002 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001888610-24-000001 Quarter ended 2023-12-312024-02-07acceptance time not in the bulk data set
13F-HR 0001888610-23-000007 Quarter ended 2023-09-302023-11-07acceptance time not in the bulk data set
13F-HR 0001888610-23-000006 Quarter ended 2023-06-302023-08-10acceptance time not in the bulk data set
13F-HR 0001888610-23-000004 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR/A 0001888610-23-000003 Quarter ended 2022-12-312023-02-15acceptance time not in the bulk data set
13F-HR 0001888610-23-000002 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0001888610-22-000007 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001888610-22-000006 Quarter ended 2022-06-302022-08-02acceptance time not in the bulk data set
13F-HR 0001888610-22-000005 Quarter ended 2022-03-312022-05-10acceptance time not in the bulk data set
13F-HR/A 0001888610-22-000004 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set
13F-HR 0001888610-22-000003 Quarter ended 2021-12-312022-02-11acceptance time not in the bulk data set