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Norwood Investment Partners, LP

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13F filer, CIK 1888610, MILL VALLEY, CA

Norwood Investment Partners, LP reported $112,063,072 across 14 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-06. Its ten largest share positions make up 89.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001888610-25-000002

Period
2025-03-31
Reported value
$112M
Holdings
14
Top 10 weight
89.56%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DRVNnew+927,200$15.9M
GFLnew+220,000$10.6M
EEFTadded+32,900$3.52M
DSPnew+232,161$2.88M
MERIDIANLINK INCadded+132,557$2.46M

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
DSGRreduced-362,928-$10.2M
APGreduced-255,500-$9.14M
CERTexited-774,102-$8.24M
AVIDXCHANGE HOLDINGS INCexited-781,181-$8.08M
FAreduced-336,593-$4.74M

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, Q1 2025

Share positions as resolved from 13F-HR 0001888610-25-000002, largest first. % of portfolio is the value over $112,063,072, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 927,200 shares 927,200$15.9M14.18%newTimeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,901 shares; 2024Q4: 688,298 shares; 2025Q1: 432,798 shares 432,798$15.5M13.81%-255,500Timeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702,867 shares; 2024Q4: 2,485,867 shares; 2025Q1: 2,504,867 shares 2,504,867$14.9M13.25%+19,000Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares 220,000$10.6M9.48%newTimeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,800 shares; 2024Q4: 200,800 shares; 2025Q1: 165,800 shares 165,800$10.2M9.08%-35,000Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,428 shares; 2024Q4: 59,928 shares; 2025Q1: 92,828 shares 92,828$9.92M8.85%+32,900Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,584 shares; 2024Q4: 674,209 shares; 2025Q1: 311,281 shares 311,281$8.72M7.78%-362,928Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,745 shares; 2024Q4: 80,856 shares; 2025Q1: 72,356 shares 72,356$5.6M5%-8,500Timeline
MERIDIANLINK INCMERIDIANLINK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,370 shares; 2024Q4: 130,370 shares; 2025Q1: 262,927 shares 262,927$4.87M4.35%+132,557
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 434,546 shares; 2025Q1: 445,546 shares 445,546$4.23M3.78%+11,000Timeline
FERGUSON PLCFERGUSON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,700 shares; 2024Q4: 26,700 shares; 2025Q1: 21,000 shares 21,000$3.36M3%-5,700
FAFIRST ADVANTAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,979 shares; 2024Q4: 568,815 shares; 2025Q1: 232,222 shares 232,222$3.27M2.92%-336,593Timeline
DSPVIANT TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 232,161 shares 232,161$2.88M2.57%newTimeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares 13,140$2.18M1.95%newTimeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
CERTCERTARA INC774,102$8.24Mshares
AVIDXCHANGE HOLDINGS INCAVIDXCHANGE HOLDINGS INC781,181$8.08Mshares

How Q1 2025 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 0001888610-25-000002 base2025-05-06acceptance time not in the bulk data set