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Norwood Investment Partners, LP

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13F filer, CIK 1888610, MILL VALLEY, CA

Norwood Investment Partners, LP reported $133,487,182 across 15 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12. Its ten largest share positions make up 82.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001888610-25-000004

Period
2025-06-30
Reported value
$133M
Holdings
15
Top 10 weight
82.95%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CWANnew+702,100$15.4M
MGNInew+462,000$11.1M
KSPInew+95,104$8.07M
THRYnew+575,548$7M
GFLadded+91,864$4.64M

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
ALITreduced-1,173,323-$6.64M
PARreduced-72,800-$5.05M
DSGRreduced-170,581-$4.69M
FERGUSON PLCexited-21,000-$3.36M
EEFTreduced-32,828-$3.33M

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 2025

Share positions as resolved from 13F-HR 0001888610-25-000004, largest first. % of portfolio is the value over $133,487,182, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,901 shares; 2024Q4: 688,298 shares; 2025Q1: 432,798 shares; 2025Q2: 370,960 shares 370,960$18.9M14.19%-61,838Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares; 2025Q2: 311,864 shares 311,864$15.7M11.79%+91,864Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702,100 shares 702,100$15.4M11.53%newTimeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 927,200 shares; 2025Q2: 778,048 shares 778,048$13.7M10.24%-149,152Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462,000 shares 462,000$11.1M8.35%newTimeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,104 shares 95,104$8.07M6.05%newTimeline
ALITALIGHT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702,867 shares; 2024Q4: 2,485,867 shares; 2025Q1: 2,504,867 shares; 2025Q2: 1,331,544 shares 1,331,544$7.54M5.65%-1,173,323Timeline
THRYTHRYV HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575,548 shares 575,548$7M5.24%newTimeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 434,546 shares; 2025Q1: 445,546 shares; 2025Q2: 580,076 shares 580,076$6.79M5.08%+134,530Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,800 shares; 2024Q4: 200,800 shares; 2025Q1: 165,800 shares; 2025Q2: 93,000 shares 93,000$6.45M4.83%-72,800Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,428 shares; 2024Q4: 59,928 shares; 2025Q1: 92,828 shares; 2025Q2: 60,000 shares 60,000$6.08M4.56%-32,828Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: 28,877 shares 28,877$5.04M3.78%+15,737Timeline
MERIDIANLINK INCMERIDIANLINK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,370 shares; 2024Q4: 130,370 shares; 2025Q1: 262,927 shares; 2025Q2: 281,000 shares 281,000$4.56M3.42%+18,073
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,584 shares; 2024Q4: 674,209 shares; 2025Q1: 311,281 shares; 2025Q2: 140,700 shares 140,700$3.87M2.9%-170,581Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,745 shares; 2024Q4: 80,856 shares; 2025Q1: 72,356 shares; 2025Q2: 35,822 shares 35,822$3.21M2.41%-36,534Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
FERGUSON PLCFERGUSON PLC21,000$3.36Mshares
FAFIRST ADVANTAGE CORP NEW232,222$3.27Mshares
DSPVIANT TECHNOLOGY INC232,161$2.88Mshares

How Q2 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 0001888610-25-000004 base2025-08-12acceptance time not in the bulk data set