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Norwood Investment Partners, LP

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13F filer, CIK 1888610, MILL VALLEY, CA

Norwood Investment Partners, LP reported $116,273,848 across 15 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 84.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001888610-25-000005

Period
2025-09-30
Reported value
$116M
Holdings
15
Top 10 weight
84.6%
New
2
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APGadded+185,480$6.37M
CLBTnew+230,671$4.27M
FLYWadded+280,424$3.8M
AMRZnew+78,200$3.8M
CWANadded+151,431$2.73M

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
DRVNreduced-538,610-$8.68M
ALITexited-1,331,544-$7.54M
MERIDIANLINK INCexited-281,000-$4.56M
GFLreduced-47,064-$2.23M
FSVreduced-8,877-$1.69M

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, Q3 2025

Share positions as resolved from 13F-HR 0001888610-25-000005, largest first. % of portfolio is the value over $116,273,848, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,901 shares; 2024Q4: 688,298 shares; 2025Q1: 432,798 shares; 2025Q2: 370,960 shares; 2025Q3: 556,440 shares 556,440$19.1M16.45%+185,480Timeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702,100 shares; 2025Q3: 853,531 shares 853,531$15.4M13.23%+151,431Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares; 2025Q2: 311,864 shares; 2025Q3: 264,800 shares 264,800$12.5M10.79%-47,064Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 434,546 shares; 2025Q1: 445,546 shares; 2025Q2: 580,076 shares; 2025Q3: 860,500 shares 860,500$11.7M10.02%+280,424Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462,000 shares; 2025Q3: 430,000 shares 430,000$9.37M8.05%-32,000Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,104 shares; 2025Q3: 105,104 shares 105,104$8.58M7.38%+10,000Timeline
THRYTHRYV HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 575,548 shares; 2025Q3: 592,534 shares 592,534$7.15M6.15%+16,986Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,428 shares; 2024Q4: 59,928 shares; 2025Q1: 92,828 shares; 2025Q2: 60,000 shares; 2025Q3: 68,500 shares 68,500$6.01M5.17%+8,500Timeline
PARPAR TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,800 shares; 2024Q4: 200,800 shares; 2025Q1: 165,800 shares; 2025Q2: 93,000 shares; 2025Q3: 108,000 shares 108,000$4.27M3.68%+15,000Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230,671 shares 230,671$4.27M3.68%newTimeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 927,200 shares; 2025Q2: 778,048 shares; 2025Q3: 239,438 shares 239,438$3.86M3.32%-538,610Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: 28,877 shares; 2025Q3: 20,000 shares 20,000$3.81M3.28%-8,877Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,200 shares 78,200$3.8M3.26%newTimeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,584 shares; 2024Q4: 674,209 shares; 2025Q1: 311,281 shares; 2025Q2: 140,700 shares; 2025Q3: 120,700 shares 120,700$3.63M3.12%-20,000Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,745 shares; 2024Q4: 80,856 shares; 2025Q1: 72,356 shares; 2025Q2: 35,822 shares; 2025Q3: 32,000 shares 32,000$2.82M2.42%-3,822Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
ALITALIGHT INC1,331,544$7.54Mshares
MERIDIANLINK INCMERIDIANLINK INC281,000$4.56Mshares

How Q3 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 0001888610-25-000005 base2025-11-12acceptance time not in the bulk data set