Skip to content
Disclosery

Norwood Investment Partners, LP

Follow

13F filer, CIK 1888610, MILL VALLEY, CA

Norwood Investment Partners, LP reported $88,811,816 across 15 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 83.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001888610-26-000001

Period
2025-12-31
Reported value
$88.8M
Holdings
15
Top 10 weight
83.15%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DRVNadded+330,562$4.9M
ACVAnew+485,307$3.89M
PRTHnew+629,869$3.43M
FSVadded+20,000$3.11M
GFLadded+33,120$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
CWANreduced-694,531-$16.8M
THRYexited-592,534-$7.15M
KSPIreduced-57,358-$4.48M
PARexited-108,000-$4.27M
CLBTexited-230,671-$4.27M

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, Q4 2025

Share positions as resolved from 13F-HR 0001888610-26-000001, largest first. % of portfolio is the value over $88,811,816, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 890,901 shares; 2024Q4: 688,298 shares; 2025Q1: 432,798 shares; 2025Q2: 370,960 shares; 2025Q3: 556,440 shares; 2025Q4: 446,000 shares 446,000$17.1M19.21%-110,440Timeline
GFLGFL ENVIRONMENTAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220,000 shares; 2025Q2: 311,864 shares; 2025Q3: 264,800 shares; 2025Q4: 297,920 shares 297,920$12.8M14.41%+33,120Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 927,200 shares; 2025Q2: 778,048 shares; 2025Q3: 239,438 shares; 2025Q4: 570,000 shares 570,000$8.45M9.51%+330,562Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,100 shares; 2024Q4: 434,546 shares; 2025Q1: 445,546 shares; 2025Q2: 580,076 shares; 2025Q3: 860,500 shares; 2025Q4: 588,083 shares 588,083$8.33M9.38%-272,417Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: 28,877 shares; 2025Q3: 20,000 shares; 2025Q4: 40,000 shares 40,000$6.22M7%+20,000Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462,000 shares; 2025Q3: 430,000 shares; 2025Q4: 330,000 shares 330,000$5.36M6.03%-100,000Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,200 shares; 2025Q4: 73,800 shares 73,800$3.99M4.49%-4,400Timeline
EEFTEURONET WORLDWIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,428 shares; 2024Q4: 59,928 shares; 2025Q1: 92,828 shares; 2025Q2: 60,000 shares; 2025Q3: 68,500 shares; 2025Q4: 51,500 shares 51,500$3.92M4.41%-17,000Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485,307 shares 485,307$3.89M4.38%newTimeline
CWANCLEARWATER ANALYTICS HLDGS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 702,100 shares; 2025Q3: 853,531 shares; 2025Q4: 159,000 shares 159,000$3.84M4.32%-694,531Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 95,104 shares; 2025Q3: 105,104 shares; 2025Q4: 47,746 shares 47,746$3.73M4.2%-57,358Timeline
PRTHPRIORITY TECHNOLOGY HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629,869 shares 629,869$3.43M3.87%newTimeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,745 shares; 2024Q4: 80,856 shares; 2025Q1: 72,356 shares; 2025Q2: 35,822 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares 32,000$3.31M3.72%0Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 792,584 shares; 2024Q4: 674,209 shares; 2025Q1: 311,281 shares; 2025Q2: 140,700 shares; 2025Q3: 120,700 shares; 2025Q4: 120,700 shares 120,700$3.31M3.72%0Timeline
DSPVIANT TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 232,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,511 shares 98,511$1.19M1.34%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
THRYTHRYV HLDGS INC592,534$7.15Mshares
PARPAR TECHNOLOGY CORP108,000$4.27Mshares
CLBTCELLEBRITE DI LTD230,671$4.27Mshares

How Q4 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 0001888610-26-000001 base2026-02-17acceptance time not in the bulk data set