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Norwood Investment Partners, LP

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13F filer, CIK 1888610, MILL VALLEY, CA

Norwood Investment Partners, LP reported $64,962,594 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 84.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001888610-26-000002

Period
2026-03-31
Reported value
$65M
Holdings
15
Top 10 weight
84.11%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TFIIadded+32,000$3.48M
CTRInew+108,000$3.15M
VRRMnew+167,000$2.39M
DSPadded+121,489$1.36M
AMRZadded+18,638$1.04M

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
APGreduced-270,000-$10.9M
EEFTexited-51,500-$3.92M
GFLreduced-93,920-$3.92M
ACVAexited-485,307-$3.89M
CWANexited-159,000-$3.84M

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 2026

Share positions as resolved from 13F-HR 0001888610-26-000002, largest first. % of portfolio is the value over $64,962,594, 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; 2024Q2: restricted; 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 204,000$8.51M13.1%-93,920Timeline
DRVNDRIVEN BRANDS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 629,000$7.93M12.21%+59,000Timeline
APGAPI GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 176,000 shares 176,000$7.13M10.98%-270,000Timeline
TFIITFI INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 64,000 shares 64,000$6.95M10.7%+32,000Timeline
AMRZAMRIZE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,200 shares; 2025Q4: 73,800 shares; 2026Q1: 92,438 shares 92,438$5.18M7.97%+18,638Timeline
FLYWFLYWIRE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 388,000 shares 388,000$4.52M6.95%-200,083Timeline
DSGRDISTRIBUTION SOLUTIONS GRP IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 155,488 shares 155,488$4.08M6.28%+34,788Timeline
FSVFIRSTSERVICE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 27,319$3.8M5.84%-12,681Timeline
MGNIMAGNITE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 285,000$3.39M5.21%-45,000Timeline
CTRICENTURI HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,000 shares 108,000$3.15M4.86%newTimeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 36,416$2.7M4.15%-11,330Timeline
PRTHPRIORITY TECHNOLOGY HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629,869 shares; 2026Q1: 556,016 shares 556,016$2.62M4.04%-73,853Timeline
DSPVIANT TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 232,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,511 shares; 2026Q1: 220,000 shares 220,000$2.46M3.79%+121,489Timeline
VRRMVERRA MOBILITY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 167,000 shares 167,000$2.39M3.67%newTimeline
TTAMTITAN AMER SAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,223 shares 10,223$153K0.24%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
EEFTEURONET WORLDWIDE INC51,500$3.92Mshares
ACVAACV AUCTIONS INC485,307$3.89Mshares
CWANCLEARWATER ANALYTICS HLDGS I159,000$3.84Mshares

How Q1 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 0001888610-26-000002 base2026-05-14acceptance time not in the bulk data set