Norwood Investment Partners, LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
NI Norwood Investment Partners, LP | Institutional Filer | ▼ 26.85% | $65.0M | 15 |
Current Portfolio Holdings
Showing all 15 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GFL | GFL Environmental Inc. | Industrials | 204K | $8.5M | 13.10% |
| 2 | DRVN | Driven Brands Holdings Inc. | Consumer Cyclical | 629K | $7.9M | 12.21% |
| 3 | APG | APi Group Corporation | Industrials | 176K | $7.1M | 10.98% |
| 4 | TFII | TFI International Inc. | Industrials | 64K | $7.0M | 10.70% |
| 5 | AMRZ | Amrize Ltd | Basic Materials | 92K | $5.2M | 7.97% |
| 6 | FLYW | Flywire Corporation | Technology | 388K | $4.5M | 6.95% |
| 7 | DSGR | Distribution Solutions Group, Inc. | Industrials | 155K | $4.1M | 6.28% |
| 8 | FSV | FirstService Corporation | Real Estate | 27K | $3.8M | 5.84% |
| 9 | MGNI | Magnite, Inc. | Communication Services | 285K | $3.4M | 5.21% |
| 10 | CTRI | Centuri Holdings, Inc. | Utilities | 108K | $3.2M | 4.86% |
| 11 | KSPI | Joint Stock Company Kaspi.kz | Technology | 36K | $2.7M | 4.15% |
| 12 | PRTH | Priority Technology Holdings, Inc. | Technology | 556K | $2.6M | 4.04% |
| 13 | DSP | Viant Technology Inc. | Technology | 220K | $2.5M | 3.79% |
| 14 | VRRM | Verra Mobility Corporation | Technology | 167K | $2.4M | 3.67% |
| 15 | TTAM | Titan America S.A. | Basic Materials | 10K | $153K | 0.24% |
Showing 1 to 15 of 15 holdings