Q2 2026 13F · SEC CIK 1888610
Norwood Investment Partners, LP
Hedge fundFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $72.4M
- Reported positions
- 14
- Top holdings a year, 3 yrs
- -5.4%
- Average holding period
- 2.3 yrs
Norwood Investment Partners, LP is a hedge fund that reported 14 positions worth $72.4M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Gfl Environmental Inc (GFL, 15.2%), Centuri Holdings Inc Com Shs (CTRI, 12.6%), Tfi International Inc (TFII, 11.4%). A portfolio copying its top holdings returned -5.4% a year over the last 3 years, against 20.4% for the S&P 500.
Norwood Investment Partners, LP holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| GFLGfl Environmental Inc | 15.2% | +47.1% | $11.0M |
| CTRICenturi Holdings Inc Com Shs | 12.6% | +179.6% | $9.1M |
| TFIITfi International Inc | 11.4% | -9.8% | $8.3M |
| DRVNDriven Brands Hldgs Inc | 10.3% | -15.0% | $7.5M |
| APGApi Group Corp | 9.7% | -6.3% | $7.0M |
| MGNIMagnite Inc | 6.2% | -17.5% | $4.5M |
| LAWSDistribution Solutions Grp I | 5.9% | +0.0% | $4.3M |
| DSPViant Technology Inc | 5.9% | +52.4% | $4.2M |
| PRTHPriority Technology Hldgs in | 5.0% | -2.5% | $3.6M |
| FLYWFlywire Corporation | 5.0% | -47.4% | $3.6M |
| BMIBadger Meter Inc | 4.7% | — | $3.4M |
| KSPIKaspi Kz Jsc | 3.5% | -19.5% | $2.5M |
| FSVFirst Service Corp | 2.7% | -48.8% | $2.0M |
| SNDASonida Senior Living Inc | 2.0% | — | $1.4M |
What Norwood Investment Partners, LP bought and sold in Q2 2026, against Q1 2026.
New positions
- BMI Badger Meter Inc4.7% of 13F
- SNDA Sonida Senior Living Inc2.0% of 13F
Added to
- CTRI Centuri Holdings Inc Com Shs+179.6% shares
- DSP Viant Technology Inc+52.4% shares
- GFL Gfl Environmental Inc+47.1% shares
Reduced
- FSV First Service Corp-48.8% shares
- FLYW Flywire Corporation-47.4% shares
- KSPI Kaspi Kz Jsc-19.5% shares
- MGNI Magnite Inc-17.5% shares
- DRVN Driven Brands Hldgs Inc-15.0% shares
- TFII Tfi International Inc-9.8% shares
- APG Api Group Corp-6.3% shares
Sold out
- AMRZ Amrize Ltd Shswas 8.0%
- VRRM Verra Mobility Corpwas 3.7%
- TTAM Titan America SAwas 0.2%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -10.0% /yr
- S&P 500 +20.1%
- 3 years
- -5.4% /yr
- S&P 500 +20.4%
- 5 years
- -4.0% /yr
- S&P 500 +13.0%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $72.4M | 14 |
| Q1 2026 | $65.0M | 15 |
| Q4 2025 | $88.8M | 15 |
| Q3 2025 | $116.3M | 15 |
| Q2 2025 | $133.5M | 15 |
| Q1 2025 | $112.1M | 14 |
| Q4 2024 | $140.1M | 12 |
| Q3 2024 | $148.2M | 12 |
| Q2 2024 | $155.3M | 11 |
| Q1 2024 | $156.6M | 13 |
| Q4 2023 | $145.1M | 12 |
| Q3 2023 | $119.6M | 11 |
Questions about Norwood Investment Partners, LP's portfolio
What stocks does Norwood Investment Partners, LP own?
Norwood Investment Partners, LP's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 14 positions worth $72.4M. The largest are Gfl Environmental Inc (GFL) at 15.2%, Centuri Holdings Inc Com Shs (CTRI) at 12.6%, Tfi International Inc (TFII) at 11.4%, Driven Brands Hldgs Inc (DRVN) at 10.3% and Api Group Corp (APG) at 9.7%.
What did Norwood Investment Partners, LP buy last quarter?
In Q2 2026, Norwood Investment Partners, LP added a new position in Badger Meter Inc (BMI), a new position in Sonida Senior Living Inc (SNDA), Centuri Holdings Inc Com Shs (CTRI) (+179.6% shares), Viant Technology Inc (DSP) (+52.4% shares) and Gfl Environmental Inc (GFL) (+47.1% shares), compared with its Q1 2026 filing.
What did Norwood Investment Partners, LP sell last quarter?
In Q2 2026, Norwood Investment Partners, LP sold all of Amrize Ltd Shs (AMRZ), sold all of Verra Mobility Corp (VRRM), sold all of Titan America SA (TTAM), First Service Corp (FSV) (-48.8% shares), Flywire Corporation (FLYW) (-47.4% shares) and Kaspi Kz Jsc (KSPI) (-19.5% shares), compared with its Q1 2026 filing.
How has Norwood Investment Partners, LP's portfolio performed?
A portfolio copying Norwood Investment Partners, LP's 20 largest 13F holdings each quarter, from the day each filing was public, returned -5.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -10.0% against +20.1%. Over 5 years: -4.0% a year against +13.0%.
When is Norwood Investment Partners, LP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Norwood Investment Partners, LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.