Norwood Investment Partners, LP
CIK: 0001888610SEC EDGAR →
Portfolio Value
$88.8B
Holdings
15
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | API GROUP CORP | 446,000 | $17.1B | 19.21% |
| 2 | GFL ENVIRONMENTAL INC | 297,920 | $12.8B | 14.41% |
| 3 | DRIVEN BRANDS HLDGS INC | 570,000 | $8.4B | 9.51% |
| 4 | FLYWIRE CORPORATION | 588,083 | $8.3B | 9.38% |
| 5 | FIRSTSERVICE CORP NEW | 40,000 | $6.2B | 7.00% |
| 6 | MAGNITE INC | 330,000 | $5.4B | 6.03% |
| 7 | AMRIZE LTD | 73,800 | $4.0B | 4.49% |
| 8 | EURONET WORLDWIDE INC | 51,500 | $3.9B | 4.41% |
| 9 | ACV AUCTIONS INC | 485,307 | $3.9B | 4.38% |
| 10 | CLEARWATER ANALYTICS HLDGS I | 159,000 | $3.8B | 4.32% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 4 | $36.5B | 41.1% |
| Technology | 6 | $24.4B | 27.5% |
| Consumer Cyclical | 2 | $12.3B | 13.9% |
| Real Estate | 1 | $6.2B | 7.0% |
| Communication Services | 1 | $5.4B | 6.0% |
| Basic Materials | 1 | $4.0B | 4.5% |