Norwood Investment Partners, LP
•CIK: 1888610•Filing: Q4 2025
**Norwood Investment Partners, LP** manages $89M across a concentrated portfolio of 15 positions. The fund exhibits significant exposure to key names, notably maintaining the largest allocation in APG at $17.1M. Further substantial holdings include GFL ($12.8M) and DRVN ($8.4M), indicating a focused, high-conviction investment mandate. This structure suggests a tactical approach targeting specific market opportunities within its core holdings.
Total AUM
$88.8M
QoQ Performance
-23.6%
Positions
15
Top 10 Concentration
83.2%
Latest Filing
Q4 2025
Top Holdings Allocation
APG
GFL
DRVN
FLYW
FSV
MGNI
APG19.2%
GFL14.4%
DRVN9.5%
FLYW9.4%
FSV7.0%
MGNI6.0%
AMRZ4.5%
EEFT4.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑3 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022