Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

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%

AMRIZE4.5%

EEFT4.4%

📈 Biggest Buys

DRIVEN BRANDS HLDGS INC

+138.1%

9.5% of portfolio

ACV AUCTIONS INC

NEW

4.4% of portfolio

PRIORITY TECHNOLOGY HLDGS IN

NEW

3.9% of portfolio

FIRSTSERVICE CORP NEW

+100.0%

7.0% of portfolio

GFL ENVIRONMENTAL INC

+12.5%

14.4% of portfolio

📉 Biggest Sells

CLEARWATER ANALYTICS HLDGS I

-81.4%

4.3% of portfolio

KASPI KZ JSC

-54.6%

4.2% of portfolio

API GROUP CORP

-19.8%

19.2% of portfolio

FLYWIRE CORPORATION

-31.7%

9.4% of portfolio

MAGNITE INC

-23.3%

6.0% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

THRYV HLDGS INC

SOLD

$7.1M

PAR TECHNOLOGY CORP

SOLD

$4.3M

CELLEBRITE DI LTD

SOLD

$4.3M

Changes from Q3 2025

NEW3 new positions

↑3 increased

↓7 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

GFL ENVIRONMENTAL INC

DRIVEN BRANDS HLDGS INC

FLYWIRE CORPORATION

FIRSTSERVICE CORP NEW

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