# Norwood Investment Partners, LP: Form 13F holdings

An institutional investment manager in MILL VALLEY, CA. SEC CIK 1888610.

- Quarter ended: 2026-06-30
- Filed: 2026-08-12
- Reported value: $72.4m
- Positions: 14 (14 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1888610/000188861026000003/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [GFL ENVIRONMENTAL INC (GFL)](/companies/gfl.md) | SUB VTG SHS | $11.0m | 15.2% | 300,000 |  | Added +96,000 |
| [CENTURI HOLDINGS INC COM SHS (CTRI)](/companies/ctri.md) | Common | $9.1m | 12.6% | 302,000 |  | Added +194,000 |
| [TFI INTL INC (TFII)](/companies/tfii.md) | COM | $8.3m | 11.4% | 57,705 |  | Reduced −6,295 |
| [DRIVEN BRANDS HLDGS INC (DRVN)](/companies/drvn.md) | COM | $7.5m | 10.3% | 534,813 |  | Reduced −94,187 |
| [API GROUP CORP (APG)](/companies/apg.md) | COM STK | $7.0m | 9.6% | 165,000 |  | Reduced −11,000 |
| [MAGNITE INC (MGNI)](/companies/mgni.md) | COM | $4.5m | 6.2% | 235,000 |  | Reduced −50,000 |
| [DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK (DSGR)](/companies/dsgr.md) | COM | $4.3m | 5.9% | 155,488 |  | Unchanged |
| [VIANT TECHNOLOGY INC (DSP)](/companies/dsp.md) | COM CL A | $4.2m | 5.9% | 335,233 |  | Added +115,233 |
| [PRIORITY TECHNOLOGY HLDGS IN (PRTH)](/companies/prth.md) | COM | $3.6m | 5.0% | 542,000 |  | Reduced −14,016 |
| [FLYWIRE CORPORATION (FLYW)](/companies/flyw.md) | COM VTG | $3.6m | 4.9% | 204,000 |  | Reduced −184,000 |
| [BADGER METER INC (BMI)](/companies/bmi.md) | COM | $3.4m | 4.7% | 23,000 |  | New +23,000 |
| [KASPI KZ JSC (KSPI)](/companies/kspi.md) | SPONSORED ADS | $2.5m | 3.5% | 29,300 |  | Reduced −7,116 |
| [FIRSTSERVICE CORP NEW (FSV)](/companies/fsv.md) | COM | $2.0m | 2.7% | 14,000 |  | Reduced −13,319 |
| [SONIDA SENIOR LIVING INC (SNDA)](/companies/snda.md) | COM | $1.4m | 2.0% | 34,785 |  | New +34,785 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| AMRIZE LTD | SHS | $0 | 0.0% | 0 |  | Sold out −92,438 |
| TITAN AMER SA | COMMON SHARES | $0 | 0.0% | 0 |  | Sold out −10,223 |
| [VERRA MOBILITY CORP (VRRM)](/companies/vrrm.md) | CL A COM STK | $0 | 0.0% | 0 |  | Sold out −167,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001888610-26-000003. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.