Norwood Investment Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TFI INTL INC(TFII) | 32,000 | 64,000 | +32,000 | 3,307,200 | 6,952,320 | 10.70% | +3,645,120 |
| CENTURI HOLDINGS INC COM SHS(CTRI) | 0 | 108,000 | +108,000 | 0 | 3,154,680 | 4.86% | +3,154,680 |
| VERRA MOBILITY CORP | 0 | 167,000 | +167,000 | 0 | 2,386,430 | 3.67% | +2,386,430 |
| VIANT TECHNOLOGY INC | 98,511 | 220,000 | +121,489 | 1,186,072 | 2,464,000 | 3.79% | +1,277,928 |
| AMRIZE LTD(AMRZ) | 73,800 | 92,438 | +18,638 | 3,991,104 | 5,178,377 | 7.97% | +1,187,273 |
| DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK(DSGR) | 120,700 | 155,488 | +34,788 | 3,305,973 | 4,080,005 | 6.28% | +774,032 |
| TITAN AMER SA | 0 | 10,223 | +10,223 | 0 | 153,141 | 0.24% | +153,141 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 570,000 | 629,000 | +59,000 | 8,447,400 | 7,931,690 | 12.21% | -515,710 |
| PRIORITY TECHNOLOGY HLDGS IN | 629,869 | 556,016 | -73,853 | 3,432,786 | 2,624,396 | 4.04% | -808,390 |
| KASPI KZ JSC(KSPI) | 47,746 | 36,416 | -11,330 | 3,730,395 | 2,697,333 | 4.15% | -1,033,062 |
| MAGNITE INC(MGNI) | 330,000 | 285,000 | -45,000 | 5,355,900 | 3,385,800 | 5.21% | -1,970,100 |
| FIRSTSERVICE CORP NEW | 40,000 | 27,319 | -12,681 | 6,221,200 | 3,795,702 | 5.84% | -2,425,498 |
| FLYWIRE CORPORATION(FLYW) | 588,083 | 388,000 | -200,083 | 8,327,255 | 4,516,320 | 6.95% | -3,810,935 |
| CLEARWATER ANALYTICS HLDGS I(CWAN) | 159,000 | 0 | -159,000 | 3,835,080 | 0 | — | -3,835,080 |
| ACV AUCTIONS INC(ACVA) | 485,307 | 0 | -485,307 | 3,892,162 | 0 | — | -3,892,162 |
| EURONET WORLDWIDE INC(EEFT) | 51,500 | 0 | -51,500 | 3,919,665 | 0 | — | -3,919,665 |
| GFL ENVIRONMENTAL INC(GFL) | 297,920 | 204,000 | -93,920 | 12,795,664 | 8,510,880 | 13.10% | -4,284,784 |
| API GROUP CORP(APG) | 446,000 | 176,000 | -270,000 | 17,063,960 | 7,131,520 | 10.98% | -9,932,440 |