Norwood Investment Partners, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| FLYWIRE CORPORATION(FLYW) | 580,076 | 860,500 | +280,424 | 6,786,889 | 11,651,170 | 10.02% | +4,864,281 |
| CELLEBRITE DI LTD(CLBT) | 0 | 230,671 | +230,671 | 0 | 4,274,334 | 3.68% | +4,274,334 |
| AMRIZE LTD(AMRZ) | 0 | 78,200 | +78,200 | 0 | 3,795,046 | 3.26% | +3,795,046 |
| KASPI KZ JSC(KSPI) | 95,104 | 105,104 | +10,000 | 8,073,379 | 8,584,895 | 7.38% | +511,516 |
| API GROUP CORP(APG) | 370,960 | 556,440 | +185,480 | 18,937,508 | 19,124,843 | 16.45% | +187,335 |
| THRYV HLDGS INC | 575,548 | 592,534 | +16,986 | 6,998,664 | 7,145,960 | 6.15% | +147,296 |
| CLEARWATER ANALYTICS HLDGS I | 702,100 | 853,531 | +151,431 | 15,397,053 | 15,380,629 | 13.23% | -16,424 |
| EURONET WORLDWIDE INC(EEFT) | 60,000 | 68,500 | +8,500 | 6,082,800 | 6,014,985 | 5.17% | -67,815 |
| DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK(DSGR) | 140,700 | 120,700 | -20,000 | 3,865,029 | 3,630,656 | 3.12% | -234,373 |
| TFI INTL INC(TFII) | 35,822 | 32,000 | -3,822 | 3,212,159 | 2,817,920 | 2.42% | -394,239 |
| FIRSTSERVICE CORP NEW | 28,877 | 20,000 | -8,877 | 5,042,502 | 3,809,800 | 3.28% | -1,232,702 |
| MAGNITE INC(MGNI) | 462,000 | 430,000 | -32,000 | 11,143,440 | 9,365,400 | 8.05% | -1,778,040 |
| PAR TECHNOLOGY CORP | 93,000 | 108,000 | +15,000 | 6,451,410 | 4,274,640 | 3.68% | -2,176,770 |
| GFL ENVIRONMENTAL INC(GFL) | 311,864 | 264,800 | -47,064 | 15,736,657 | 12,546,224 | 10.79% | -3,190,433 |
| MERIDIANLINK INC COMMON STOCK | 281,000 | 0 | -281,000 | 4,560,630 | 0 | — | -4,560,630 |
| ALIGHT INC(ALIT) | 1,331,544 | 0 | -1,331,544 | 7,536,539 | 0 | — | -7,536,539 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 778,048 | 239,438 | -538,610 | 13,662,523 | 3,857,346 | 3.32% | -9,805,177 |