Norwood Investment Partners, LP Portfolio Holdings

Norwood Investment Partners, LP

$112 Million
Q1 2025

Norwood Investment Partners, LP has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Million distributed in 14 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Driven Brands Holdings Inc. with a value of $15.9M, A Pi Group Corp with a value of $15.5M, Alight, Inc. with a value of $14.9M, Gfl Environmental Inc. with a value of $10.6M, and Par Technology Corp with a value of $10.2M.

Examining the 13F form we can see an decrease of $28.3M in the current position value, from $140M to 112M.

Below you can find more details about Norwood Investment Partners, LP portfolio as well as his latest detailed transactions.

Portfolio value $112 Million

Industrials: $47.1 Million

Technology: $46.9 Million

Consumer Cyclical: $15.9 Million

Real Estate: $2.18 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
GFL Gfl Environmental Inc. Industrials	$15.7B	$10.6 Million 9.48% of portfolio	220,000	Q1 2025 New
FERG Ferguson PLC Industrials	$45.6B	$3.36 Million 3.0% of portfolio	21,000	Q1 2025 Reduced 21.35%

Summary

Portfolio
No. of Stocks 14
Current Value $112 Million
Prior Value $140 Million
Filing
Period Q1 2025
Filing Date May 06, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 4 stocks
Additional Purchases 4 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

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Norwood Investment Partners, LP Portfolio Holdings