Norwood Investment Partners, LP Portfolio Holdings by Sector
Norwood Investment Partners, LP
- $125 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
CWAN ALIT PAR MLNK 4 stocks |
$33,944
27.07% of portfolio
|
  2  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
APG 1 stocks |
$18,937
15.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Waste Management | Industrials
GFL 1 stocks |
$15,736
12.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
DRVN 1 stocks |
$13,662
10.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
MGNI 1 stocks |
$11,143
8.89% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
THRY 1 stocks |
$6,998
5.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
FLYW 1 stocks |
$6,786
5.41% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
EEFT KKS.F 2 stocks |
$6,082
4.85% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
FSV 1 stocks |
$5,042
4.02% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
DSGR 1 stocks |
$3,865
3.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Trucking | Industrials
TFII 1 stocks |
$3,212
2.56% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|