1y return−9.1%S&P 500 +20.9%
3y return−6.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $82 against $157 in the S&P 500.2
Norwood Investment Partners, LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GFLGfl Environmental Inc | $11.0M | 15.2% | +47.1% |
| CTRICenturi Holdings Inc Com Shs | $9.1M | 12.6% | +179.6% |
| TFIITfi Intl Inc | $8.3M | 11.4% | −9.8% |
| DRVNDriven Brands Hldgs Inc | $7.5M | 10.3% | −15.0% |
| APGApi Group Corp | $7.0M | 9.6% | −6.2% |
| MGNIMagnite Inc | $4.5M | 6.2% | −17.5% |
| DSGRDistribution Solutions Group Inc. Common Stock | $4.3M | 5.9% | |
| DSPViant Technology Inc | $4.2M | 5.9% | +52.4% |
| PRTHPriority Technology Hldgs In | $3.6M | 5.0% | −2.5% |
| FLYWFlywire Corporation | $3.6M | 4.9% | −47.4% |
| BMIBadger Meter Inc | $3.4M | 4.7% | New |
| KSPIKaspi Kz Jsc | $2.5M | 3.5% | −19.5% |
| FSVFirstservice Corp New | $2.0M | 2.7% | −48.8% |
| SNDASonida Senior Living Inc | $1.4M | 2.0% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| APGApi Group Corp | December 31, 2021 | +64.3% | $7.0M |
| TFIITfi Intl Inc | December 31, 2021 | +28.1% | $8.3M |
| PRTHPriority Technology Hldgs In | December 31, 2025 | +22.4% | $3.6M |
| FLYWFlywire Corporation | September 30, 2024 | +7.2% | $3.6M |
| DSPViant Technology Inc | December 31, 2025 | +5.1% | $4.2M |
| CTRICenturi Holdings Inc Com Shs | March 31, 2026 | +3.5% | $9.1M |
| KSPIKaspi Kz Jsc | June 30, 2025 | +2.1% | $2.5M |
| DSGRDistribution Solutions Group Inc. Common Stock | December 31, 2021 | −0.1% | $4.3M |
| FSVFirstservice Corp New | March 31, 2025 | −14.4% | $2.0M |
| DRVNDriven Brands Hldgs Inc | March 31, 2025 | −18.7% | $7.5M |
Sold off last quarter
- Amrize LtdCUSIP H2927K103 was $5.2M
- VRRMVerra Mobility Corp was $2.4M
- Titan Amer SaCUSIP B9151N105 was $153K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.0% | +14.8% |
| March 31, 2026 | −8.1% | −4.6% |
| December 31, 2025 | −1.1% | +2.4% |
| September 30, 2025 | −12.3% | +7.8% |
| June 30, 2025 | +9.7% | +10.5% |
| March 31, 2025 | −17.0% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | −1.4% | +5.4% |
| June 30, 2024 | −10.2% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +19.9% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +10.7% | +8.3% |
| March 31, 2023 | +14.2% | +7.0% |
| December 31, 2022 | +12.1% | +7.1% |
| September 30, 2022 | −10.5% | −5.3% |
| June 30, 2022 | −25.2% | −16.5% |
| March 31, 2022 | −7.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Norwood Investment Partners, LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1888610&type=13F-HR&dateb=&owner=include&count=40CIK 1888610
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1888610/000188861026000003/Filed August 12, 2026 · accession 0001888610-26-000003