Norwood Investment Partners, LP

Q1 2026 13F-HR Holdings

Location
Mill Valley, CA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
15
Total value ($000)
$64,963
Net value change ($000)
-23,849 (-26.9%)
New positions
3
Sold out positions
3
Turnover %
26.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TFII 3,645 110.2%
CTRI 3,155 NEW
VRRM 2,386 NEW
DSP 1,278 107.8%
AMRZ 1,187 29.7%
DSGR 774 23.4%
TITAN AMER SA 153 NEW
Top Reduces (Value $000, Stocks/ETFs)
APG -9,932 -58.2%
GFL -4,285 -33.5%
EEFT -3,920 -100.0%
ACVA -3,892 -100.0%
CWAN -3,835 -100.0%
FLYW -3,811 -45.8%
FSV -2,425 -39.0%
MGNI -1,970 -36.8%
KSPI -1,033 -27.7%
PRTH -809 -23.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type