Norwood Investment Partners, LP

CIK 0001888610 · Q2 2026

13F Equity AUM

$72.4M

+11.5% QoQ

Positions

-1 QoQ

AUM Rank

#8,161

Top 93%

Skill Alpha (FF)

-14.2%/yr^ns

No Clear Edge

Rank #8,179 · Top 98%

vs S&P -16.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 59.2%Top 10: 87.1%Top 20: 100.0%

GFL15.2%

CTRI12.6%

TFII11.4%

DRVN10.3%

APG9.7%

MGNI6.2%

DSGR5.9%

DSP5.9%

PRTH5.0%

FLYW5.0%

Others (4)12.9%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Industrials42.2%

Technology24.0%

Utilities12.6%

Consumer Cyclical10.3%

Communication Services6.2%

Real Estate2.8%

Other2.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 14Median: 5.87%Avg: 7.14%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

2(4.7%)

3–5%

4(18.2%)

5%+

8(77.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 14vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New2Increased3Decreased8Exited3

New Positions

BMI4.7%

+23K

SNDA2.0%

+35K

Increased

CTRI12.6%

+194K(+180%)

DSP5.9%

+115K(+52%)

GFL15.2%

+96K(+47%)

Decreased

FLYW5.0%

-184,000(-47%)

DRVN10.3%

-94,187(-15%)

MGNI6.2%

-50,000(-18%)

PRTH5.0%

-14,016(-3%)

FSV2.8%

-13,319(-49%)

APG9.7%

-11,000(-6%)

KSPI3.5%

-7,116(-20%)

TFII11.4%

-6,295(-10%)

Exited

AMRZ

-92,438

VRRM

-167,000

TTAM

-10,223

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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