Norwood Investment Partners, LP Diversified Active

Location: Mill Valley, CA

CIK: 0001888610 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $88.81M (100.0% shares, 0.0% debt)

Holdings (15)

APG API GROUP CORP 19.2%

Value $17.06M Shares 446,000 Est. Cost $22.63 Unrealized +63.4%

GFL GFL ENVIRONMENTAL INC 14.4%

Value $12.8M Shares 297,920 Est. Cost $46.22 Unrealized -3.4%

DRVN DRIVEN BRANDS HLDGS INC 9.5%

Value $8.447M Shares 570,000 Est. Cost $15.50 Unrealized -4.0%

FLYW FLYWIRE CORPORATION 9.4%

Value $8.327M Shares 588,083 Est. Cost $15.29 Unrealized -10.5%

FSV FIRSTSERVICE CORP NEW 7.0%

Value $6.221M Shares 40,000 Est. Cost $167.79 Unrealized -3.2%

MGNI MAGNITE INC 6.0%

Value $5.356M Shares 330,000 Est. Cost $14.73 Unrealized +12.7%

AMRZ AMRIZE LTD 4.5%

Value $3.991M Shares 73,800 Est. Cost $50.99 Unrealized +0.1%

EEFT EURONET WORLDWIDE INC 4.4%

Value $3.92M Shares 51,500 Est. Cost $97.92 Unrealized -20.4%

ACVA ACV AUCTIONS INC 4.4%

Value $3.892M Shares 485,307 Est. Cost $8.09 Unrealized 0.0%

CWAN CLEARWATER ANALYTICS HLDGS I 4.3%

Value $3.835M Shares 159,000 Est. Cost $22.52 Unrealized -11.1%

KSPI KASPI KZ JSC 4.2%

Value $3.73M Shares 47,746 Est. Cost $84.58 Unrealized —

PRTH PRIORITY TECHNOLOGY HLDGS IN 3.9%

Value $3.433M Shares 629,869 Est. Cost $6.19 Unrealized 0.0%

TFII TFI INTL INC 3.7%

Value $3.307M Shares 32,000 Est. Cost $110.02 Unrealized -15.4%

DSGR DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK 3.7%

Value $3.306M Shares 120,700 Est. Cost $24.43 Unrealized +15.1%

DSP VIANT TECHNOLOGY INC 1.3%

Value $1.186M Shares 98,511 Est. Cost $9.99 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
APG	API GROUP CORP	446,000	$17.06M	19.2%	$22.63	+63.4%	COM STK	00187Y100
GFL	GFL ENVIRONMENTAL INC	297,920	$12.8M	14.4%	$46.22	-3.4%	SUB VTG SHS	36168Q104
DRVN	DRIVEN BRANDS HLDGS INC	570,000	$8.447M	9.5%	$15.50	-4.0%	COM	26210V102
FLYW	FLYWIRE CORPORATION	588,083	$8.327M	9.4%	$15.29	-10.5%	COM VTG	302492103
FSV	FIRSTSERVICE CORP NEW	40,000	$6.221M	7.0%	$167.79	-3.2%	COM	33767E202
MGNI	MAGNITE INC	330,000	$5.356M	6.0%	$14.73	+12.7%	COM	55955D100
AMRZ	AMRIZE LTD	73,800	$3.991M	4.5%	$50.99	+0.1%	SHS	H2927K103
EEFT	EURONET WORLDWIDE INC	51,500	$3.92M	4.4%	$97.92	-20.4%	COM	298736109
ACVA	ACV AUCTIONS INC	485,307	$3.892M	4.4%	$8.09	0.0%	COM CL A	00091G104
CWAN	CLEARWATER ANALYTICS HLDGS I	159,000	$3.835M	4.3%	$22.52	-11.1%	CL A	185123106
KSPI	KASPI KZ JSC	47,746	$3.73M	4.2%	$84.58	—	SPONSORED ADS	48581R205
PRTH	PRIORITY TECHNOLOGY HLDGS IN	629,869	$3.433M	3.9%	$6.19	0.0%	COM	74275G107
TFII	TFI INTL INC	32,000	$3.307M	3.7%	$110.02	-15.4%	COM	87241L109
DSGR	DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK	120,700	$3.306M	3.7%	$24.43	+15.1%	COM	520776105
DSP	VIANT TECHNOLOGY INC	98,511	$1.186M	1.3%	$9.99	0.0%	COM CL A	92557A101