Norwood Investment Partners, LP Diversified Active

Location: MILL VALLEY, CA

CIK: 0001888610 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $64,963 (100.0% shares, 0.0% debt)

Holdings (15)

New Positions (3)

CTRI CENTURI HOLDINGS INC COM SHS 4.9%

Value ($000) $3,155 Shares 108,000 Est. Cost $28.71 Unrealized 0.0%

VRRM VERRA MOBILITY CORP 3.7%

Value ($000) $2,386 Shares 167,000 Est. Cost $20.18 Unrealized 0.0%

TTAM TITAN AMER SA 0.2%

Value ($000) $153 Shares 10,223 Est. Cost $17.89 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CTRI	CENTURI HOLDINGS INC COM SHS	108,000	$3,155	4.9%	$28.71	0.0%	Common	155923105
VRRM	VERRA MOBILITY CORP	167,000	$2,386	3.7%	$20.18	0.0%	CL A COM STK	92511U102
TTAM	TITAN AMER SA	10,223	$153	0.2%	$17.89	0.0%	COMMON SHARES	B9151N105

Increased Positions (5)

TFII TFI INTL INC 10.7%

Value ($000) $6,952 (+110.2%) Shares 64,000 (+100.0%) Est. Cost $112.03 Unrealized +1.8%

DSP VIANT TECHNOLOGY INC 3.8%

Value ($000) $2,464 (+107.7%) Shares 220,000 (+123.3%) Est. Cost $10.59 Unrealized +4.6%

AMRZ AMRIZE LTD 8.0%

Value ($000) $5,178 (+29.7%) Shares 92,438 (+25.3%) Est. Cost $52.23 Unrealized +9.3%

DSGR DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK 6.3%

Value ($000) $4,080 (+23.4%) Shares 155,488 (+28.8%) Est. Cost $25.61 Unrealized +16.0%

DRVN DRIVEN BRANDS HLDGS INC 12.2%

Value ($000) $7,932 (-6.1%) Shares 629,000 (+10.4%) Est. Cost $15.53 Unrealized +1.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TFII	TFI INTL INC	64,000 (+100.0%)	$6,952 (+110.2%)	10.7%	$112.03	+1.8%	COM	87241L109
DSP	VIANT TECHNOLOGY INC	220,000 (+123.3%)	$2,464 (+107.7%)	3.8%	$10.59	+4.6%	COM CL A	92557A101
AMRZ	AMRIZE LTD	92,438 (+25.3%)	$5,178 (+29.7%)	8.0%	$52.23	+9.3%	SHS	H2927K103
DSGR	DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK	155,488 (+28.8%)	$4,080 (+23.4%)	6.3%	$25.61	+16.0%	COM	520776105
DRVN	DRIVEN BRANDS HLDGS INC	629,000 (+10.4%)	$7,932 (-6.1%)	12.2%	$15.53	+1.9%	COM	26210V102

Exited Positions (3)

EEFT EURONET WORLDWIDE INC 6.0%

Value ($000) $3,920 Shares 51,500 Est. Cost $97.92 Unrealized -25.9%

ACVA ACV AUCTIONS INC 6.0%

Value ($000) $3,892 Shares 485,307 Est. Cost $8.09 Unrealized -5.2%

CWAN CLEARWATER ANALYTICS HLDGS I 5.9%

Value ($000) $3,835 Shares 159,000 Est. Cost $22.52 Unrealized +5.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
EEFT	EURONET WORLDWIDE INC	51,500	$3,920	6.0%	$97.92	-25.9%	—	298736109
ACVA	ACV AUCTIONS INC	485,307	$3,892	6.0%	$8.09	-5.2%	—	00091G104
CWAN	CLEARWATER ANALYTICS HLDGS I	159,000	$3,835	5.9%	$22.52	+5.8%	—	185123106

Decreased Positions (7)

APG API GROUP CORP 11.0%

Value ($000) $7,132 (-58.2%) Shares 176,000 (-60.5%) Est. Cost $22.63 Unrealized +89.2%

GFL GFL ENVIRONMENTAL INC 13.1%

Value ($000) $8,511 (-33.5%) Shares 204,000 (-31.5%) Est. Cost $46.22 Unrealized -7.2%

FLYW FLYWIRE CORPORATION 7.0%

Value ($000) $4,516 (-45.8%) Shares 388,000 (-34.0%) Est. Cost $15.29 Unrealized -17.2%

FSV FIRSTSERVICE CORP NEW 5.8%

Value ($000) $3,796 (-39.0%) Shares 27,319 (-31.7%) Est. Cost $167.79 Unrealized -6.1%

MGNI MAGNITE INC 5.2%

Value ($000) $3,386 (-36.8%) Shares 285,000 (-13.6%) Est. Cost $14.73 Unrealized -6.3%

KSPI KASPI KZ JSC 4.2%

Value ($000) $2,697 (-27.7%) Shares 36,416 (-23.7%) Est. Cost $84.58 Unrealized —

PRTH PRIORITY TECHNOLOGY HLDGS IN 4.0%

Value ($000) $2,624 (-23.5%) Shares 556,016 (-11.7%) Est. Cost $6.19 Unrealized -8.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
APG	API GROUP CORP	176,000 (-60.5%)	$7,132 (-58.2%)	11.0%	$22.63	+89.2%	COM STK	00187Y100
GFL	GFL ENVIRONMENTAL INC	204,000 (-31.5%)	$8,511 (-33.5%)	13.1%	$46.22	-7.2%	SUB VTG SHS	36168Q104
FLYW	FLYWIRE CORPORATION	388,000 (-34.0%)	$4,516 (-45.8%)	7.0%	$15.29	-17.2%	COM VTG	302492103
FSV	FIRSTSERVICE CORP NEW	27,319 (-31.7%)	$3,796 (-39.0%)	5.8%	$167.79	-6.1%	COM	33767E202
MGNI	MAGNITE INC	285,000 (-13.6%)	$3,386 (-36.8%)	5.2%	$14.73	-6.3%	COM	55955D100
KSPI	KASPI KZ JSC	36,416 (-23.7%)	$2,697 (-27.7%)	4.2%	$84.58	—	SPONSORED ADS	48581R205
PRTH	PRIORITY TECHNOLOGY HLDGS IN	556,016 (-11.7%)	$2,624 (-23.5%)	4.0%	$6.19	-8.2%	COM	74275G107