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Norwood Investment Partners, LP
Norwood Investment Partners, LP is a hedge fund based in Mill Valley, California, operating as a registered investment adviser (SEC CRD #156280, CIK #0001888610). The firm manages pooled investment vehicles and reports assets under management exceeding $160 million as of mid-2025. With about 3 employees, the firm structures its services for institutional investors and pooled funds. Specifics on the founding year are not publicly listed, but SEC filings suggest operations have continued since at least 2022.
Investment Strategy
Norwood Investment Partners, LP primarily invests in public equities, focusing on significant positions in select companies across sectors. The firm practices active management, as evidenced by frequent portfolio updates and a concentrated portfolio, frequently making sizable bets on companies such as API Group Corp, GFL Environmental, and Clearwater Analytics. The portfolio is characterized by a mix of core holdings and opportunistic trades, with a philosophy centered on fundamental analysis and disciplined capital allocation targeting long-term value appreciation for pooled investment vehicles.
Latest 13F Filing Activity
Norwood Investment Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $133M. The fund increased holdings in Clearwater Analytics HLDGS I, Magnite Inc., Kaspi KZ JSC among other positions. Norwood Investment Partners, LP reduced exposure to Alight Inc., Distribution Solutions Group Inc. Common Stock, Euronet Worldwide Inc. among others.
Top Holdings
Equity Positions (15)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A APG | API GROUP CORP | 14.19% | $18.9M | 370,960 | $27.42 | $34.03 | +$3.5M |
G GFL | GFL ENVIRONMENTAL INC | 11.79% | $15.7M | 311,864 | $48.94 | $50.46 | +$5.1M |
C CWAN | CLEARWATER ANALYTICS HLDGS I | 11.53% | $15.4M | 702,100 | $21.93 | $21.93 | +$15.4M |
D DRVN | DRIVEN BRANDS HLDGS INC | 10.24% | $13.7M | 778,048 | $17.14 | $17.56 | -$2.2M |
M MGNI | MAGNITE INC | 8.35% | $11.1M | 462,000 | $24.12 | $24.12 | +$11.1M |
Industry Allocation
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