Norwood Investment Partners, LP

CIK 0001888610 · Q1 2026

13F Equity AUM

$65.0M

-26.9% QoQ

Positions

0 QoQ

AUM Rank

#10,561

Top 85%

Skill Alpha (FF)

-14.8%/yr^ns

No Clear Edge

Rank #8,100 · Top 99%

vs S&P -16.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 55.0%Top 10: 84.1%Top 20: 100.0%

GFL13.1%

DRVN12.2%

APG11.0%

TFII10.7%

AMRZ8.0%

FLYW7.0%

DSGR6.3%

FSV5.8%

MGNI5.2%

CTRI4.9%

Others (5)15.9%

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

Sector Allocation

Industrials41.1%

Technology22.6%

Consumer Cyclical12.2%

Basic Materials8.2%

Real Estate5.8%

Communication Services5.2%

Utilities4.9%

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

Position Sizing

Positions: 15Median: 5.84%Avg: 6.67%

0–0.5%

1(0.2%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

5(20.5%)

5%+

9(79.3%)

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

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Portfolio Overlap

Shared: 15Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BlackRock, Inc.

0.4%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

MORGAN STANLEY

0.3%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

BANK OF AMERICA CORP /DE/

0.3%

STATE STREET CORP

0.4%

JPMORGAN CHASE & CO

0.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.4%

FMR LLC

0.3%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased5Decreased7Exited3

New Positions

CTRI4.9%

+108K

VRRM3.7%

+167K

TTAM0.2%

+10K

Increased

DSP3.8%

+121K(+123%)

DRVN12.2%

+59K(+10%)

DSGR6.3%

+35K(+29%)

TFII10.7%

+32K(+100%)

AMRZ8.0%

+19K(+25%)

Decreased

APG11.0%

-270,000(-61%)

FLYW7.0%

-200,083(-34%)

GFL13.1%

-93,920(-32%)

PRTH4.0%

-73,853(-12%)

MGNI5.2%

-45,000(-14%)

FSV5.8%

-12,681(-32%)

KSPI4.2%

-11,330(-24%)

Exited

EEFT

-51,500

ACVA

-485,307

CWAN

-159,000

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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