Norwood Investment Partners, LP
MILL VALLEY CA · SEC CIK 0001888610
$7,241.37万2026Q2 申报市值
14持仓数
87.1%前十大占比 · 第一大 15.2%
2 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CTRI 加仓+$586.66万
GFL 加仓+$353.18万
BMI 新建仓+$341.27万
DSP 加仓+$145.88万
SNDA 新建仓+$141.92万
2026Q2 卖出最多 按季末市值估算
AMRZ 清仓-$517.84万
FLYW 减仓-$323.29万
VRRM 清仓-$238.64万
FSV 减仓-$189.28万
DRVN 减仓-$131.30万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GFL | GFL ENVIRONMENTAL INC | $1,103.70万 | 15.24% | 300,000 | 96,000 | 47.1% | $353.18万 | 加仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $913.25万 | 12.61% | 302,000 | 194,000 | 179.6% | $586.66万 | 加仓 |
| TFII | TFI INTL INC | $828.47万 | 11.44% | 57,705 | -6,295 | -9.8% | -$90.38万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $745.53万 | 10.30% | 534,813 | -94,187 | -15.0% | -$131.30万 | 减仓 |
| APG | API GROUP CORP | $698.77万 | 9.65% | 165,000 | -11,000 | -6.2% | -$46.59万 | 减仓 |
| MGNI | MAGNITE INC | $446.03万 | 6.16% | 235,000 | -50,000 | -17.5% | -$94.90万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $425.26万 | 5.87% | 155,488 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC | $424.40万 | 5.86% | 335,233 | 115,233 | 52.4% | $145.88万 | 加仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $361.51万 | 4.99% | 542,000 | -14,016 | -2.5% | -$9.35万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $358.43万 | 4.95% | 204,000 | -184,000 | -47.4% | -$323.29万 | 减仓 |
| BMI | BADGER METER INC | $341.27万 | 4.71% | 23,000 | 23,000 | — | $341.27万 | 新建仓 |
| KSPI | KASPI KZ JSC | $253.86万 | 3.51% | 29,300 | -7,116 | -19.5% | -$61.65万 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $198.95万 | 2.75% | 14,000 | -13,319 | -48.8% | -$189.28万 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $141.92万 | 1.96% | 34,785 | 34,785 | — | $141.92万 | 新建仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -92,438 | -100.0% | -$517.84万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -167,000 | -100.0% | -$238.64万 | 清仓 |
| TTAM | TITAN AMER SA | $0 | 0.00% | 0 | -10,223 | -100.0% | -$15.31万 | 清仓 |