Norwood Investment Partners, LP
MILL VALLEY CA · SEC CIK 0001888610
$6,496.26万2026Q1 申报市值
15持仓数
84.1%前十大占比 · 第一大 13.1%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TFII 加仓+$347.62万
CTRI 新建仓+$315.47万
VRRM 新建仓+$238.64万
DSP 加仓+$136.07万
AMRZ 加仓+$104.41万
2026Q1 卖出最多 按季末市值估算
APG 减仓-$1,094.04万
EEFT 清仓-$391.97万
GFL 减仓-$391.83万
ACV AUCTIONS INC 清仓-$389.22万
CLEARWATER ANALY 清仓-$383.51万
2026Q1 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 | $851.09万 | 13.10% | 204,000 | -93,920 | -31.5% | -$391.83万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $793.17万 | 12.21% | 629,000 | 59,000 | 10.4% | $74.40万 | 加仓 |
| APG | API GROUP CORP | $713.15万 | 10.98% | 176,000 | -270,000 | -60.5% | -$1,094.04万 | 减仓 |
| TFII | TFI INTL INC | $695.23万 | 10.70% | 64,000 | 32,000 | 100.0% | $347.62万 | 加仓 |
| AMRZ | AMRIZE LTD | $517.84万 | 7.97% | 92,438 | 18,638 | 25.3% | $104.41万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $451.63万 | 6.95% | 388,000 | -200,083 | -34.0% | -$232.90万 | 减仓 |
| DSGR | DISTRIBUTION SOLUTIONS GROUP INC. COMMON STOCK | $408.00万 | 6.28% | 155,488 | 34,788 | 28.8% | $91.28万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $379.57万 | 5.84% | 27,319 | -12,681 | -31.7% | -$176.19万 | 减仓 |
| MGNI | MAGNITE INC | $338.58万 | 5.21% | 285,000 | -45,000 | -13.6% | -$53.46万 | 减仓 |
| CTRI | CENTURI HOLDINGS INC COM SHS | $315.47万 | 4.86% | 108,000 | 108,000 | — | $315.47万 | 新建仓 |
| KSPI | KASPI KZ JSC | $269.73万 | 4.15% | 36,416 | -11,330 | -23.7% | -$83.92万 | 减仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $262.44万 | 4.04% | 556,016 | -73,853 | -11.7% | -$34.86万 | 减仓 |
| DSP | VIANT TECHNOLOGY INC | $246.40万 | 3.79% | 220,000 | 121,489 | 123.3% | $136.07万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $238.64万 | 3.67% | 167,000 | 167,000 | — | $238.64万 | 新建仓 |
| TTAM | TITAN AMER SA | $15.31万 | 0.24% | 10,223 | 10,223 | — | $15.31万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -51,500 | -100.0% | -$391.97万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -485,307 | -100.0% | -$389.22万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -159,000 | -100.0% | -$383.51万 | 清仓 |