Norwood Investment Partners, LP FSV — FIRSTSERVICE CORP NEW

Ownership history in Norwood Investment Partners, LP  ·  5 quarters on record

AI Ownership Summary

Norwood Investment Partners, LP reported FIRSTSERVICE CORP NEW (FSV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 7.0% in 2025 Q4. The latest visible filing shows FSV at 5.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FSV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Norwood Investment Partners, LP's position in FIRSTSERVICE CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FSV was reported at 5.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSV stock page Norwood Investment Partners, LP fund profile Norwood Investment Partners, LP full holdings
How Norwood Investment Partners, LP held FSV — position size vs. price
% of Fund (quarterly)    FSV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 31.7% +2.2% ❌ 27,319 -12,681 -31.7% 5.84% $3.8M 2026-05-14 $129.63
2025 Q4 ADDED — — — 40,000 +20,000 +100.0% 7.00% $6.2M 2026-02-17 $153.62
2025 Q3 REDUCED 30.7% -17.9% ✅ 20,000 -8,877 -30.7% 3.28% $3.8M 2025-11-12 $155.39
2025 Q2 ADDED — — — 28,877 +15,737 +119.8% 3.78% $5.0M 2025-08-12 $193.70
2025 Q1 INITIATED — — — 13,140 — — 1.95% $2.2M 2025-05-06 $171.37

🏢 Other funds also holding FSV

As of 2026 Q2 — sorted by position size

JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 3.3% Baskin Financial Services Inc. 3Y 7Y 2.75% JCIC Asset Management Inc. 3Y 7Y 0.76% FENIMORE ASSET MANAGEMENT INC 3Y 7Y 0.36% ARS Wealth Advisors Group, LLC 3Y 0.18% Harbour Capital Advisors, LLC 3Y 7Y 0.09% THOMPSON INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.08% Hilltop National Bank 0.06% Canoe Financial LP 3Y 0.04% PensionDanmark Pensionsforsikringsaktieselskab 0.03%

FAQ About Norwood Investment Partners, LP and FSV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Norwood Investment Partners, LP reported owning FSV?

Norwood Investment Partners, LP reported FSV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported FSV position in Norwood Investment Partners, LP's portfolio?

The largest reported portfolio weight for FSV was 7.00% in 2025 Q4.

What is the latest reported FSV position on this page?

The most recent filing on this page is 2026 Q1, when Norwood Investment Partners, LP reported 27,319 shares, equal to 5.84% of portfolio, with an estimated market value of $3.8M.

What does the chart on this FSV ownership page compare?

The chart compares Norwood Investment Partners, LP's quarterly FSV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Norwood Investment Partners, LP time their FSV position?

Based on 13F filing dates vs. subsequent FSV price moves, Norwood Investment Partners, LP correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on FSV relative to SPY over the holding period was -43.5%.

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