Norwood Investment Partners, LP GFL — GFL ENVIRONMENTAL INC

Ownership history in Norwood Investment Partners, LP  ·  13 quarters on record

AI Ownership Summary

Norwood Investment Partners, LP reported GFL ENVIRONMENTAL INC (GFL) in 13 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 15.24% in 2026 Q2. The latest visible filing shows GFL at 15.24% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GFL 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 GFL ENVIRONMENTAL INC, 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 Q2

GFL was reported at 15.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.24% in 2026 Q2

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 Q2

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.

GFL stock page Norwood Investment Partners, LP fund profile Norwood Investment Partners, LP full holdings
How Norwood Investment Partners, LP held GFL — position size vs. price
% of Fund (quarterly)    GFL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 300,000 +96,000 +47.1% 15.24% $11.0M 2026-08-12 $40.87
2026 Q1 REDUCED 31.5% -11.7% ✅ 204,000 -93,920 -31.5% 13.10% $8.5M 2026-05-14 $37.15
2025 Q4 ADDED — — — 297,920 +33,120 +12.5% 14.41% $12.8M 2026-02-17 $43.26
2025 Q3 REDUCED 15.1% -7.5% ✅ 264,800 -47,064 -15.1% 10.79% $12.5M 2025-11-12 $43.66
2025 Q2 ADDED — — — 311,864 +91,864 +41.8% 11.79% $15.7M 2025-08-12 $50.43
2025 Q1 REDUCED 66.0% +4.5% ❌ 220,000 -426,895 -66.0% 9.48% $10.6M 2025-05-06 $50.97
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GFL

As of 2026 Q2 — sorted by position size

BC Partners PE LP 21.77% One68 Global Capital, LLC 3Y 7Y 9.49% ADW Capital Management, LLC 3Y 7Y 7.96% HALLSTATT ADVISORS L.P. 6.9% ONTARIO TEACHERS PENSION PLAN BOARD 3Y 7Y 5.23% Verbena Value LP 4.93% Bayberry Capital Partners LP 3Y 4.25% DENDUR CAPITAL LP 3Y 3.82% MAVERICK CAPITAL LTD 3Y 7Y 3.31% Clarkston Capital Partners, LLC 3Y 7Y 2.73%

FAQ About Norwood Investment Partners, LP and GFL

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 GFL?

Norwood Investment Partners, LP reported GFL across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

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

The largest reported portfolio weight for GFL was 15.24% in 2026 Q2.

What is the latest reported GFL position on this page?

The most recent filing on this page is 2026 Q2, when Norwood Investment Partners, LP reported 300,000 shares, equal to 15.24% of portfolio, with an estimated market value of $11.0M.

What does the chart on this GFL ownership page compare?

The chart compares Norwood Investment Partners, LP's quarterly GFL 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 GFL position?

Based on 13F filing dates vs. subsequent GFL price moves, Norwood Investment Partners, LP correctly timed 5 out of 12 reported position changes (42%). The annualised alpha on GFL relative to SPY over the holding period was +106.6%.

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