ADW Capital Management, LLC: 13F holdings
CIK 17452142026Q2
| Positions | 8 |
|---|
| Reported value | $466.9m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 8 (+0 vs prior quarter) |
|---|
| Reported value | $466.9m (+81.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DRVN DRIVEN BRANDS HLDGS INC | 5,000,000 | $69.7m | 14.9% |
| APG API GROUP CORP | 1,482,110 | $62.8m | 13.4% |
| CODI COMPASS DIVERSIFIED | 3,750,000 | $40.0m | 8.6% |
| GFL GFL ENVIRONMENTAL INC | 1,010,000 | $37.2m | 8.0% |
| STGW STAGWELL INC | 5,001,000 | $37.2m | 8.0% |
| TIC TIC SOLUTIONS INC | 2,000,000 | $16.2m | 3.5% |
| PAR PAR TECHNOLOGY CORP | 609,429 | $10.6m | 2.3% |
| KELYA KELLY SVCS INC | 30,000 | $368,400 | 0.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1745214")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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