Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ADW Capital Management, LLC (CIK 1745214) reported $257.3M across 5 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: APG ($60.1M, 23.34%), DRVN ($50.4M, 19.60%), CODI ($43.2M, 16.80%), GFL ($42.1M, 16.38%), STGW ($37.7M, 14.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APG | API GROUP CORP | $60.1M | 23.34% | 1.5M | Hold |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | $50.4M | 19.60% | 4.0M | New |
| 3 | CODI | COMPASS DIVERSIFIED | $43.2M | 16.80% | 5.5M | New |
| 4 | GFL | GFL ENVIRONMENTAL INC | $42.1M | 16.38% | 1.0M | Hold |
| 5 | STGW | STAGWELL INC | $37.7M | 14.67% | 6.0M | New |
| 6 | PAR | PAR TECHNOLOGY CORP | $16.2M | 6.28% | 1.2M | Added |
| 7 | TIC | TIC SOLUTIONS INC | $7.3M | 2.82% | 1.1M | Added |
| 8 | KELYA | KELLY SVCS INC | $265,500 | 0.10% | 30,000 | New |
| 9 | SCHL | SCHOLASTIC CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31