本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
ADW Capital Management, LLC (CIK 1745214) reported $466.9M across 8 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CODI ($154.6M, 33.10%), DRVN ($110.1M, 23.59%), STGW ($75.1M, 16.09%), APG ($62.8M, 13.44%), GFL ($37.2M, 7.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CODI | COMPASS DIVERSIFIED | $154.6M | 33.10% | 14.5M | Added |
| 2 | DRVN | DRIVEN BRANDS HLDGS INC | $110.1M | 23.59% | 7.9M | Added |
| 3 | STGW | STAGWELL INC | $75.1M | 16.09% | 10.1M | Added |
| 4 | APG | API GROUP CORP | $62.8M | 13.44% | 1.5M | Hold |
| 5 | GFL | GFL ENVIRONMENTAL INC | $37.2M | 7.96% | 1.0M | Hold |
| 6 | TIC | TIC SOLUTIONS INC | $16.2M | 3.47% | 2.0M | Added |
| 7 | PAR | PAR TECHNOLOGY CORP | $10.6M | 2.27% | 609,429 | Trimmed |
| 8 | KELYA | KELLY SVCS INC | $368,400 | 0.08% | 30,000 | Hold |
来源：SEC 13F 申报文件 · 截至 2026-06-30