ADW Capital Management, LLC 13F holdings
ADW Capital Management, LLC reported 8 positions with a total reported value of $273.9M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: DRVN DRIVEN BRANDS HLDGS INC (25.4%), APG API GROUP CORP (22.9%), CODI COMPASS DIVERSIFIED (14.6%), GFL GFL ENVIRONMENTAL INC (13.6%), STGW STAGWELL INC (13.6%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
8 largest of 8 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| DRVN DRIVEN BRANDS HLDGS INC | 5,000,000 | $69.7M | 25.4% |
| APG API GROUP CORP | 1,482,110 | $62.8M | 22.9% |
| CODI COMPASS DIVERSIFIED | 3,750,000 | $40.0M | 14.6% |
| GFL GFL ENVIRONMENTAL INC | 1,010,000 | $37.2M | 13.6% |
| STGW STAGWELL INC | 5,001,000 | $37.2M | 13.6% |
| TIC TIC SOLUTIONS INC | 2,000,000 | $16.2M | 5.9% |
| PAR PAR TECHNOLOGY CORP | 609,429 | $10.6M | 3.9% |
| KELLY SVCS INC | 30,000 | $368.4K | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| DRVN DRIVEN BRANDS HLDGS INC | 4,000,000 | 5,000,000 | +25.0% | $69.7M |
| TIC TIC SOLUTIONS INC | 1,103,800 | 2,000,000 | +81.2% | $16.2M |
| PAR PAR TECHNOLOGY CORP | 597,229 | 609,429 | +2.0% | $10.6M |
| STGW STAGWELL INC | 5,000,000 | 5,001,000 | +0.0% | $37.2M |
Decreases
No position was decreased.
CIK 1745214 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
