Institutions / ADW Capital Management, LLC
ADW Capital Management, LLC
CIK 1745214 · Institutionalso an insider · as of Dec 31, 2025
Portfolio value
$133.88M
Positions
5
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| APi Group Corp | $56.71M | 42.4% |
| Gfl Environmental Inc | $43.38M | 32.4% |
| Par Technology Corp | $21.67M | 16.2% |
| TIC Solutions, Inc. | $11.12M | 8.3% |
| Scholastic Corp | $1.01M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.
Insider transactions
Also files Forms 3 / 4 / 5
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| May 29, 2026 | Sell | CODI Compass Diversified Holdings Call Option (Obligation to Sell) | — | -10K -20.00% | 40,000 0.05% of shares | low |
| May 29, 2026 | Buy | CODI Compass Diversified Holdings Call Option (Right to Buy) | — | +10K +33.33% | 40,000 0.05% of shares | low |
| May 7, 2026 | Sell | CODI Compass Diversified Holdings Call Option (Obligation to Sell) | — | -30K -50.00% | 30,000 0.04% of shares | low |
| May 7, 2026 | Buy | CODI Compass Diversified Holdings Call Option (Right to Buy) | — | +30K | 30,000 0.04% of shares | low |