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ADW Capital Management, LLC 13F holdings

Filed 2026-08-14 · ADW Capital Management, LLC · 11 positions · $466.9M

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TickerCompanySharesValue% of portfolio
CODICOMPASS DIVERSIFIED10.8M$114.6M24.5%
DRVNDRIVEN BRANDS HLDGS INC5.0M$69.7M14.9%
APGAPI GROUP CORP1.5M$62.8M13.4%
DRVNDRIVEN BRANDS HLDGS INC2.9M$40.4M8.7%
CODICOMPASS DIVERSIFIED3.8M$40.0M8.6%
STGWSTAGWELL INC5.1M$38.0M8.1%
GFLGFL ENVIRONMENTAL INC1.0M$37.2M8.0%
STGWSTAGWELL INC5.0M$37.2M8.0%
TICTIC SOLUTIONS INC2.0M$16.2M3.5%
PARPAR TECHNOLOGY CORP609.4K$10.6M2.3%
KELYAKELLY SVCS INC30.0K$368,4000.1%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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