ADW Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC ADW Capital Management, LLC | Institutional Filer | ▲ 59.89% | $214.1M | 7 |
Current Portfolio Holdings
Showing all 7 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | APG | APi Group Corporation | Industrials | 1.5M | $60.1M | 28.05% |
| 2 | DRVN | Driven Brands Holdings Inc. | Consumer Cyclical | 4.0M | $50.4M | 23.56% |
| 3 | GFL | GFL Environmental Inc. | Industrials | 1.0M | $42.1M | 19.68% |
| 4 | STGW | Stagwell Inc. | Communication Services | 6.0M | $37.7M | 17.63% |
| 5 | PAR | PAR Technology Corporation | Technology | 1.2M | $16.2M | 7.55% |
| 6 | TIC | TIC Solutions, Inc. | Industrials | 1.1M | $7.3M | 3.39% |
| 7 | KELYA | Kelly Services, Inc. | Industrials | 30K | $266K | 0.12% |
Showing 1 to 7 of 7 holdings