ADW Capital Management, LLC reported 11 holdings worth US$467M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
ADW Capital Management, LLC reported 11 holdings worth US$467M as of Jun 30, 2026. Largest: Driven Brands Holdings Inc., Api Group Corporation and D/b/a Compass Diversified Holdings Shares Of Beneficial Interest. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$467M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Driven Brands Holdings Inc. | 5M | US$69.7M | 14.9% |
| Api Group Corporation | 1.48M | US$62.8M | 13.4% |
| D/b/a Compass Diversified Holdings Shares Of Beneficial Interest | 3.75M | US$40M | 8.6% |
| Gfl Environmental Inc | 1.01M | US$37.2M | 8.0% |
| Stagwell Inc. | 5M | US$37.2M | 8.0% |
| Tic Solutions, Inc. | 2M | US$16.2M | 3.5% |
| Par Technology Corporation | 609K | US$10.6M | 2.3% |
| Kelly Services, Inc. | 30,000 | US$368K | 0.08% |