ADW Capital Management 2025Q3 Holdings
ADW 资本管理 Adam Wyden 13F portfolio details.
Total market value: $174,934,764; holdings: 7; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | GFL | GFL Environmental, Inc. | $47,853,800 | 1010000 | 27.36% |
| 2 | APG | APi Group Corp. | $34,370,000 | 1000000 | 19.65% |
| 3 | NCR | NCR Corp. | $28,237,500 | 2250000 | 16.14% |
| 4 | RICK | RCI Hospitality Holdings, Inc. | $25,048,710 | 821000 | 14.32% |
| 5 | PAR | PAR Technology Corp. | $23,638,324 | 597229 | 13.51% |
| 6 | TIC | Acuren Corp. | $14,641,000 | 1100000 | 8.37% |
| 7 | FAT | FAT BRANDS INC | $1,145,430 | 587400 | 0.65% |
Sold Positions
- ABCL - AbCellera Biologics, Inc.