ADW Capital Management, LLC

Est. AUM

$257.30B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	API GROUP CORP	COM STK	$60.06B	1482110	23.34%	SOLE
2	DRIVEN BRANDS HLDGS INC	COM	$50.44B	4000000	19.60%	SOLE
3	GFL ENVIRONMENTAL INC	SUB VTG SHS	$42.14B	1010000	16.38%	SOLE
4	STAGWELL INC	COM CL A	$31.45B	5000000	12.22%	SOLE
5	COMPASS DIVERSIFIED	SH BEN INT	$29.48B	3750000	11.46%	SOLE
6	COMPASS DIVERSIFIEDCALL	SH BEN INT	$13.76B	1750000	5.35%	SOLE
7	PAR TECHNOLOGY CORPPUT	COM	$8.21B	615600	3.19%	SOLE
8	PAR TECHNOLOGY CORP	COM	$7.96B	597229	3.09%	SOLE
9	TIC SOLUTIONS INC	COM	$7.26B	1103800	2.82%	SOLE
10	STAGWELL INCCALL	COM CL A	$6.29B	1000000	2.44%	SOLE
11	KELLY SVCS INC	CL A	$265.5M	30000	0.10%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.