ADW Capital Management, LLC — 13F holdings

ADW Capital Management, LLC reported 11 holdings worth $467M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CODI COMPASS DIVERSIFIED — $155M (33.1%)
2. DRVN DRIVEN BRANDS HLDGS INC — $110M (23.6%)
3. STGW STAGWELL INC — $75.1M (16.1%)
4. APG API GROUP CORP — $62.8M (13.4%)
5. GFL GFL ENVIRONMENTAL INC — $37.2M (8.0%)
6. TIC TIC SOLUTIONS INC — $16.2M (3.5%)
7. PAR PAR TECHNOLOGY CORP — $10.6M (2.3%)
8. KELYA KELLY SVCS INC — $368K (0.1%)