Adam Wyden – ADW Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the ADW Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Olo Inc. (OLO)
Increases – Acuren (TIC)
Reductions – RCI Hospitality Holdings, Inc. (RICK)
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
ADW Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2020Mar 31, 2020 | META Meta Platforms, Inc. | Sell - Position Exit | -117,000-100.0% |
Q1 2020Mar 31, 2020 | PAR PAR Technology Corporation | Sell | -595,800-84.4% |
Q1 2020Mar 31, 2020 | EVI EVI Industries, Inc. | Sell - Position Exit | -620,000-100.0% |
Q4 2019Dec 31, 2019 | META Meta Platforms, Inc. | Buy - Position Entry | +117,000 |
Q4 2019Dec 31, 2019 | EVI EVI Industries, Inc. | Sell | -385,961-38.4% |
Q4 2019Dec 31, 2019 | PAR PAR Technology Corporation | Sell | -417,200-37.2% |
Q3 2019Sep 30, 2019 | EVI EVI Industries, Inc. | Buy | +64,098+6.8% |
Q3 2019Sep 30, 2019 | RACE Ferrari | Sell - Position Exit | -225,000-100.0% |
Q3 2019Sep 30, 2019 | PAR PAR Technology Corporation | Sell | -377,000-25.1% |
Q2 2019Jun 30, 2019 | RACE Ferrari | Buy - Position Entry | +225,000 |
Q2 2019Jun 30, 2019 | EVI EVI Industries, Inc. | Buy | +16,938+1.8% |
Q2 2019Jun 30, 2019 | PAR PAR Technology Corporation | Sell | -123,000-7.6% |
Q1 2019Mar 31, 2019 | EVI EVI Industries, Inc. | Sell | -276,832-23.0% |
Q4 2018Dec 31, 2018 | PAR PAR Technology Corporation | Buy - Position Entry | +1,623,000 |
Q4 2018Dec 31, 2018 | EVI EVI Industries, Inc. | Buy - Position Entry | +1,201,757 |