Adam Wyden - ADW Capital Management Portfolio

Period Date  Jun 30, 2025
Filing Date  Aug 15, 2025
Total Stocks  7
Portfolio Value  $366.30M

Portfolio Overview

Comprehensive analysis of Adam Wyden's investment portfolio

6
Total Holdings
$0.3B
Portfolio Value
Technology
Top Sector
3
Sectors

Investment Strategy Insights

  • Adam Wyden maintains a diversified portfolio across 3 sectors
  • • Top 5 holdings represent 91.7% of the portfolio
  • • Largest position: PAR TECHNOLOGY CORP (PAR) at 49.2%

Trends by sector

Investment Adjustments from Previous Filing

ADW Capital Management Holdings

SymbolPortfolio %Total Value
PAR
PAR TECHNOLOGY CORP
49.19%$180,169,776
APG
API GROUP CORP
14.87%$54,466,368
GFL
GFL ENVIRONMENTAL INC
13.91%$50,964,600
RICK
RCI HOSPITALITY HLDGS INC
9.16%$33,537,290
OLO
OLO INC
4.62%$16,910,000
FAT
FAT BRANDS INC
0.38%$1,398,012