Adam Wyden's Portfolio

ADW Capital Management 13F holdings

What is Adam Wyden's portfolio?

ADW Capital Management has disclosed a total of 5 security holdings in their (2025 Q4) SEC 13F filing(s) with portfolio value of $133,880,917.

What stocks does Adam Wyden own?

In Adam Wyden's portfolio as of 31 Dec 2025, the 5 holdings are (APG) API GROUP CORP (42.36%), (GFL) GFL ENVIRONMENTAL INC (32.40%), (PAR) PAR TECHNOLOGY CORP (16.18%), (TIC) ACUREN CORPORATION (8.31%) and (SCHL) SCHOLASTIC CORP (0.75%).

To see the historical data of ADW Capital Management's portfolio holdings please click on the "2025 Q4" dropdown menu and select the date.

To see ADW Capital Management's original 13F reports (2025 Q4), please click on the "important" button.

Portfolio value: $133M+
Period: 2025 Q4
Number of stock: 5
Update: 17 Feb 2026
TIC
8.31%
1,100,000
$10.11
17.11% $8.38
$11,121,000
APG
42.36%
1,482,110
$38.26
9.72% $41.98
$56,705,529
+48.21% (+482,110)
+13.78%
GFL
32.40%
1,010,000
$42.95
17.32% $35.51
$43,379,500
PAR
16.18%
597,229
$36.28
62.90% $13.46
$21,667,468
SCHL
0.75%
34,000
$29.63
45.66% $43.16
$1,007,420
buy
+0.75%
5 of 5

Completely sold out

RICK
821,000
-18.71%
NCR
2,250,000
-21.09%
FAT
587,400
-0.86%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.