ADW Capital Management, LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$257.3M
Holdings
8
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$APG
API GROUP CORP
Q4 2025: Exited (was 1.00M shares)
23.3%
02
$DRVN
DRIVEN BRANDS HLDGS INC
Held since at least Q1 2024
19.6%
03
$CODI
COMPASS DIVERSIFIED
Held since at least Q1 2024
16.8%
04
$GFL
GFL ENVIRONMENTAL INC
Q4 2025: Exited (was 1.01M shares)
16.4%
05
$STGW
STAGWELL INC
Held since at least Q1 2024
14.7%
06
$PAR
PAR TECHNOLOGY CORP
Q4 2025: Exited (was 597.2k shares)
6.3%
07
$TIC
TIC SOLUTIONS INC
Q4 2025: Exited (was 1.10M shares)
2.8%
08
$KELYA
KELLY SVCS INC
Held since at least Q1 2024
0.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.