StockDrifts LogoStockDrifts

Adw Capital Management Llc

Portfolio Manager
Adw Capital Management LLC
Performance
-11.32% (2026 Q1)
AUM (13F)
$257.30M
# of Holdings
8
Performance Rank
Allocation (Top 20)
100.01%

Adw Capital Management Llc Holdings Map

Top 8 Adw Capital Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
APG
API GROUP CORP
26.22%1.48M$60.1M
+0.00%(+0)
2025-Q1: 1.07M shares2025-Q2: 1.07M shares2025-Q3: 1.00M shares2025-Q4: 1.48M shares2026-Q1: 1.48M shares
$18.98(+127.81%)
2026-03-31
DRVN
DRIVEN BRANDS HLDGS INC
22.02%4.00M$50.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 4.00M shares
$13.71(-5.21%)
2026-03-31
GFL
GFL ENVIRONMENTAL INC
18.4%1.01M$42.1M
+0.00%(+0)
2025-Q1: 1.01M shares2025-Q2: 1.01M shares2025-Q3: 1.01M shares2025-Q4: 1.01M shares2026-Q1: 1.01M shares
$25.97(+42.80%)
2026-03-31
STGW
STAGWELL INC
13.73%5.00M$31.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 5.00M shares
$5.59(+8.23%)
2026-03-31
CODI
COMPASS DIVERSIFIED
12.87%3.75M$29.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 3.75M shares
$6.33(+89.10%)
2026-03-31
PAR
PAR TECHNOLOGY CORP
3.48%597.2K$8.0M
+0.00%(+0)
2025-Q1: 2.60M shares2025-Q2: 2.60M shares2025-Q3: 597.2K shares2025-Q4: 597.2K shares2026-Q1: 597.2K shares
$40.04(-63.29%)
2026-03-31
TIC
TIC SOLUTIONS INC
3.17%1.10M$7.3M
+0.35%(+3.80K)
2025-Q1: 1.99M shares2025-Q2: 2.61M shares2025-Q3: 1.10M shares2025-Q4: 1.10M shares2026-Q1: 1.10M shares
$11.12(-19.40%)
2026-03-31
KELYA
KELLY SVCS INC
0.12%30.0K$266Knew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 30.0K shares
$8.83(+8.78%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Adw Capital Management Llc, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all