Adam Wyden - ADW Capital Management 13F Activity & Position Changes (Q1 2021)

As of Mar 31, 2021, the ADW Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2021. 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 Q1 2021, the filing reported:

New Buys - PLBY Group, Inc.

Increases - None reported

Reductions - APi Group Corporation, GFL Environmental Inc. Subordin, PAR Technology Corporation, RCI Hospitality Holdings, Inc.

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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2021	APG APi Group Corporation	APi Group Corporation	Sell	-12,900	-0.4%	$68.08K	3,292,200
Q1 2021	GFL GFL Environmental Inc. Subordin	GFL Environmental Inc. Subordin	Sell	-217,000	-14.3%	$45.44K	1,300,000
Q1 2021	PAR PAR Technology Corporation	PAR Technology Corporation	Sell	-265,830	-12.7%	$119.99K	1,834,370
Q1 2021	PLBY PLBY Group, Inc.	PLBY Group, Inc.	Buy - Position Entry	+900,000	-	$17.63K	900,000
Q1 2021	RICK RCI Hospitality Holdings, Inc.	RCI Hospitality Holdings, Inc.	Sell	-12,700	-1.4%	$57.21K	899,700