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

According to the SEC 13F filed on May 14, 2021, the ADW Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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