Adam Wyden - ADW Capital Management 13F Activity & Position Changes (Q2 2021)
According to the SEC 13F filed on Aug 16, 2021, the ADW Capital Management portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 2021, the filing reported:
New Buys - None reported
Increases - APi Group Corporation, PAR Technology Corporation
Reductions - PLBY Group, 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.