Adam Wyden – ADW Capital Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the ADW Capital Management portfolio balances reported a total equity value of $366.30M across 7 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 15, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight PAR TECHNOLOGY CORP (PAR) as the single largest position, accounting for 49.2% of total equity value, followed by API GROUP CORP (APG), GFL ENVIRONMENTAL INC (GFL), RCI HOSPITALITY HLDGS INC (RICK), and others. Collectively, the top five holdings represent 95.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.