Adam Wyden - ADW Capital Management Portfolio

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		6
Portfolio Value		$308.20M

Portfolio Overview

Comprehensive analysis of Adam Wyden's investment portfolio

5

Total Holdings

$0.3B

Portfolio Value

Technology

Top Sector

3

Sectors

Investment Strategy Insights

• Adam Wyden maintains a diversified portfolio across 3 sectors
• Top 5 holdings represent 92.8% of the portfolio
• Largest position: PAR TECHNOLOGY CORP (PAR) at 51.7%

Trends by sector

Investment Adjustments from Previous Filing

ADW Capital Management Holdings

Symbol	Company	Portfolio %	Price	Quantity	Change Qty	Change Value	% Change	Total Value
PAR PAR TECHNOLOGY CORP	PAR TECHNOLOGY CORP	51.69%	$61.34	2,597,229	-	-	-	$159,314,027
GFL GFL ENVIRONMENTAL INC	GFL ENVIRONMENTAL INC	15.83%	$48.31	1,010,000	20,000	$966,200	2.02%	$48,793,100
APG API GROUP CORP	API GROUP CORP	12.38%	$35.76	1,066,922	-	-	-	$38,153,131
RICK RCI HOSPITALITY HLDGS INC	RCI HOSPITALITY HLDGS INC	12.35%	$42.94	886,468	-2,000	-$85,880	-0.23%	$38,064,936
FAT FAT BRANDS INC	FAT BRANDS INC	0.55%	$2.88	587,400	-	-	-	$1,691,712