ADW Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NCR VOYIX CORPORATION | 0 | 2,250,000 | +2,250,000 | 0 | 28,237,500 | 16.14% | +28,237,500 |
| FAT BRANDS INC | 587,400 | 587,400 | 0 | 1,398,012 | 1,145,430 | 0.65% | -252,582 |
| GFL ENVIRONMENTAL INC(GFL) | 1,010,000 | 1,010,000 | 0 | 50,964,600 | 47,853,800 | 27.36% | -3,110,800 |
| RCI HOSPITALITY HLDGS INC | 879,782 | 821,000 | -58,782 | 33,537,290 | 25,048,710 | 14.32% | -8,488,580 |
| ACUREN CORP(TIC) | 2,613,803 | 1,100,000 | -1,513,803 | 28,856,385 | 14,641,000 | 8.37% | -14,215,385 |
| OLO INC | 1,900,000 | 0 | -1,900,000 | 16,910,000 | 0 | — | -16,910,000 |
| API GROUP CORP(APG) | 1,066,922 | 1,000,000 | -66,922 | 54,466,368 | 34,370,000 | 19.65% | -20,096,368 |
| PAR TECHNOLOGY CORP | 2,597,229 | 597,229 | -2,000,000 | 180,169,776 | 23,638,324 | 13.51% | -156,531,452 |