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Portfolio (Quarterly) Guide ↗

ADW Capital Management, LLC

· CIK 0001745214
13F Portfolio $134M AUM 5 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1 New 1 Added 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 APG API GROUP CORP Industrials 1,482,110.0 $56.7M 42.35% +482K +48.2% $38.26 +8.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 83.1%
Technology 16.2%
Communication Services 0.8%