Adam Wyden

Adam Wyden

ADW Capital Management

Value

133.9M

Stocks

5 Stocks (1 new)

Turnover

17.18%

CIK

1745214

Top Holdings

APG(42.36%) GFL(32.40%) PAR(16.18%) TIC(8.31%) SCHL(0.75%)

About Investor

Established investor leading ADW Capital Management, with expertise in fundamental analysis and long-term value creation. Has built a strong track record by focusing on fundamental research and maintaining a consistent investment approach through various market environments.

Investor Philosophy

Specializes in fundamental analysis and long-term value creation through a disciplined investment approach. Emphasizes thorough research, risk management, and identifying opportunities across market cycles. Known for maintaining a consistent strategy while adapting to changing market conditions.

Ticker Put/Call Company Name Industry Value Shares Weighting % Share Change Change in Share % Market Cap
APG - API GROUP CORP Industrials 56.71M 1,482,110 42.36% 482,110 48.21% 19,052M
GFL - GFL ENVIRONMENTAL INC Industrials 43.38M 1,010,000 32.40% 0 - 15,567M
PAR - PAR TECHNOLOGY CORP Information Technology 21.67M 597,229 16.18% 0 - 874M
TIC - TIC SOLUTIONS INC Industrials 11.12M 1,100,000 8.31% 0 - 2,074M
SCHL - SCHOLASTIC CORP Communication Services 1.01M 34,000 0.75% 34,000 New Buy 831M