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The Top 150 BSDs
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.
Institutional Investor • ADW Capital Management
Value
$134M
Stocks
8 Stocks
Turnover
0.0%
Top Holdings
APG(25.66%) DRVN(16.52%) CODI.PB(16.34%) GFL(15.19%) STGW(15.19%)
Investment philosophy details pending verification.
| Ticker | P/C | Company Name | Sector | Market Value | Shares | Weight | Chg Shares | % Chg |
|---|---|---|---|---|---|---|---|---|
| APG | None | APi Group | Industrials | $62.8M | 0 | 25.7% | 0 | No Change |
| DRVN | None | Driven Brands | Consumer Cyclical | $40.4M | 0 | 16.5% | 0 | No Change |
| CODI.PB | None | COMPASS DIVERSIFIED HOLDINGS | General | $40.0M | 0 | 16.3% | 0 | No Change |
| GFL | None | GFL Environmental Inc. | Industrials | $37.2M | 0 | 15.2% | 0 | No Change |
| STGW | None | Stagwell | Communication Services | $37.2M | 0 | 15.2% | 0 | No Change |
| TIC | None | TIC Solutions | Industrials | $16.2M | 0 | 6.6% | 0 | No Change |
| PAR | None | PAR Technology | Information Technology | $10.6M | 0 | 4.3% | 0 | No Change |
| KELYA | None | Kelly Services, Inc. (Class A) | Industrials | $368K | 0 | 0.1% | 0 | No Change |
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent buys. | ||||
| Ticker | Amount | % Chg | Weight | Status |
|---|---|---|---|---|
| No recent sells. | ||||
| Sector | Stocks | Value | Exposure |
|---|---|---|---|
| Industrials | 4 | $116.5M | 47.6% |
| Consumer Cyclical | 1 | $40.4M | 16.5% |
| General | 1 | $40.0M | 16.3% |
| Communication Services | 1 | $37.2M | 15.2% |
| Information Technology | 1 | $10.6M | 4.3% |