Adam Wyden Holdings Activity

ADW Capital Management Portfolio 13F

ADW Capital Management has disclosed a total of 6 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 1, bought 4 totally new and completely sold out 1 position(s).

What stocks is Adam Wyden buying now?

In the recent quarter Adam Wyden has purchased 5 securities: (DRVN) DRIVEN BRANDS HOLDINGS INC (new buy), (STGW) STAGWELL INC (new buy), (CODI) COMPASS DIVERSIFIED HOLDINGS (new buy), (KELYA) KELLY SERVICES INC -A (new buy) and (TIC) ACUREN CORPORATION (added shares +0.35%).

What does Adam Wyden invest in?

Adam Wyden's top 5 holdings (by % of portfolio) are (APG) API GROUP CORP (26.22%), (DRVN) DRIVEN BRANDS HOLDINGS INC (22.02%), (GFL) GFL ENVIRONMENTAL INC (18.4%), (STGW) STAGWELL INC (13.73%) and (CODI) COMPASS DIVERSIFIED HOLDINGS (12.87%).

In the latest report(s) the following changes have been made to the top investments: (DRVN) DRIVEN BRANDS HOLDINGS INC (new buy), (STGW) STAGWELL INC (new buy) and (CODI) COMPASS DIVERSIFIED HOLDINGS (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2026 Q1 (6 results)
DRVN
DRIVEN BRANDS HOLDINGS INC
buy
+4,000,000
+22.02%
$12.61
6.90% $13.48
22.02%
KELYA
KELLY SERVICES INC -A
buy
+30,000
+0.12%
$8.85
35.59% $12.00
0.12%
STGW
STAGWELL INC
buy
+5,000,000
+13.73%
$6.29
1.91% $6.41
13.73%
CODI
COMPASS DIVERSIFIED HOLDINGS
buy
+3,750,000
+12.87%
$7.86
36.26% $10.71
12.87%
TIC
ACUREN CORPORATION
+0.35%
+3,800
+0.01%
$6.58
30.24% $8.57
3.17%
SCHL
SCHOLASTIC CORP
-100.00%
-34,000
-0.44%
$29.63
44.89% $42.93
0.00%
2025 Q4 (5 results)
SCHL
SCHOLASTIC CORP
buy
+34,000
+0.75%
$29.63
44.89% $42.93
0.00%
APG
API GROUP CORP
+48.21%
+482,110
+13.78%
$38.26
10.25% $42.18
42.36%
NCR
NCR CORPORATION
-100.00%
-2,250,000
-21.09%
$12.55
-
0.00%
RICK
RCI HOSPITALITY HLDGS INC
-100.00%
-821,000
-18.71%
$30.51
16.75% $25.40
0.00%
FAT
FAT BRANDS INC CL-A
-100.00%
-587,400
-0.86%
$1.95
-
0.00%
2025 Q3 (6 results)
NCR
NCR CORPORATION
buy
+2,250,000
+16.14%
$12.55
-
0.00%
APG
API GROUP CORP
-6.27%
-66,922
-1.31%
$34.37
22.72% $42.18
19.65%
RICK
RCI HOSPITALITY HLDGS INC
-6.68%
-58,782
-1.03%
$30.51
16.75% $25.40
0.00%
TIC
ACUREN CORPORATION
-57.92%
-1,513,803
-11.52%
$13.31
35.61% $8.57
8.37%
PAR
PAR TECHNOLOGY CORP
-77.01%
-2,000,000
-45.25%
$39.58
65.13% $13.80
13.51%
OLO
OLO INC - CLASS A
-100.00%
-1,900,000
-9.67%
$8.90
-
0.00%
2025 Q2 (3 results)
OLO
OLO INC - CLASS A
buy
+1,900,000
+4.62%
$8.90
-
0.00%
TIC
ACUREN CORPORATION
+31.05%
+619,285
+1.87%
$11.04
22.37% $8.57
7.88%
RICK
RCI HOSPITALITY HLDGS INC
-0.75%
-6,686
-0.07%
$38.12
33.37% $25.40
9.16%
2025 Q1 (3 results)
TIC
ACUREN CORPORATION
buy
+1,994,518
+7.20%
$11.12
22.93% $8.57
7.20%
GFL
GFL ENVIRONMENTAL INC
+2.02%
+20,000
+0.31%
$48.31
26.54% $35.49
15.83%
RICK
RCI HOSPITALITY HLDGS INC
-0.23%
-2,000
-0.03%
$42.94
40.85% $25.40
12.35%
2024 Q4 (3 results)
PAR
PAR TECHNOLOGY CORP
+20.69%
+445,229
+9.94%
$72.67
81.01% $13.80
58.00%
RICK
RCI HOSPITALITY HLDGS INC
-1.20%
-10,746
-0.19%
$57.47
55.80% $25.40
15.69%
APG
API GROUP CORP
-48.28%
-995,983
-11.01%
$35.97
17.26% $42.18
11.79%
2024 Q3 (3 results)
RICK
RCI HOSPITALITY HLDGS INC
-3.53%
-32,878
-0.56%
$44.55
42.99% $25.40
15.25%
PAR
PAR TECHNOLOGY CORP
-6.31%
-144,944
-2.87%
$52.08
73.50% $13.80
42.68%
APG
API GROUP CORP
-65.33%
-3,887,095
-48.87%
$33.02
27.74% $42.18
25.94%
2024 Q2 (2 results)
RICK
RCI HOSPITALITY HLDGS INC
-0.27%
-2,500
-0.03%
$43.56
41.69% $25.40
9.80%
GFL
GFL ENVIRONMENTAL INC
-40.00%
-660,000
-6.20%
$38.93
8.84% $35.49
9.30%
2024 Q1 (1 result)
PAR
PAR TECHNOLOGY CORP
+39.20%
+646,830
+6.47%
$45.36
69.58% $13.80
22.98%
2023 Q4 (1 result)
RICK
RCI HOSPITALITY HLDGS INC
-0.68%
-6,408
-0.11%
$66.26
61.67% $25.40
15.48%
2023 Q3 (2 results)
RICK
RCI HOSPITALITY HLDGS INC
-0.84%
-8,000
-0.15%
$60.66
58.13% $25.40
17.23%
PLBY
PLBY GROUP INC
-100.00%
-410,000
-0.21%
$1.68
20.83% $1.33
0.00%
2023 Q2 (1 result)
APG
API GROUP CORP
+19.00%
+950,000
+7.25%
$27.26
54.73% $42.18
45.38%
2023 Q1 (3 results)
GFL
GFL ENVIRONMENTAL INC
+68.90%
+673,112
+7.62%
$34.44
3.05% $35.49
18.67%
APG
API GROUP CORP
+16.28%
+700,000
+5.17%
$22.48
87.63% $42.18
36.93%
RICK
RCI HOSPITALITY HLDGS INC
+5.56%
+50,000
+1.28%
$78.17
67.51% $25.40
24.37%
2022 Q4 (2 results)
GFL
GFL ENVIRONMENTAL INC
+48.24%
+317,888
+3.87%
$29.23
21.42% $35.49
11.88%
APG
API GROUP CORP
+13.16%
+500,000
+3.91%
$18.81
124.24% $42.18
33.66%
2022 Q3 (1 result)
APG
API GROUP CORP
+22.58%
+700,000
+5.14%
$13.27
217.86% $42.18
27.93%
2022 Q2 (2 results)
RICK
RCI HOSPITALITY HLDGS INC
-5.27%
-50,000
-1.38%
$48.36
47.48% $25.40
24.74%
PAR
PAR TECHNOLOGY CORP
-8.33%
-150,000
-3.20%
$37.49
63.19% $13.80
35.20%
2022 Q1 (5 results)
PLBY
PLBY GROUP INC
+7.89%
+30,000
+0.17%
$13.09
89.84% $1.33
2.36%
APG
API GROUP CORP
+1.87%
+57,000
+0.53%
$21.03
100.57% $42.18
28.68%
FAT
FAT BRANDS INC CL-A
-0.02%
-100
-0.00%
$7.48
-
1.93%
GFL
GFL ENVIRONMENTAL INC
-7.05%
-50,000
-0.72%
$32.54
9.07% $35.49
9.43%
PAR
PAR TECHNOLOGY CORP
-11.74%
-239,500
-4.25%
$40.34
65.79% $13.80
31.94%
49 of 98

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.