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
2021 Q4 (3 results)
RICK
RCI HOSPITALITY HLDGS INC
+5.48%
+49,300
+1.27%
$77.88
68.21% $24.76
24.38%
PAR
PAR TECHNOLOGY CORP
+0.39%
+7,974
+0.14%
$52.77
74.83% $13.28
35.51%
FATBB
FAT BRANDS INC-CL B
-100.00%
-65,298
-0.19%
$8.82
-
0.00%
2021 Q3 (6 results)
FATBB
FAT BRANDS INC-CL B
buy
+65,298
+0.20%
$8.82
-
0.00%
PAR
PAR TECHNOLOGY CORP
-0.90%
-18,360
-0.39%
$61.51
78.41% $13.28
43.11%
PLBY
PLBY GROUP INC
-5.00%
-20,000
-0.16%
$23.57
94.44% $1.31
3.09%
APG
API GROUP CORP
-7.58%
-249,500
-1.75%
$20.35
107.37% $42.20
21.36%
FAT
FAT BRANDS INC CL-A
-20.54%
-151,823
-0.49%
$9.33
-
1.89%
GFL
GFL ENVIRONMENTAL INC
-45.46%
-591,000
-7.57%
$37.15
6.06% $34.90
9.09%
2021 Q2 (3 results)
PAR
PAR TECHNOLOGY CORP
+11.75%
+215,630
+4.44%
$69.94
81.01% $13.28
42.22%
APG
API GROUP CORP
+0.01%
+300
+0.00%
$20.89
102.01% $42.20
20.26%
PLBY
PLBY GROUP INC
-55.56%
-500,000
-5.73%
$38.89
96.63% $1.31
4.58%
2021 Q1 (6 results)
PLBY
PLBY GROUP INC
buy
+900,000
+5.62%
$19.59
93.31% $1.31
5.62%
APG
API GROUP CORP
-0.39%
-12,900
-0.08%
$20.68
104.06% $42.20
21.69%
RICK
RCI HOSPITALITY HLDGS INC
-1.39%
-12,700
-0.26%
$63.59
61.06% $24.76
18.22%
PAR
PAR TECHNOLOGY CORP
-12.66%
-265,830
-5.54%
$65.41
79.70% $13.28
38.22%
GFL
GFL ENVIRONMENTAL INC
-14.30%
-217,000
-2.42%
$34.95
0.14% $34.90
14.47%
MCAC
MOUNTAIN CREST ACQUISITION CORP
-100.00%
-500,000
-1.67%
$10.51
-
0.00%
2020 Q4 (5 results)
MCAC
MOUNTAIN CREST ACQUISITION CORP
buy
+500,000
+1.87%
$10.51
-
0.00%
FAT
FAT BRANDS INC CL-A
buy
+739,323
+1.56%
$5.95
-
1.56%
PAR
PAR TECHNOLOGY CORP
+15.08%
+275,200
+6.13%
$62.79
78.85% $13.28
46.80%
GFL
GFL ENVIRONMENTAL INC
+1.47%
+22,000
+0.23%
$29.18
19.60% $34.90
15.71%
APG
API GROUP CORP
-0.79%
-26,300
-0.17%
$18.15
132.51% $42.20
21.29%
2020 Q3 (4 results)
GFL
GFL ENVIRONMENTAL INC
+79.04%
+660,000
+8.17%
$21.26
64.16% $34.90
18.51%
APG
API GROUP CORP
+26.61%
+700,100
+5.80%
$14.23
196.55% $42.20
27.60%
PAR
PAR TECHNOLOGY CORP
+24.15%
+355,000
+8.37%
$40.51
67.22% $13.28
43.05%
RICK
RCI HOSPITALITY HLDGS INC
+0.04%
+400
+0.00%
$20.40
21.37% $24.76
10.84%
2020 Q2 (4 results)
APG
API GROUP CORP
buy
+2,631,300
+30.66%
$12.15
247.33% $42.20
30.66%
GFL
GFL ENVIRONMENTAL INC
buy
+835,000
+15.03%
$18.77
85.93% $34.90
15.03%
PAR
PAR TECHNOLOGY CORP
+1,236.36%
+1,360,000
+39.03%
$29.93
55.63% $13.28
42.19%
RICK
RCI HOSPITALITY HLDGS INC
+419.95%
+736,600
+9.79%
$13.86
78.65% $24.76
12.12%
2020 Q1 (4 results)
RICK
RCI HOSPITALITY HLDGS INC
buy
+175,400
+55.28%
$9.97
148.31% $24.76
55.28%
PAR
PAR TECHNOLOGY CORP
-84.41%
-595,800
-242.23%
$12.86
3.24% $13.28
44.72%
EVI
EVI INDUSTRIES INC
-100.00%
-620,000
-529.87%
$27.04
37.80% $16.82
0.00%
META
META PLATFORMS INC-CLASS A
-100.00%
-117,000
-758.98%
$205.25
185.21% $585.39
0.00%
2019 Q4 (4 results)
META
META PLATFORMS INC-CLASS A
buy
+117,000
+38.44%
$205.25
185.21% $585.39
0.00%
PAR
PAR TECHNOLOGY CORP
-37.15%
-417,200
-20.53%
$30.74
56.80% $13.28
34.73%
EVI
EVI INDUSTRIES INC
-38.37%
-385,961
-16.71%
$27.04
37.80% $16.82
0.00%
SIC
SELECT INTERIOR CONCEPTS INC CL-A
-100.00%
-2,579,000
-53.54%
$12.97
-
0.00%
2019 Q3 (4 results)
EVI
EVI INDUSTRIES INC
+6.81%
+64,098
+2.22%
$31.92
47.31% $16.82
34.81%
SIC
SELECT INTERIOR CONCEPTS INC CL-A
+2.55%
+64,100
+0.90%
$12.97
-
0.00%
PAR
PAR TECHNOLOGY CORP
-25.13%
-377,000
-9.71%
$23.77
44.13% $13.28
28.94%
RACE
FERRARI NV
-100.00%
-225,000
-39.37%
$161.42
117.80% $351.57
0.00%
2019 Q2 (3 results)
RACE
FERRARI NV
buy
+225,000
+25.23%
$161.42
117.80% $351.57
0.00%
EVI
EVI INDUSTRIES INC
+1.83%
+16,938
+0.45%
$38.27
56.05% $16.82
25.04%
PAR
PAR TECHNOLOGY CORP
-7.58%
-123,000
-2.41%
$28.20
52.91% $13.28
29.38%
2019 Q1 (3 results)
SIC
SELECT INTERIOR CONCEPTS INC CL-A
buy
+2,514,900
+29.46%
$12.45
-
29.46%
EVI
EVI INDUSTRIES INC
-23.04%
-276,832
-9.93%
$38.13
55.89% $16.82
33.18%
FCAU
FIAT CHRYSLER AUTOMOBILES N V
-100.00%
-375,000
-5.10%
$14.46
-
0.00%
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.