Adam Wyden's Portfolio

ADW Capital Management 13F holdings

What is Adam Wyden's portfolio?

ADW Capital Management has disclosed a total of 8 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $229,046,864.

What stocks does Adam Wyden own?

In Adam Wyden's portfolio as of 31 Mar 2026, the top 5 holdings are (APG) API GROUP CORP (26.22%), (DRVN) DRIVEN BRANDS HOLDINGS INC (22.02%), (GFL) GFL ENVIRONMENTAL INC (18.40%), (STGW) STAGWELL INC (13.73%) and (CODI) COMPASS DIVERSIFIED HOLDINGS (12.87%).

To see the historical data of ADW Capital Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see ADW Capital Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $229M+
Period: 2026 Q1
Number of stock: 8
Update: 15 May 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
TIC
ACUREN CORPORATION
3.17%
1,103,800
$6.58
27.36% $8.38
$7,263,004
+0.35% (+3,800)
+0.01%
APG
API GROUP CORP
26.22%
1,482,110
$40.52
3.60% $41.98
$60,055,097
CODI
COMPASS DIVERSIFIED HOLDINGS
12.87%
3,750,000
$7.86
35.50% $10.65
$29,475,000
buy
+12.87%
DRVN
DRIVEN BRANDS HOLDINGS INC
22.02%
4,000,000
$12.61
3.09% $13.00
$50,440,000
buy
+22.02%
GFL
GFL ENVIRONMENTAL INC
18.40%
1,010,000
$41.72
14.88% $35.51
$42,137,200
KELYA
KELLY SERVICES INC -A
0.12%
30,000
$8.85
32.99% $11.77
$265,500
buy
+0.12%
PAR
PAR TECHNOLOGY CORP
3.48%
597,229
$13.33
0.98% $13.46
$7,961,063
STGW
STAGWELL INC
13.73%
5,000,000
$6.29
2.38% $6.44
$31,450,000
buy
+13.73%
8 of 8

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
SCHL
SCHOLASTIC CORP
34,000
-0.44%

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.