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User

Adam Wyden

ADW Capital Management

ADW Capital Management Portfolio 13F

Adam Wyden Holdings Activity

Portfolio value:
$229.05M≈ (+$95M≈)
Previous value:
$133.88M≈
# of changes:
6
New positions:
4
Reported for:
31 Mar 2026 (Q1)
Latest filing date:
15 May 2026
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), (TIC) Acuren Corp (added shares +0.35%) and (KELYA) Kelly Services A Inc (new buy).

What does Adam Wyden invest in?

Adam Wyden's top 5 holdings (by % of portfolio) are (APG) Api GroupCorp (26.22%), (DRVN) Driven Brands Holdings Inc (22.02%), (GFL) Gfl Environmental Holdings Inc (18.40%), (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).

Warning: SEC insider reports detected for ADW Capital Management (real-time trades and ownership disclosures)

2 ownership disclosures as of 2 months ago

* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.