Adam Wyden's ADW Capital Management holds 1.48M shares of Api GroupCorp (APG) worth about $62.8M as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026. The position is 22.91% of the reported portfolio, the 2nd largest of 8 stock positions. Adam Wyden left the share count unchanged from the prior quarter.
What did the 2026 Q2 filing report for APG?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 22.91% |
| Shares | 1.48M |
| Reported value | $62.8M |
| Rank in portfolio | 2nd of 8 |
| Largest holding | DRVN at 25.45% |
| Top three holdings | 62.95% of the book |
| Change this quarter | unchanged |
How concentrated is Adam Wyden in APG?
APG at 22.91% is 1.8 times the average stock position in the Adam Wyden portfolio, which is 12%. The largest holding is DRVN at 25.45%. The three largest stocks together are 62.95% of the reported book. A quarter earlier APG was 26.22% of the book.
Where does APG sit in the Adam Wyden portfolio?
APG ranks 2nd of 8 stock positions in the Adam Wyden portfolio at 22.91%, above the fund's average stock position of 12%. Across the 2026 Q2 portfolio, Adam Wyden reported 8 stock positions, with no position opened or closed. The total portfolio value is about $273.9M, up 20% from the prior quarter.
How long has Adam Wyden held APG?
Adam Wyden first reported APG in the quarter ended June 30, 2020. The weight peaked at 54.05% in 2024 Q2. The share count was unchanged the quarter before. Every reported trade is on the Adam Wyden APG trade history page.
Did other funds buy or sell APG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold APG. One other tracked fund sold out of it. The largest buyer of APG this quarter was Daniel Loeb. The largest sellers were Henry Ellenbogen and Ole Andreas Halvorsen. Every tracked holder of APG is on the APG ownership page.
FAQ
What share of the Adam Wyden portfolio is APG?
APG is 22.91% of the Adam Wyden portfolio as of 2026 Q2, the 2nd largest of 8 stock positions.
What is the APG stake of Adam Wyden worth?
Adam Wyden holds 1.48M shares of APG, worth about $62.8M at June 30, 2026 prices, 22.91% of the reported portfolio.
What are the largest holdings of Adam Wyden?
The largest stock positions of Adam Wyden as of 2026 Q2 are DRVN (25.45%), APG (22.91%) and CODI (14.59%), together 62.95% of the book.
Did Adam Wyden's ADW Capital Management change its APG position in 2026 Q2?
Adam Wyden left the share count unchanged from the prior quarter.