Driven Brands Holdings Inc (DRVN) took the top spot in Adam Wyden's ADW Capital Management portfolio in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 5M shares worth about $69.7M at June 30, 2026, 25.45% of the reported portfolio. DRVN ranked 2nd a quarter earlier, at 22.02% of the book.
What did the 2026 Q2 filing report for DRVN?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 25.45% |
| Shares | 5M |
| Reported value | $69.7M |
| Rank in portfolio | 1st of 8 |
| Rank a quarter earlier | 2nd |
| Largest holding a quarter earlier | APG at 26.22% |
| Next largest holding now | APG at 22.91% |
How did DRVN become the largest holding?
Adam Wyden added 25% to the DRVN share count in 2026 Q2. APG, the largest holding a quarter earlier at 26.22%, slipped to 22.91%, now 2nd. The next largest holding now is APG at 22.91%.
Where does DRVN sit in the Adam Wyden portfolio?
DRVN is the largest of 8 stock positions in the Adam Wyden portfolio at 25.45%, above the fund's average stock position of 12%. The DRVN addition was the largest of the quarter's 4 position changes by percent change to portfolio. 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 DRVN?
Adam Wyden first reported DRVN in the quarter ended March 31, 2026. Every reported trade is on the Adam Wyden DRVN trade history page.
FAQ
What is the largest holding in the Adam Wyden portfolio?
DRVN is the largest holding in the Adam Wyden portfolio as of 2026 Q2, at 25.45% of the reported value.
What was the largest holding of Adam Wyden a quarter earlier?
APG, at 26.22% of the book. APG, the largest holding a quarter earlier at 26.22%, slipped to 22.91%, now 2nd.
How did DRVN become the largest holding of Adam Wyden?
DRVN ranked 2nd a quarter earlier, at 22.02% of the book. Adam Wyden added 25% to the DRVN share count in 2026 Q2. APG, the largest holding a quarter earlier at 26.22%, slipped to 22.91%, now 2nd.
How many DRVN shares does Adam Wyden hold?
Adam Wyden holds 5M shares of DRVN, worth about $69.7M at June 30, 2026 prices.