Driven Brands Holdings Inc (DRVN) is 25.45% of Adam Wyden's ADW Capital Management portfolio as of June 30, 2026, according to the 13F-HR filed with the SEC on August 14, 2026: 5M shares worth about $69.7M, the largest of 8 stock positions. Adam Wyden added 25% to the share count in 2026 Q2.
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 |
| Next largest holding | APG at 22.91% |
| Top three holdings | 62.95% of the book |
| Change this quarter | +25% shares |
How concentrated is Adam Wyden in DRVN?
DRVN at 25.45% is 2 times the average stock position in the Adam Wyden portfolio, which is 12%. The next largest holding is APG at 22.91%. The three largest stocks together are 62.95% of the reported book. A quarter earlier DRVN was 22.02% of the book.
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 share of the Adam Wyden portfolio is DRVN?
DRVN is 25.45% of the Adam Wyden portfolio as of 2026 Q2, the largest of 8 stock positions.
What is the DRVN stake of Adam Wyden worth?
Adam Wyden holds 5M shares of DRVN, worth about $69.7M at June 30, 2026 prices, 25.45% 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 DRVN position in 2026 Q2?
Adam Wyden added 25% to the share count in 2026 Q2.