Adam Wyden - ADW Capital Management Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, ADW Capital Management disclosed 8 stock positions valued at approximately $273.92M as of quarter-end June 30, 2026. The largest holdings include DRIVEN BRANDS HLDGS INC, API GROUP CORP, and COMPASS DIVERSIFIED.
- Report Period
- June 30, 2026
- No. of Stocks
- 8
- Portfolio Value
- $273.92M
Holdings by Sector
ADW Capital Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DRIVEN BRANDS HLDGS INC | DRVN | Consumer Cyclical | 25.45% | 5,000,000 | +1,000,000 | +25.00% | $69,700,000 |
| API GROUP CORP | APG | Industrials | 22.91% | 1,482,110 | - | - | $62,767,359 |
| COMPASS DIVERSIFIED | CODI | Industrials | 14.59% | 3,750,000 | - | - | $39,975,000 |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 13.57% | 1,010,000 | - | - | $37,157,900 |
| STAGWELL INC | STGW | Communication Services | 13.56% | 5,001,000 | +1,000 | +0.02% | $37,157,430 |
| TIC SOLUTIONS INC | TIC | Other | 5.91% | 2,000,000 | +896,200 | +81.19% | $16,180,000 |
| PAR TECHNOLOGY CORP | PAR | Technology | 3.88% | 609,429 | +12,200 | +2.04% | $10,616,253 |
| KELLY SVCS INC | KELYA | Industrials | 0.13% | 30,000 | - | - | $368,400 |
Showing 8 of 8 holdings in the latest reporting period.
ADW Capital Management Options Holdings in Q2 2026
Showing 3 of 3 options positions in the latest reporting period.
Notional value represents the total exposure of the options position.