Adam Wyden - ADW Capital Management 13F Activity & Position Changes (Q1 2026)
As of Mar 31, 2026, the ADW Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2026, the filing reported:
New Buys - D/B/A Compass Diversified Holdi, Driven Brands Holdings Inc., Kelly Services, Inc., Stagwell Inc.
Increases - APi Group Corporation, Acuren
Reductions - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2026
|
APG
APi Group Corporation
|
Buy |
+482,110
|
|
Q1 2026
|
CODI
D/B/A Compass Diversified Holdi
|
Buy - Position Entry |
+3,750,000
|
|
Q1 2026
|
DRVN
Driven Brands Holdings Inc.
|
Buy - Position Entry |
+4,000,000
|
|
Q1 2026
|
FAT
FAT Brands Inc.
|
Sell - Position Exit |
-587,400
|
|
Q1 2026
|
KELYA
Kelly Services, Inc.
|
Buy - Position Entry |
+30,000
|
|
Q1 2026
|
RICK
RCI Hospitality Holdings, Inc.
|
Sell - Position Exit |
-821,000
|
|
Q1 2026
|
STGW
Stagwell Inc.
|
Buy - Position Entry |
+5,000,000
|
|
Q1 2026
|
TIC
Acuren
|
Buy |
+3,800
|
|
Q1 2026
|
VYX
NCR Voyix Corporation
|
Sell - Position Exit |
-2,250,000
|
|
Q3 2025
|
APG
APi Group Corporation
|
Sell |
-66,922
|
|
Q3 2025
|
OLO
Olo Inc.
|
Sell - Position Exit |
-1,900,000
|
|
Q3 2025
|
PAR
PAR Technology Corporation
|
Sell |
-2,000,000
|
|
Q3 2025
|
RICK
RCI Hospitality Holdings, Inc.
|
Sell |
-58,782
|
|
Q3 2025
|
TIC
Acuren
|
Sell |
-1,513,803
|
|
Q3 2025
|
VYX
NCR Voyix Corporation
|
Buy - Position Entry |
+2,250,000
|