Adam Wyden - ADW Capital Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on May 15, 2026, the ADW Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 - Acuren

Reductions - None reported

Complete Exits - Scholastic Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2026	CODI D/B/A Compass Diversified Holdi	D/B/A Compass Diversified Holdi	Buy - Position Entry	+3,750,000	-	$29.48M	3,750,000
Q1 2026	DRVN Driven Brands Holdings Inc.	Driven Brands Holdings Inc.	Buy - Position Entry	+4,000,000	-	$50.44M	4,000,000
Q1 2026	KELYA Kelly Services, Inc.	Kelly Services, Inc.	Buy - Position Entry	+30,000	-	$265.50K	30,000
Q1 2026	SCHL Scholastic Corporation	Scholastic Corporation	Sell - Position Exit	-34,000	-100.0%	$0.00	-
Q1 2026	STGW Stagwell Inc.	Stagwell Inc.	Buy - Position Entry	+5,000,000	-	$31.45M	5,000,000
Q1 2026	TIC Acuren	Acuren	Buy	+3,800	+0.3%	$7.26M	1,103,800