Adam Wyden - ADW Capital Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the ADW Capital Management portfolio balances reported a total equity value of $273.92M across 8 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight DRIVEN BRANDS HLDGS INC (DRVN) as the single largest position, accounting for 25.4% of total equity value, followed by API GROUP CORP (APG), COMPASS DIVERSIFIED (CODI), GFL ENVIRONMENTAL INC (GFL), and others. Collectively, the top five holdings represent 90.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.