Adam Wyden - ADW Capital Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the ADW Capital Management portfolio balances reported a total equity value of $229.05M across 8 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight API GROUP CORP (APG) as the single largest position, accounting for 26.2% of total equity value, followed by DRIVEN BRANDS HLDGS INC (DRVN), GFL ENVIRONMENTAL INC (GFL), STAGWELL INC (STGW), and others. Collectively, the top five holdings represent 93.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.