Adam Wyden - ADW Capital Management 13F Portfolio Holdings (Q2 2026)
According to the SEC 13F filed on Aug 14, 2026, the ADW Capital Management portfolio is valued at approximately $273.92M across 8 publicly traded holdings as of quarter-end Jun 30, 2026. This profile highlights the top investments led by DRIVEN BRANDS HLDGS INC (DRVN), API GROUP CORP (APG), COMPASS DIVERSIFIED (CODI), GFL ENVIRONMENTAL INC (GFL), and others. Explore insights into portfolio composition, sector allocation, and recent trade activity.
ADW Capital Management's stock portfolio spans 8 holdings across 5 sectors, with a total market value of $273.92M. The Industrials sector represents the largest allocation, while the top holdings account for nearly 100% of the total portfolio value. DRIVEN BRANDS HLDGS INC remains the single largest position at 25.4% of all equity investments.
Complete Holdings
Showing 8 of 8 holdings.
| 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% | $69.70M |
| API GROUP CORP | APG | Industrials | 22.91% | 1,482,110 | - | - | $62.77M |
| COMPASS DIVERSIFIED | CODI | Industrials | 14.59% | 3,750,000 | - | - | $39.98M |
| GFL ENVIRONMENTAL INC | GFL | Industrials | 13.57% | 1,010,000 | - | - | $37.16M |
| STAGWELL INC | STGW | Communication Services | 13.56% | 5,001,000 | +1,000 | +0.02% | $37.16M |
| TIC SOLUTIONS INC | TIC | Other | 5.91% | 2,000,000 | +896,200 | +81.19% | $16.18M |
| PAR TECHNOLOGY CORP | PAR | Technology | 3.88% | 609,429 | +12,200 | +2.04% | $10.62M |
| KELLY SVCS INC | KELYA | Industrials | 0.13% | 30,000 | - | - | $368.40K |
Holdings by Sector
| Sector | Allocation | Value |
|---|---|---|
| Industrials | 51.21% | $140.27M |
| Consumer Cyclical | 25.45% | $69.70M |
| Communication Services | 13.56% | $37.16M |
| Other | 5.91% | $16.18M |
| Technology | 3.88% | $10.62M |
Portfolio insights
According to the SEC 13F filed on Aug 14, 2026, the ADW Capital Management portfolio holds 8 securities valued at $273.92M as of quarter-end Jun 30, 2026. The Industrials sector represents the largest allocation, while the top positions account for a significant portion of the total portfolio weight.