Adam Wyden Portfolio Concentration Analysis: Major Holdings and Share Changes

As of March 31, 2026, Adam Wyden's portfolio at ADW Capital Management shows significant concentration in specific sectors and holdings. The total portfolio value stands at approximately $229 million.

The largest holding is API GROUP CORP (APG), representing 26.22% of the portfolio. This position saw an increase of 48.21% in shares during the prior period.

DRIVEN BRANDS HLDGS INC (DRVN) is the second-largest holding at 22.02% allocation. Notably, this position increased by 100% in shares during the prior period.

STAGWELL INC (STGW) holds a 13.73% allocation. This stock also experienced a 100% increase in shares during the prior period.

COMPASS DIVERSIFIED (CODI) makes up 12.87% of the portfolio. This position also saw a 100% increase in shares during the prior period.

TIC SOLUTIONS INC (TIC) is positioned at 3.17% of the portfolio. This holding experienced a minimal change of only 0.35% in shares during the prior period.

KELLY SVCS INC (KELYA) is the smallest individual holding at 0.12% allocation, but it also saw a 100% increase in shares during the prior period.

For more detailed information about Adam Wyden's investment profile, please visit InsiderSet. For specific company information, please visit API GROUP CORP, DRIVEN BRANDS HLDGS INC, STAGWELL INC, COMPASS DIVERSIFIED, TIC SOLUTIONS INC, and KELLY SVCS INC.