Adam Wyden's Portfolio Snapshot: Top Holdings Analysis for Q1 2026
Adam Wyden's portfolio as of March 31, 2026, shows significant growth in holdings like DRIVEN BRANDS and API GROUP, with a major increase in shares for APG.
As of March 31, 2026, Adam Wyden's portfolio at ADW Capital Management totals approximately $229 million. His top holdings reflect a strategic focus on growth stocks, with several positions showing substantial increases from the previous period.
DRIVEN BRANDS HLDGS INC (DRVN) stands as the largest position, representing 22.02% of the portfolio. Wyden acquired 4 million shares during this period, a 100% increase from the prior period.
Consumer Cyclical sector also features STAGWELL INC (STGW) at 13.73% allocation, where Wyden quintupled his position by adding 5 million shares.
In the Industrials sector, API GROUP CORP (APG) holds the highest allocation at 26.22%. This position saw the most significant percentage increase, with a 48.21% growth in shares during the period.
Other notable holdings include COMPASS DIVERSIFIED (CODI) at 12.87% allocation, where Wyden also increased his stake by 100%. TIC SOLUTIONS INC (TIC) and KELLY SVCS INC (KELYA) round out the top holdings, though their allocations are relatively small at 3.17% and 0.12% respectively.
For detailed insights into Adam Wyden's investment strategy and performance, visit his profile. You can explore each stock's performance and filings by visiting their respective pages on InsiderSet.