Adam Wyden's Q1 Portfolio Highlights Major Share Increases in Top Holdings
Adam Wyden's portfolio, as of March 31, 2026, shows significant share increases across most holdings, with a focus on Industrials and Consumer Cyclical sectors.
As of March 31, 2026, Adam Wyden's portfolio at ADW Capital Management totals approximately $229 million. Analysis of the top holdings reveals a pattern of substantial share increases during the quarter.
API GROUP CORP (APG) saw its share count increase by 48.21%, representing a significant addition to the portfolio. Similarly, DRIVEN BRANDS HLDGS INC (DRVN), STAGWELL INC (STGW), COMPASS DIVERSIFIED (CODI), and KELLY SVCS INC (KELYA) all experienced 100% increases in their share counts during the quarter.
TIC SOLUTIONS INC (TIC) maintained a minimal change, with only a 0.35% increase in shares, though its overall portfolio allocation remains relatively small at 3.17%.
For more information on Adam Wyden's investment activities, visit InsiderSet. Detailed analysis of each stock, including API GROUP CORP (APG), DRIVEN BRANDS HLDGS INC (DRVN), STAGWELL INC (STGW), COMPASS DIVERSIFIED (CODI), TIC SOLUTIONS INC (TIC), and KELLY SVCS INC (KELYA), is available at their respective pages on InsiderSet.