Adam Wyden's Quarterly Portfolio Trends: Significant Share Increases Revealed
ADW Capital Management's portfolio saw substantial share increases in key holdings like API GROUP CORP (APG) and DRIVEN BRANDS HLDGS INC (DRVN), while maintaining strong sector diversification.
ADW Capital Management's portfolio, as of March 31, 2026, totals approximately $229 million, showcasing significant shifts in holdings during the quarter.
Among the top holdings, API GROUP CORP (APG) stands out with a 48.21% increase in shares held by Adam Wyden, raising its portfolio allocation to 26.22%. This substantial growth is noteworthy.
DRIVEN BRANDS HLDGS INC (DRVN) also saw a dramatic 100% increase in shares, boosting its allocation to 22.02%. STAGWELL INC (STGW) and COMPASS DIVERSIFIED (CODI) similarly experienced 100% share growth, adding significantly to the portfolio and increasing their allocations to 13.73% and 12.87% respectively.
KELLY SVCS INC (KELYA) also reported a 100% increase in shares, though its allocation remains relatively small at 0.12%. TIC SOLUTIONS INC (TIC) experienced minimal change, with only 0.35% more shares held, maintaining its 3.17% allocation.
For more insights into Adam Wyden's investment strategy, visit his profile on Insiderset: https://www.insiderset.com/investor/adam-wyden-adw-capital-management. Detailed analysis of each stock can be found at:
API GROUP CORP (APG) | DRIVEN BRANDS HLDGS INC (DRVN) | STAGWELL INC (STGW) | COMPASS DIVERSIFIED (CODI) | TIC SOLUTIONS INC (TIC) | KELLY SVCS INC (KELYA)