Adam Wyden's Top Holdings Analysis: Portfolio Focus on Key Stocks as of March 31, 2026

As of March 31, 2026, Adam Wyden, through his investment firm ADW Capital Management, has built a substantial portfolio with a particular focus on certain sectors and companies. This analysis delves into the top holdings within his portfolio, showcasing the concentration and recent changes in his investment strategy.

Leading the portfolio is API GROUP CORP (APG), commonly known as API GROUP CORP. This Industrials company holds a significant allocation of 26.22% within Wyden's holdings. The position shows a substantial increase, with the number of shares rising by 48.21% compared to the previous period.

DRIVEN BRANDS HLDGS INC (DRVN) is another major holding, representing 22.02% of the portfolio. This Consumer Cyclical stock has seen an unprecedented 100% increase in shares during the prior period, indicating a significant new investment or retention of a large position.

STAGWELL INC (STGW) follows closely with a 13.73% allocation in the Communication Services sector. Similarly, this stock experienced a 100% jump in shares, highlighting another major addition or substantial retention by Adam Wyden.

COMPASS DIVERSIFIED (CODI), an Industrials company, holds a 12.87% allocation. This position also reflects a 100% increase in shares, continuing the theme of significant new investment in these top holdings.

TIC SOLUTIONS INC (TIC) is the fifth largest holding, contributing 3.17% to the portfolio. While the share increase was much smaller, at just 0.35%, this stock still warrants attention for its presence in Wyden's top holdings.

Further diversifying the portfolio is KELLY SVCS INC (KELYA), an Industrials stock with a smaller allocation of 0.12%. This position also saw a 100% increase in shares, showcasing Wyden's tendency towards significant new positions in select companies.

For a complete view of Adam Wyden's investment profile and holdings, you can visit his profile on Insiderset. Detailed information on 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 on Insiderset's investor stock pages.