Adam Wyden's Top Holdings: APG, DRVN, STGW, CODI, and TIC
As of March 31, 2026, Adam Wyden's portfolio, managed by ADW Capital Management, is heavily concentrated in Industrials and Consumer Cyclical stocks, with API GROUP CORP (APG) leading at 26.22% allocation.
As of March 31, 2026, Adam Wyden, through his investment firm ADW Capital Management, holds a substantial portfolio valued at $229.05 million. This analysis focuses on the top holdings that constitute the core of his investment strategy. For a complete view of Adam Wyden's investment profile, you can visit his profile on Insiderset: https://www.insiderset.com/investor/adam-wyden-adw-capital-management.
Leading the portfolio is API GROUP CORP (APG), a player in the Industrials sector. Wyden holds a significant position in APG, owning 1,482,110 shares valued at $60.06 million, representing approximately 26.22% of the total portfolio. This position shows a substantial increase, with shares rising by 482,110 (48.21%) compared to the previous period.
DRIVEN BRANDS HLDGS INC (DRVN) is another major holding, situated in the Consumer Cyclical sector. Wyden's stake in DRVN consists of 4,000,000 shares, valued at $50.44 million and accounting for 22.02% of the portfolio. Notably, this position experienced a 100% increase in shares during the period.
STAGWELL INC (STGW) in the Communication Services sector is the third-largest holding, comprising 5,000,000 shares worth $31.45 million (13.73% allocation). Similar to DRVN, Wyden's stake in STGW also saw a 100% increase in shares.
COMPASS DIVERSIFIED (CODI), operating in the Industrials sector, holds the fourth position with 3,750,000 shares valued at $29.48 million (12.87% allocation). Wyden's investment in CODI also demonstrates a 100% jump in shares.
TIC SOLUTIONS INC (TIC) is the fifth-largest holding by allocation, with 1,103,800 shares valued at $7.26 million (3.17% allocation). While the share count increased slightly by only 0.35%, the total shares added were a modest 3,800. For more information on TIC, you can explore its profile: https://www.insiderset.com/investors/stocks/TIC.
Lastly, KELLY SVCS INC (KELYA), also in the Industrials sector, is included in the top holdings list despite its small allocation of just 0.12%. Wyden holds 30,000 shares valued at $0.27 million. This position saw a remarkable 100% increase in shares during the period.