ADW Capital Management Q1 2026 Portfolio Highlights: Major Purchases and Stable Holdings
Adam Wyden's portfolio analysis for Q1 2026 shows significant increases in positions like API GROUP CORP (APG) and DRIVEN BRANDS HLDGS INC (DRVN), alongside new additions like COMPASS DIVERSIFIED (CODI).
As of March 31, 2026, Adam Wyden's portfolio at ADW Capital Management shows notable shifts in stock holdings, reflecting strategic buying activity across several sectors. The analysis reveals significant increases in positions, new additions, and minimal changes to existing holdings.
Wyden's portfolio saw substantial share increases in several key holdings during the quarter. API GROUP CORP (APG), categorized under Industrials, experienced a 48.21% increase in shares, adding 482,110 shares to reach a total of 1,482,110 shares, now representing 26.22% of the portfolio. Similarly, DRIVEN BRANDS HLDGS INC (DRVN), in the Consumer Cyclical sector, saw its shares increase by 100%, adding 4,000,000 shares to reach 4,000,000 shares, now constituting 22.02% of the portfolio. STAGWELL INC (STGW), part of the Communication Services sector, also added shares by 100%, acquiring 5,000,000 shares to reach a total of 5,000,000 shares, now accounting for 13.73% of the portfolio. COMPASS DIVERSIFIED (CODI), another Industrials stock, added shares by 100%, acquiring 3,750,000 shares to reach a total of 3,750,000 shares, now representing 12.87% of the portfolio.
Additionally, KELLY SVCS INC (KELYA), also in the Industrials sector, saw its shares increase by 100%, adding 30,000 shares to reach a total of 30,000 shares, now holding a small 0.12% allocation. These significant purchases suggest confidence in these sectors and specific companies.
The only stock showing minimal change was TIC SOLUTIONS INC (TIC). Wyden added just 3,800 shares, representing a 0.35% increase in shares, with this stock now holding a 3.17% allocation. No decreases or exits were disclosed for any major holdings during this period.
Overall, the portfolio analysis indicates a strong focus on growth in the Consumer Cyclical, Communication Services, and Industrials sectors, with substantial new share purchases in multiple companies. For more detailed insights into Adam Wyden's investment strategy, visit https://www.insiderset.com/investor/adam-wyden-adw-capital-management. You can explore the specific companies held, such as API GROUP CORP (APG), DRIVEN BRANDS HLDGS INC (DRVN), STAGWELL INC (STGW), COMPASS DIVERSIFIED (CODI), and TIC SOLUTIONS INC (TIC).