Adam Wyden

Net buying

ADW Capital Management, LLC — managed by Adam Wyden; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$229.0M (+71%)

Holdings8 (+3)

Top holdingApi Group Corp

Below band0

New

Added

Exited

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-03-31):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Api Group CorpAPG	$60.1M	—	6	1,482,110	26.2%	Core 8q
Driven Brands Hldgs IncDRVN	$50.4M	—	1	4,000,000	22.0%	Big new
Gfl Environmental IncGFL	$42.1M	—	2	1,010,000	18.4%	Core 8q
Stagwell IncSTGW	$31.4M	—	2	5,000,000	13.7%	Big new
Compass DiversifiedCODI	$29.5M	—	1	3,750,000	12.9%	Big new
Compass DiversifiedCODICALL	$13.8M	—	1	1,750,000	—	Big new
Par Technology CorpPARPUT	$8.2M	—	1	615,600	—	Big new
Par Technology CorpPAR	$8.0M	—	1	597,229	3.5%	Big new
Tic Solutions IncTIC	$7.3M	—	2	1,103,800	3.2%	Big new
Stagwell IncSTGWCALL	$6.3M	—	2	1,000,000	—	Big new
Kelly Svcs IncKELYA	$265,500	—	2	30,000	0.1%	—

Api Group CorpAPGCore 8q
Value$60.1MValuation—Holders6Weight26.2%
Driven Brands Hldgs IncDRVNBig new
Value$50.4MValuation—Holders1Weight22.0%
Gfl Environmental IncGFLCore 8q
Value$42.1MValuation—Holders2Weight18.4%
Stagwell IncSTGWBig new
Value$31.4MValuation—Holders2Weight13.7%
Compass DiversifiedCODIBig new
Value$29.5MValuation—Holders1Weight12.9%
Compass DiversifiedCODICALLBig new
Value$13.8MValuation—Holders1Weight—
Par Technology CorpPARPUTBig new
Value$8.2MValuation—Holders1Weight—
Par Technology CorpPARBig new
Value$8.0MValuation—Holders1Weight3.5%
Tic Solutions IncTICBig new
Value$7.3MValuation—Holders2Weight3.2%
Stagwell IncSTGWCALLBig new
Value$6.3MValuation—Holders2Weight—
Kelly Svcs IncKELYA—
Value$265,500Valuation—Holders2Weight0.1%

Exited this quarter (1)Scholastic Corp

What is a superinvestor

About this investor

Portfolio overview

ADW Capital Management, LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 8 positions worth $229.0M. The top 5 holdings represent 93% of that value, a concentrated portfolio.

The single largest position is Api Group Corp at 26.2% of the portfolio, followed by Driven Brands Hldgs Inc at 22.0% and Gfl Environmental Inc at 18.4%.

Against the prior quarter, Adam Wyden opened 4 new positions, exited 1, added to 1, and trimmed 0. The largest new buy was Driven Brands Hldgs Inc. The most notable sale was the full exit from Scholastic Corp.

Across all 8 quarters on file, Api Group Corp has appeared in every filing, as has Gfl Environmental Inc. Api Group Corp currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Adam Wyden has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-15

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