Adam Wyden

Net buying

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

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$273.9M (+20%)

Holdings8

Top holdingDriven Brands Hldgs Inc

Below band0

New

Added

Exited

By what price implies: 1 demand a demanding growth rate, 0 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Compass DiversifiedCODICALL	$114.6M	—	1	10,750,000	—	Big new
Driven Brands Hldgs IncDRVN	$69.7M	—	1	5,000,000	25.4%	Big new
Api Group CorpAPG	$62.8M	—	4	1,482,110	22.9%	Core 8q
Driven Brands Hldgs IncDRVNCALL	$40.4M	—	1	2,900,000	—	Big new
Compass DiversifiedCODI	$40.0M	—	1	3,750,000	14.6%	Big new
Stagwell IncSTGWCALL	$38.0M	—	2	5,112,000	—	Big new
Gfl Environmental IncGFL	$37.2M	—	2	1,010,000	13.6%	Core 8q
Stagwell IncSTGW	$37.2M	—	2	5,001,000	13.6%	Big new
Tic Solutions IncTIC	$16.2M	—	2	2,000,000	5.9%	Big new
Par Technology CorpPAR	$10.6M	—	1	609,429	3.9%	—
Kelly Svcs IncKELYA	$368,400	—	3	30,000	0.1%	—

Compass DiversifiedCODICALLBig new
Value$114.6MValuation—Holders1Weight—
Driven Brands Hldgs IncDRVNBig new
Value$69.7MValuation—Holders1Weight25.4%
Api Group CorpAPGCore 8q
Value$62.8MValuation—Holders4Weight22.9%
Driven Brands Hldgs IncDRVNCALLBig new
Value$40.4MValuation—Holders1Weight—
Compass DiversifiedCODIBig new
Value$40.0MValuation—Holders1Weight14.6%
Stagwell IncSTGWCALLBig new
Value$38.0MValuation—Holders2Weight—
Gfl Environmental IncGFLCore 8q
Value$37.2MValuation—Holders2Weight13.6%
Stagwell IncSTGWBig new
Value$37.2MValuation—Holders2Weight13.6%
Tic Solutions IncTICBig new
Value$16.2MValuation—Holders2Weight5.9%
Par Technology CorpPAR—
Value$10.6MValuation—Holders1Weight3.9%
Kelly Svcs IncKELYA—
Value$368,400Valuation—Holders3Weight0.1%

What is a superinvestor

About this investor

Portfolio overview

ADW Capital Management, LLC's most recent 13F filing, for the quarter ended 2026-06-30, reports 8 positions worth $273.9M. The top 5 holdings represent 90% of that value, a concentrated portfolio.

The single largest position is Driven Brands Hldgs Inc at 25.4% of the portfolio, followed by Api Group Corp at 22.9% and Compass Diversified at 14.6%.

Against the prior quarter, Adam Wyden opened 0 new positions, exited 0, added to 4, and trimmed 0.

Across all 8 quarters on file, Api Group Corp has appeared in every filing, as has Gfl Environmental Inc. Api Group Corp currently ranks second 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 2026-06-30 · filed 2026-08-14

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