Adam Wyden's portfolio
Concentrated global value with a focus on special situations and mispriced small-caps.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
- Compass Diversified HoldingsCODI$155M
- Driven BrandsDRVN$110M
- StagwellSTGW$75M
- AcurenTIC$16M
Trimmed
- PARPAR$11M
Sold out
None this quarter.
Holdings
8 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| Compass Diversified HoldingsCODI | 33.10% | $155M | 14,500,000 | Added |
| Driven BrandsDRVN | 23.59% | $110M | 7,900,000 | Added |
| StagwellSTGW | 16.09% | $75M | 10,113,000 | Added |
| Api GroupAPG | 13.44% | $63M | 1,482,110 | Held |
| Gfl EnvironmentalGFL | 7.96% | $37M | 1,010,000 | Held |
| AcurenTIC | 3.46% | $16M | 2,000,000 | Added |
| PARPAR | 2.27% | $11M | 609,429 | Trimmed |
| Kelly Svcs | 0.08% | $368,400 | 30,000 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Adam Wyden own?
In the Q2 2026 13F, ADW Capital Management reported 8 US stock positions worth $467M. The largest: Compass Diversified Holdings (CODI) 33.1%, Driven Brands (DRVN) 23.6%, Stagwell (STGW) 16.1%, Api Group (APG) 13.4%, Gfl Environmental (GFL) 8.0%.
What did Adam Wyden buy last quarter?
In Q2 2026: added to Compass Diversified Holdings (CODI); added to Driven Brands (DRVN); added to Stagwell (STGW).
When is Adam Wyden's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.