Which hedge funds own DRVN? DRIVEN BRANDS HLDGS INC, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in DRVN (DRIVEN BRANDS HLDGS INC) in their Q2 2026 13F filings, worth $324.4m in total. The largest holder by portfolio weight is ADW Capital Management, LLC at 25.4% of its book. 15 opened a new position this quarter: Landscape Capital Management, L.L.C., Dark Forest Capital Management LP, Marble Bar Asset Management LLP, Caption Management, LLC. 6 exited: North Peak Capital Management, LLC, HG Vora Capital Management, LLC, Ararat Capital Management LP.
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 6
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $19.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $78.8m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $324m
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| North Peak Capital Management, LLC | 10.6% | $63.7m |
| HG Vora Capital Management, LLC | 6.3% | $12.0m |
| Ararat Capital Management LP | 0.7% | $1.2m |
| Quantbot Technologies LP | 0.01% | $213k |
| Aquatic Capital Management LLC | 0.0% | $158k |
| Squarepoint Ops LLC | 0.0% | $1.6m |
Ownership over time
Who discovered DRVN first? Beta
| Scopia Capital Management LP | Q3 2024 | +0.5 pts |
| Brant Point Investment Management LLC | Q1 2021 | +0.4 pts |
| Woodson Capital Management, LP | Q1 2021 | +0.3 pts |
| North Peak Capital Management, LLC high conviction | Q1 2024 | +0.2 pts |
| Aperture Investors, LLC | Q1 2021 | +0.2 pts |
| Northern Right Capital Management, L.P. high conviction | Q1 2022 | −0.2 pts |
| Interval Partners, LP | Q1 2023 | −0.7 pts |
| HG Vora Capital Management, LLC high conviction | Q4 2025 | −4.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.