Bain Capital Public Equity Management II’s Driven Brands DRVN Stock Holding History

Bain Capital Public Equity Management II’s Portfolio DRVN Stock Details DRVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-569,378	Closed	-$7.17M	–	35
2023 Q3	$7.17M	Sell	569,378 -1,558,670	-73%	-$28.5M	0.35%	29
2023 Q2	$57.6M	Sell	2,128,048 -61,206	-3%	-$1.7M	3.03%	14
2023 Q1	$66.4M	Sell	2,189,254 -503,566	-19%	-$14.2M	3.74%	12
2022 Q4	$73.5M	Sell	2,692,820 -65,947	-2%	-$1.97M	3.98%	12
2022 Q3	$77.2M	Buy	2,758,767 +101,909	+4%	+$3.14M	4.1%	10
2022 Q2	$73.2M	Sell	2,656,858 -489,328	-16%	-$13.4M	3.6%	14
2022 Q1	$82.7M	Sell	3,146,186 -656,435	-17%	-$19M	2.65%	17
2021 Q4	$128M	Buy	3,802,621 +57,532	+2%	+$1.8M	4.26%	9
2021 Q3	$108M	Buy	3,745,089 +1,450,954	+63%	+$43M	3.78%	8
2021 Q2	$70.9M	Buy	2,294,135 +91,500	+4%	+$2.58M	3.03%	17
2021 Q1	$56M	Buy	+2,202,635	New	+$62.5M	2.33%	18

Other funds holding DRVN

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Bain Capital Public Equity Management II's DRVN Position: Q4 2023 in Review

Bain Capital Public Equity Management II sold out of Driven Brands (DRVN) in Q4 2023, closing a stake of 569,378 shares — an estimated $7.17M sold.

Bain Capital Public Equity Management II first reported a position in DRVN in Q1 2021 and held it in 11 quarters. The position peaked at $128M in Q4 2021. 183 funds tracked by Wall St. Rank hold DRVN as of Q4 2023.

Bain Capital Public Equity Management II reported no remaining Driven Brands position as of Q4 2023 after selling out during the quarter.
Bain Capital Public Equity Management II sold 569,378 Driven Brands shares in Q4 2023, an estimated $7.17M.
Bain Capital Public Equity Management II first reported a position in Driven Brands in Q1 2021 and held it in 11 quarters.
Bain Capital Public Equity Management II's Driven Brands position peaked at $128M in Q4 2021.
183 funds tracked by Wall St. Rank held Driven Brands as of Q4 2023.

Based on Bain Capital Public Equity Management II's 13F filing for Q4 2023, filed 14 Feb 2024.