Cowbird Capital’s Driven Brands DRVN Stock Holding History

Cowbird Capital’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	-169,491	Closed	-$2.13M	–	13
2023 Q3	$2.13M	Sell	169,491 -921,007	-84%	-$16.8M	1.12%	9
2023 Q2	$29.5M	Buy	1,090,498 +293,630	+37%	+$8.18M	12.22%	2
2023 Q1	$24.2M	Buy	796,868 +215,064	+37%	+$6.09M	11.18%	8
2022 Q4	$15.9M	Buy	581,804 +95,627	+20%	+$2.86M	8.16%	8
2022 Q3	$13.6M	Buy	486,177 +104,204	+27%	+$3.21M	8.63%	7
2022 Q2	$10.5M	Buy	+381,973	New	+$10.4M	5.97%	8

Other funds holding DRVN

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $197M AUM 17.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

NPCM

North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Cowbird Capital's DRVN Position: Q4 2023 in Review

Cowbird Capital sold out of Driven Brands (DRVN) in Q4 2023, closing a stake of 169,491 shares — an estimated $2.13M sold.

Cowbird Capital first reported a position in DRVN in Q2 2022 and held it in 6 quarters. The position peaked at $29.5M in Q2 2023. 183 funds tracked by Wall St. Rank hold DRVN as of Q4 2023.

Cowbird Capital reported no remaining Driven Brands position as of Q4 2023 after selling out during the quarter.
Cowbird Capital sold 169,491 Driven Brands shares in Q4 2023, an estimated $2.13M.
Cowbird Capital first reported a position in Driven Brands in Q2 2022 and held it in 6 quarters.
Cowbird Capital's Driven Brands position peaked at $29.5M in Q2 2023.
183 funds tracked by Wall St. Rank held Driven Brands as of Q4 2023.

Based on Cowbird Capital's 13F filing for Q4 2023, filed 14 Feb 2024.