Grizzlyrock Capital’s Driven Brands DRVN Stock Holding History

Grizzlyrock 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
2026 Q2	$8.67M	Sell	621,971 -548,956	-47%	-$7.22M	6.06%	6
2026 Q1	$14.8M	Buy	1,170,927 +650,239	+125%	+$9.15M	11.69%	2
2025 Q4	$7.72M	Sell	520,688 -90,610	-15%	-$1.35M	5.78%	9
2025 Q3	$9.85M	Sell	611,298 -66,333	-10%	-$1.16M	7.65%	4
2025 Q2	$11.9M	Sell	677,631 -177,660	-21%	-$3.05M	8.11%	4
2025 Q1	$14.7M	Sell	855,291 -20,000	-2%	-$327K	13.3%	2
2024 Q4	$14.1M	Hold	875,291	–	–	14.75%	2
2024 Q3	$12.5M	Sell	875,291 -14,763	-2%	-$202K	10.77%	2
2024 Q2	$11.3M	Buy	890,054 +618,864	+228%	+$7.83M	9.41%	2
2024 Q1	$4.28M	Buy	271,190 +109,134	+67%	+$1.51M	3.51%	13
2023 Q4	$2.31M	Buy	+162,056	New	+$2.02M	1.74%	17

Other funds holding DRVN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

ACM

ADW Capital Management Miami Beach, Florida $467M AUM 9.2% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Grizzlyrock Capital's DRVN Position: Q2 2026 in Review

Grizzlyrock Capital reduced its Driven Brands (DRVN) stake by 47% in Q2 2026, selling an estimated $7.22M and leaving 621,971 shares worth $8.67M. The position accounts for 6.06% of the portfolio, ranked #6.

Grizzlyrock Capital first reported a position in DRVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.8M in Q1 2026. 193 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

Grizzlyrock Capital held 621,971 shares of Driven Brands worth $8.67M as of Q2 2026.
Grizzlyrock Capital sold 548,956 Driven Brands shares in Q2 2026, an estimated $7.22M.
Driven Brands made up 6.06% of Grizzlyrock Capital's portfolio in Q2 2026, its #6 holding.
Grizzlyrock Capital first reported a position in Driven Brands in Q4 2023 and has held it in 11 quarters since.
Grizzlyrock Capital's Driven Brands position peaked at $14.8M in Q1 2026.
193 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

Based on Grizzlyrock Capital's 13F filing for Q2 2026, filed 14 Aug 2026.