John Overdeck’s Driven Brands DRVN Stock Holding History

John Overdeck’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	$10.2M	Buy	729,718 +103,408	+17%	+$1.36M	0.01%	1509
2026 Q1	$7.9M	Buy	+626,310	New	+$8.82M	0.01%	1597
2025 Q4	–	Sell	-147,900	Closed	-$2.38M	–	4139
2025 Q3	$2.38M	Buy	+147,900	New	+$2.58M	﹤0.01%	2015
2024 Q2	–	Sell	-93,806	Closed	-$1.48M	–	3100
2024 Q1	$1.48M	Buy	+93,806	New	+$1.3M	﹤0.01%	1712
2023 Q2	–	Sell	-103,766	Closed	-$3.15M	–	3074
2023 Q1	$3.15M	Buy	+103,766	New	+$2.94M	0.01%	1137
2022 Q4	–	Sell	-20,000	Closed	-$560K	–	2863
2022 Q3	$560K	Buy	+20,000	New	+$616K	﹤0.01%	1726
2022 Q1	–	Sell	-67,691	Closed	-$2.28M	–	3108
2021 Q4	$2.28M	Sell	67,691 -13,810	-17%	-$433K	﹤0.01%	1817
2021 Q3	$2.35M	Buy	+81,501	New	+$2.42M	0.01%	1838

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

John Overdeck's DRVN Position: Q2 2026 in Review

John Overdeck increased its Driven Brands (DRVN) stake by 17% in Q2 2026, buying an estimated $1.36M and bringing the position to 729,718 shares worth $10.2M. The position accounts for 0.01% of the portfolio, ranked #1509.

John Overdeck first reported a position in DRVN in Q3 2021 and has held it in 8 quarters since. 192 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

John Overdeck held 729,718 shares of Driven Brands worth $10.2M as of Q2 2026.
John Overdeck bought 103,408 Driven Brands shares in Q2 2026, an estimated $1.36M.
Driven Brands made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1509 holding.
John Overdeck first reported a position in Driven Brands in Q3 2021 and has held it in 8 quarters since.
192 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.