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North Peak Capital Management’s Driven Brands DRVN Stock Holding History

North Peak Capital Management’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
Q1 		$63.7M Buy
5,055,247
+1,064,397
+27% +$15M 10.6% 4
2025
Q4 		$59.1M Buy
3,990,850
+1,083,896
+37% +$16.1M 5.03% 7
2025
Q3 		$46.8M Sell
2,906,954
-4,216,121
-59% -$73.4M 4.1% 7
2025
Q2 		$125M Buy
7,123,075
+589,556
+9% +$10.1M 9.82% 5
2025
Q1 		$112M Buy
6,533,519
+777,302
+14% +$12.7M 11.24% 5
2024
Q4 		$92.9M Buy
5,756,217
+457,217
+9% +$7.17M 12.31% 4
2024
Q3 		$75.6M Buy
5,299,000
+95,529
+2% +$1.31M 10.63% 4
2024
Q2 		$66.2M Buy
5,203,471
+852,775
+20% +$10.8M 7.78% 5
2024
Q1 		$68.7M Buy
4,350,696
+1,449,316
+50% +$20.1M 7.64% 6
2023
Q4 		$41.4M Buy
+2,901,380
New +$36.2M 4.35% 7

Other funds holding DRVN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
EVC
Emeth Value Capital New Orleans, Louisiana $66M AUM 35.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

North Peak Capital Management's DRVN Position: Q1 2026 in Review

North Peak Capital Management increased its Driven Brands (DRVN) stake by 27% in Q1 2026, buying an estimated $15M and bringing the position to 5,055,247 shares worth $63.7M. The position accounts for 10.6% of the portfolio, ranked #4.

North Peak Capital Management first reported a position in DRVN in Q4 2023 and has held it in 10 quarters since. The position peaked at $125M in Q2 2025. 189 funds tracked by Wall St. Rank hold DRVN as of Q1 2026.

  • North Peak Capital Management held 5,055,247 shares of Driven Brands worth $63.7M as of Q1 2026.
  • North Peak Capital Management bought 1,064,397 Driven Brands shares in Q1 2026, an estimated $15M.
  • Driven Brands made up 10.6% of North Peak Capital Management's portfolio in Q1 2026, its #4 holding.
  • North Peak Capital Management first reported a position in Driven Brands in Q4 2023 and has held it in 10 quarters since.
  • North Peak Capital Management's Driven Brands position peaked at $125M in Q2 2025.
  • 189 funds tracked by Wall St. Rank held Driven Brands as of Q1 2026.

Based on North Peak Capital Management's 13F filing for Q1 2026, filed 14 May 2026.