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 Q2	–	Sell	-5,055,247	Closed	-$63.7M	–	9
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 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

North Peak Capital Management's DRVN Position: Q2 2026 in Review

North Peak Capital Management sold out of Driven Brands (DRVN) in Q2 2026, closing a stake of 5,055,247 shares — an estimated $63.7M sold.

North Peak Capital Management first reported a position in DRVN in Q4 2023 and held it in 10 quarters. The position peaked at $125M in Q2 2025. 192 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

North Peak Capital Management reported no remaining Driven Brands position as of Q2 2026 after selling out during the quarter.
North Peak Capital Management sold 5,055,247 Driven Brands shares in Q2 2026, an estimated $63.7M.
North Peak Capital Management first reported a position in Driven Brands in Q4 2023 and held it in 10 quarters.
North Peak Capital Management's Driven Brands position peaked at $125M in Q2 2025.
192 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

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