Simcoe Capital Management’s Driven Brands DRVN Stock Holding History

Simcoe 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	$31.5M	Buy	2,258,500 +153,545	+7%	+$2.02M	5.73%	9
2026 Q1	$26.5M	Hold	2,104,955	–	–	4.61%	11
2025 Q4	$31.2M	Hold	2,104,955	–	–	5.58%	8
2025 Q3	$33.9M	Buy	+2,104,955	New	+$36.7M	4.92%	9
2024 Q1	–	Sell	-335,330	Closed	-$4.78M	–	21
2023 Q4	$4.78M	Buy	+335,330	New	+$4.18M	0.69%	10

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

Simcoe Capital Management's DRVN Position: Q2 2026 in Review

Simcoe Capital Management increased its Driven Brands (DRVN) stake by 7.3% in Q2 2026, buying an estimated $2.02M and bringing the position to 2,258,500 shares worth $31.5M. The position accounts for 5.73% of the portfolio, ranked #9.

Simcoe Capital Management first reported a position in DRVN in Q4 2023 and has held it in 5 quarters since. The position peaked at $33.9M in Q3 2025. 193 funds tracked by Wall St. Rank hold DRVN as of Q2 2026.

Simcoe Capital Management held 2,258,500 shares of Driven Brands worth $31.5M as of Q2 2026.
Simcoe Capital Management bought 153,545 Driven Brands shares in Q2 2026, an estimated $2.02M.
Driven Brands made up 5.73% of Simcoe Capital Management's portfolio in Q2 2026, its #9 holding.
Simcoe Capital Management first reported a position in Driven Brands in Q4 2023 and has held it in 5 quarters since.
Simcoe Capital Management's Driven Brands position peaked at $33.9M in Q3 2025.
193 funds tracked by Wall St. Rank held Driven Brands as of Q2 2026.

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