TwinBeech Capital’s Driven Brands DRVN Stock Holding History

TwinBeech 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
2025 Q4	–	Sell	-45,640	Closed	-$735K	–	660
2025 Q3	$735K	Buy	+45,640	New	+$795K	0.03%	351
2023 Q3	–	Sell	-61,650	Closed	-$1.67M	–	697
2023 Q2	$1.67M	Buy	+61,650	New	+$1.72M	0.03%	399
2023 Q1	–	Sell	-153,058	Closed	-$4.18M	–	686
2022 Q4	$4.18M	Buy	+153,058	New	+$4.58M	0.08%	293
2022 Q2	–	Sell	-30,694	Closed	-$807K	–	556
2022 Q1	$807K	Buy	+30,694	New	+$889K	0.04%	347
2021 Q4	–	Sell	-12,656	Closed	-$366K	–	618
2021 Q3	$366K	Sell	12,656 -15,147	-54%	-$449K	0.03%	480
2021 Q2	$860K	Buy	+27,803	New	+$783K	0.1%	228

Other funds holding DRVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

EVC

Emeth Value Capital New Orleans, Louisiana $66M AUM 35.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TwinBeech Capital's DRVN Position: Q4 2025 in Review

TwinBeech Capital sold out of Driven Brands (DRVN) in Q4 2025, closing a stake of 45,640 shares — an estimated $735K sold.

TwinBeech Capital first reported a position in DRVN in Q2 2021 and held it in 6 quarters. The position peaked at $4.18M in Q4 2022. 198 funds tracked by Wall St. Rank hold DRVN as of Q4 2025.

TwinBeech Capital reported no remaining Driven Brands position as of Q4 2025 after selling out during the quarter.
TwinBeech Capital sold 45,640 Driven Brands shares in Q4 2025, an estimated $735K.
TwinBeech Capital first reported a position in Driven Brands in Q2 2021 and held it in 6 quarters.
TwinBeech Capital's Driven Brands position peaked at $4.18M in Q4 2022.
198 funds tracked by Wall St. Rank held Driven Brands as of Q4 2025.

Based on TwinBeech Capital's 13F filing for Q4 2025, filed 17 Feb 2026.