§ DIVERSIFIED CONSUMER SERVICES
USD · Diversified Consumer ServicesDRVN
DRIVEN BRANDS HOLDINGS INC
USDSector · Diversified Consumer ServicesBeta · 0.95
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
120 increased/new, 51 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.3 | P/B | 3.16 |
| EPS (TTM) | 1.15 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Fidelity Management | 8.2M | 0.0% | +50% |
| North Peak Capital Management, LLC | 5.1M | 10.6% | +27% |
| BAMCO INC /NY/ | 4.5M | 0.2% | −10% |
| BlackRock, Inc. | 4.3M | 0.0% | −7% |
| ADW Capital Management, LLC | 4.0M | 19.6% | n/a |
| Emeth Value Capital, LLC | 4.0M | 76.3% | +4% |
◇ AC INTELLIGENCE
Top institutional owners for DRVN as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER96.7% · 0 holders
OTHER1.6% · 120 holders
QUALITY / COMPOUNDER0.8% · 15 holders
DEALER / BANK0.5% · 27 holders
PASSIVE / INDEX0.3% · 9 holders
TACTICAL / MACRO0.1% · 3 holders
SYSTEMATIC / QUANT0.0% · 7 holders
INCOME / DEFENSIVE0.0% · 10 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for DRVN in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention DRVN yet.