Driven Brands Holdings Inc (DRVN) Hedge Fund & Institutional Holdings (Q2 2026)

DRVN ranks #3084 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

DRVN is a top-conviction position for Emeth Value Capital, LLC — at 49.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in DRVN belongs to FMR LLC, but the position matters far more to Emeth Value Capital, LLC, who has 49.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its DRVN position for two straight quarters, increasing it by $86.3M to reach $87.2M today.

JPMorgan has trimmed its DRVN position for two straight quarters, cutting it by $47.2M while still holding $701.8K.

DRVN is up 0.6% today, and institutions have been net buyers of $128.5M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

DRVN reported a net loss of $238.6M over the trailing twelve months.

• Not yet profitable — net loss of $238.6M over the trailing twelve months
• Revenue grew 8.8% year over year
• Net income improved year over year, from -$292.5M to -$238.6M
• Generated $330.5M in positive operating cash flow
• Current ratio of 0.75x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.42x equity — a highly leveraged balance sheet worth noting