SEC 13F Intelligence

North Peak Capital Management, LLC / DRVN

North Peak Capital Management, LLC’s Driven Brands Hldgs Inc Position

Does North Peak Capital Management, LLC own Driven Brands Hldgs Inc (DRVN)? Yes — 5.06M shares worth $64M (+10.60% of its 13F portfolio) as of Q1 2026, up from 3.99M shares the prior filed quarter.

Position Value
$64M
Q1 2026
Shares
5.06M
% of Portfolio
+10.60%
Quarters Held
10
currently held

Position History DRVN

Reported value by quarter
Q4 ’23: $41MQ4 ’23Q1 ’24: $69MQ2 ’24: $66MQ2 ’24Q3 ’24: $76MQ4 ’24: $93MQ4 ’24Q1 ’25: $112MQ2 ’25: $125MQ2 ’25Q3 ’25: $47MQ4 ’25: $59MQ4 ’25Q1 ’26: $64Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.06M$64M+10.60%
Q4 20253.99M$59M+5.03%
Q3 20252.91M$47M+4.10%
Q2 20257.12M$125M+9.82%
Q1 20256.53M$112M+11.24%
Q4 20245.76M$93M+12.31%
Q3 20245.30M$76M+10.63%
Q2 20245.20M$66M+7.78%
Q1 20244.35M$69M+7.64%
Q4 20232.90M$41M+4.35%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See North Peak Capital Management, LLC’s full portfolio or all institutional holders of DRVN.