Here’s Headwaters Capital Management’s Investment Thesis for Driven Brands (DRVN)
Headwaters Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Driven Brands Holdings Inc. (DRVN)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | North Peak Capital Michael Kahan And Jeremy Kahan | 7,123,075 | $125,081,197 | +10% | 9.82% |
| 2. | HG Vora Capital Management Parag Vora | 5,700,000 | $100,092,000 | -9% | 11.02% |
| 3. | One Fin Capital David Macknight | 1,590,000 | $27,920,400 | 9.44% | |
| 4. | Ararat Capital Raffi Tokatlian | 1,087,249 | $19,092,092 | +51% | 8.66% |
| 5. | Millennium Management Israel Englander | 915,525 | $16,076,619 | -25% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.76 | 42,000 | $997,920.00 | 2,332,363 | 2023-05-30 | Filing | |
| $24.23 | 4,000 | $96,920.00 | 63,101 | 2023-05-25 | Filing | |
| $28.64 | 350 | $10,024.00 | 350 | 2021-08-13 | Filing | |
| $28.59 | 350 | $10,006.50 | 350 | 2021-08-13 | Filing | |
| $28.59 | 350 | $10,006.50 | 350 | 2021-08-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.05 | 110,000 | $1,985,500.00 | 2,279,453 | 2025-09-15 | Filing | |
| $18.27 | 75,000 | $1,370,250.00 | 2,389,453 | 2025-09-12 | Filing | |
| $17.42 | 4,242 | $73,895.64 | 17,791 | 2025-03-03 | Filing | |
| $32.19 | 2,257,203 | $72,659,364.57 | 32,758,952 | 2022-09-15 | Filing | |
| $32.19 | 4,742,797 | $152,670,635.43 | 68,832,571 | 2022-09-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,263,911 | $52,744,802 | 51.13% | |
| 2. | 557,200 | $8,976,492 | 0.31% | |
| 3. | 56,755 | $845,650 | 0.17% | |
| 4. | 35,863 | $534,359 | 0.02% | |
| 5. | 26,640 | $429,170 | 0.03% |
News See All
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q2 2025 Earnings Call Transcript
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q2 2025 Earnings Call Transcript August 5, 2025Driven Brands Holdings Inc. misses on earnings expectations.
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q1 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentleman and welcome to the Driven Brands Q1 2025 Earnings Call. All this time all lines are in a listen-only mode.
Driven Brands Holdings Inc. (DRVN): A Bull Case Theory
We came across a bullish thesis on Driven Brands Holdings Inc. (DRVN) on Substack by Ben Tewey. In this article, we will summarize the bulls’ thesis on DRVN. Driven Brands Holdings Inc.
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q4 2024 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Driven Brands, Inc. Q4 2024 Earnings Conference Call. [Operator Instructions].
HG Vora Capital Management's Stock Picks For 2025
HG Vora Capital Management was founded in 2009 as a hedge fund specializing in investing in event-driven, credit, and distressed special situations.
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q3 2024 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Driven Brands Inc. Q3 2024 Earnings Conference Call. At this time, all lines are in listen-only mode.
Should You Exit Your Position in Driven Brands Holdings (DRVN)?
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” second-quarter 2024 investor letter.
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q2 2024 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Driven Brands Inc. Q2 2024 earnings call. [Operator instructions]. This call is being recorded on August 1, 2024.
Driven Brands Holdings Inc. (NASDAQ:DRVN) Q1 2024 Earnings Call Transcript
Operator: Good morning. My name is Karina, and I will be your conference operator today. At this time, I would like to welcome everyone to the Driven Brands Q1 2024 Earnings Call.
Hedge Fund Resource Center Billionaire Hedge Funds
