Driven Brands Holdings Inc. (NASDAQ:DRVN) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to Driven Brands' Fourth Quarter 2025 Earnings Call. Please note, this call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | North Peak Capital Michael Kahan And Jeremy Kahan | 5,055,247 | $63,746,665 | +27% | 10.6% |
| 2. | BAMCO Inc. Ron Baron | 4,500,196 | $56,747,472 | -11% | 0.17% |
| 3. | ADW Capital Adam Wyden | 4,000,000 | $50,440,000 | 19.6% | |
| 4. | Rubric Capital Management David Rosen | 3,000,000 | $37,830,000 | 0.4% | |
| 5. | Simcoe Capital Management Jeffrey Jacobowitz | 2,104,955 | $26,543,483 | 4.61% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.00 | 46,875 | $750,000.00 | 326,944 | 2026-01-21 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,235,288 | $103,846,981 | 0.01% | |
| 2. | 4,342,846 | $54,763,290 | 0% | |
| 3. | 3,992,673 | $50,347,607 | 76.31% | |
| 4. | 3,770,879 | $47,550,784 | 0.01% | |
| 5. | 2,734,573 | $34,482,966 | 0% |