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. | Rubric Capital Management David Rosen | 5,300,613 | $73,890,545 | +77% | 0.68% |
| 2. | ADW Capital Adam Wyden | 5,000,000 | $69,700,000 | +25% | 14.93% |
| 3. | BAMCO Inc. Ron Baron | 4,502,594 | $62,766,160 | +1% | 0.09% |
| 4. | 2,900,000 | $40,426,000 | 8.66% | ||
| 5. | Simcoe Capital Management Jeffrey Jacobowitz | 2,258,500 | $31,483,490 | +8% | 5.73% |
| 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. | 9,515,536 | $132,646,570 | 0.01% | |
| 2. | 4,813,956 | $67,106,545 | 0% | |
| 3. | 3,388,315 | $47,233,111 | 0% | |
| 4. | 2,831,093 | $39,465,436 | 0% | |
| 5. | 2,615,898 | $36,465,618 | 0% |