NASDAQ · Consumer Discretionary

DRIVEN BRANDS HLDGS INC DRVN

Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States and Canada. The company operates through Take 5, Franchise Brands, and Auto Glass Now segments. It offers various services, such as paint, collision, glass, repair, and oil change; maintenance services including differential fluid exchanges, coolant services and air and cabin filters; and auto glass and windshield replacement, repair, and calibration services.

Automotive Aftermarket

Company profile

Business mix

  • The company operates through Take 5, Franchise Brands, and Auto Glass Now segments.
  • The company also distributes automotive parts, including radiators, air conditioning components, and exhaust products to automotive repair shops, auto parts stores, body shops, and other auto repair outlets.
  • In addition, it provides training services to repair and maintenance, and paint and collision shops.
  • The company was founded in 1972 and is headquartered in Charlotte, North Carolina.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in auto & truck dealerships?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 16.25 FCF 5.03% Buyback -2.2%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $56.7M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 0 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $6.3M Estimated from net reduced shares
Net share change / base shares -10.0% -499,804 / 5,000,000
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.0% 13F value change -$7.2M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -10.0% 13F value change -$17.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,000,000 Last 4 periods -499,804 (-10.0%) Total shares 4,500,196 Value $56.7M

Recent mentions

No public mentions.