Simcoe Capital Management, LLC: DRIVEN BRANDS HLDGS INC (DRVN): Quarterly 13F Position History
As of Q2 2026, Simcoe Capital Management, LLC reported 2,258,500 shares of DRIVEN BRANDS HLDGS INC (DRVN), worth $31.5M and representing 6.1% of its 13F equity book. Quarter-over-quarter share count change: + 153,545 (+7.3%) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 2,258,500Shares Held (Latest Filing)
- $31.5MReported Market Value (Latest Filing)
- 6.1%Portfolio Weight (% of 13F Equity Book)
- +153,545Quarter-over-Quarter Share Change
- +$4.9MQuarter-over-Quarter Value Change
- 2,258,500Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,258,500 | +153,545 | +7.3% | $31.5M | 6.1% | $13.9 |
| Q1 2026 | 2,104,955 | 0 | – | $26.5M | 4.9% | $12.6 |
| Q4 2025 | 2,104,955 | 0 | – | $31.2M | 5.6% | $14.8 |
| Q3 2025 | 2,104,955 | +2,104,955 | – | $33.9M | 4.9% | $16.1 |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 335,330 | -100.0% | $0 | 0.0% | – |
| Q4 2023 | 335,330 | – | – | $4.8M | 0.7% | $14.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Simcoe Capital Management, LLC first disclose a DRVN position in 13F-HR filings?
Simcoe Capital Management, LLC first reported DRIVEN BRANDS HLDGS INC (DRVN) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Simcoe Capital Management, LLC's most recent quarter-over-quarter share-count change in DRVN?
Between Q1 2026 and Q2 2026, Simcoe Capital Management, LLC added 153,545 shares of DRVN (+7.3%), bringing the total reported position to 2,258,500 shares at a market value of $31.5M.
Does the implied price-per-share represent Simcoe Capital Management, LLC's cost basis in DRVN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.