DRVN
Driven Brands Holdings Inc. · Consumer Cyclical · Auto - Dealerships
Données momentum (gérants comparables) :
étendue des détenteurs -15.4% ·
flux d'actions -1.4% ·
nouvelles positions nettes -18.2%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 76 | +1 | 40.43M | $563.59M | +11 | −10 |
| Q1 2026 | 78 | 0 | 45.08M | $567.85M | +11 | −11 |
| Q4 2025 | 78 | -1 | 49.91M | $739.70M | +1 | −2 |
| Q3 2025 | 16 | +2 | 29.37M | $473.21M | +2 | — |
| Q2 2025 | 11 | -2 | 19.07M | $334.81M | — | −2 |
| Q1 2025 | 10 | 0 | 4.92M | $84.35M | +1 | −1 |
| Q4 2024 | 10 | 0 | 6.09M | $98.22M | — | — |
| Q3 2024 | 9 | +1 | 6.74M | $96.18M | +1 | — |
| Q2 2024 | 8 | — | 8.56M | $108.68M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 5.63M | — | $98.92M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 5.63M | — | $98.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 5.63M | — | $98.92M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 5.63M | — | $98.92M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 5.63M | — | $98.92M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 4.64M | — | $81.46M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 4.13M | — | $72.61M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 4.13M | — | $72.61M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Fidelity (FMR) ✦ | 4.13M | — | $72.61M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passif) | 1.52M | -0.3% | $26.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passif) | 1.52M | -0.3% | $26.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (passif) | 1.43M | +0.5% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Millennium Management ✦ | 915.52K | -24.1% | $16.08M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 27 | Arrowstreet Capital ✦ | 255.16K | +95.4% | $4.48M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Gotham Asset Management ✦ | 222.72K | +41.7% | $3.91M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Marshall Wace ✦ | 169.75K | +28.7% | $2.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Marshall Wace ✦ | 169.75K | +28.7% | $2.98M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 99.57K | +4.8% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 99.57K | +4.8% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 99.57K | +4.8% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 99.57K | +4.8% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 43.42K | +8.4% | $763,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| D. E. Shaw & Co. | $3.41M | était 0.0% |
| Citadel Advisors | $198,344 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 188 détenteurs, 76.48M actions, $962.17M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.