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DRVN · Consumer Cyclical · Auto - Dealerships · Market cap $2.45B

1 fund in our archive has pitched Driven Brands — most recently Headwaters Capital in September 2025.

Company profile

Driven Brands Holdings Inc., together with its subsidiaries, provides automotive services to retail and commercial customers in the United States, Canada, and internationally. The company offers various services, such as paint, collision, glass, vehicle repair, car wash, oil change, and maintenance services. It 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; windshields and glass accessories through a network of distribution centers; and consumable products, such as oil filters and wiper blades, as well as provides training services to repair and maintenance, and paint and collision shops. The company sells its products and services under the Take 5 Oil Change, IMO, CARSTAR, ABRA, Fix Auto, Maaco, Meineke, Uniban, 1-800-Radiator & A/C, PH Vitres D'Autos, Spire Supply, and Automotive Training Institute names. As of December 25, 2021, it operated 4,412 company-operated, franchised, and independently-operated stores. Driven Brands Holdings Inc. was founded in 1972 and is headquartered in Charlotte, North Carolina.

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Letters

Also mentioned · 1

These funds discuss Driven Brands — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedEmeth Value Capital
    June 2026
    It has long been part of our process to track insider activity filings. In some form, this is available across all of the large investment research platforms: Bloomberg, FactSet, CapIQ, AlphaSense. However, the data is often both incomplete and siloed within the terminal. For instance, if you want to see the insider activity for Driven Brands (DRVN), there is usually a tab for that on the company page.
    Driven Brands

Fund coverage · 1 thesis

  • Headwaters Capital
    September 2025

    Driven Brands is poised for multiple re-rating driven by its stable recurring revenue from automotive maintenance and repair services, strategic portfolio transformation, and high growth from Take 5 Oil Change, resulting in improved free cash flow and reduced leverage.

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