Position in DRVN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,310,342
+$3,375,761 QoQ
Shares Held
1,672,191
+5.8% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 192 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DRVN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $2,082,873,749 across 20 Auto & Truck Dealerships names. DRVN ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
16,653,349 | $1,096,123,430 | |
| 2 | KMX |
Carmax Inc
|
2,564,007 | $135,610,329 | |
| 3 | LAD |
Lithia Motors Inc
|
422,764 | $122,808,713 | |
| 4 | OPLN |
OPENLANE, Inc.
|
2,711,088 | $111,805,269 | |
| 5 | ABG |
Asbury Automotive Group Inc
|
506,710 | $101,889,246 | |
| 6 | VVV |
Valvoline Inc
|
2,524,867 | $99,833,240 | |
| 7 | GPI |
Group 1 Automotive Inc
|
311,552 | $90,714,595 | |
| 8 | AN |
Autonation, Inc.
|
480,842 | $89,335,634 |
All Filings in DRVN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,310,342 | 1,672,191 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $19,934,581 | 1,580,855 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $22,764,052 | 1,536,036 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $25,100,185 | 1,558,050 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $26,715,607 | 1,521,390 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $26,149,589 | 1,525,647 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $24,312,504 | 1,506,351 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $21,565,251 | 1,511,230 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $18,987,418 | 1,491,549 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $16,411,241 | 1,039,344 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,576,928 | 1,022,225 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $12,504,236 | 993,188 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,660,240 | 948,272 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $28,192,088 | 930,125 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $24,593,392 | 900,527 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,472,701 | 838,910 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,014,048 | 835,659 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $22,106,683 | 841,198 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $28,057,268 | 834,541 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $21,629,278 | 748,677 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,956,420 | 516,055 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,891,371 | 507,135 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||