Position in DRVN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$699,578
+$273,991 QoQ
Shares Held
50,185
+48.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#75
of 192 holders
Holding Since
Jun 2025
5 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, 2026Summit Trail Advisors, LLC holds $12,477,206 across 8 Auto & Truck Dealerships names. DRVN ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VVV |
Valvoline Inc
|
56,519 | $2,234,761 | |
| 2 | CVNA |
Carvana Co.
|
32,331 | $2,128,026 | |
| 3 | AN |
Autonation, Inc.
|
11,379 | $2,114,104 | |
| 4 | LAD |
Lithia Motors Inc
|
6,622 | $1,923,624 | |
| 5 | KMX |
Carmax Inc
|
35,804 | $1,893,673 | |
| 6 | PAG |
Penske Automotive Group, Inc.
|
7,712 | $1,380,062 | |
| 7 | DRVN |
Driven Brands Holdings Inc.
This page
|
50,185 | $699,578 | |
| 8 | CWH |
Camping World Holdings, Inc.
|
13,549 | $103,378 |
All Filings in DRVN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,578 | 50,185 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $425,587 | 33,750 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,052,664 | 71,030 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,031,893 | 64,053 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $377,399 | 21,492 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||