MONTAG A & ASSOCIATES INC

Position in DRVN — Driven Brands Holdings Inc.

CIK 829407 ATLANTA, GA

Position in DRVN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$27,043

+$2,580 QoQ

Shares Held

1,940

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#146

of 192 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Cyclical · as of Jun 30, 2026

MONTAG A & ASSOCIATES INC holds $449,975 across 5 Auto & Truck Dealerships names. DRVN ranks #2 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc	7,526	$398,050
2	DRVN	Driven Brands Holdings Inc. This page	1,940	$27,043
3	VVV	Valvoline Inc	606	$23,961
4	CVNA	Carvana Co.	14	$921
5	RUSHA	Rush Enterprises Inc \Tx\	14	$0

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,043	1,940	0.0%	Shares	Sole	2026-08-05
2026-03-31	$24,463	1,940	0.0%	Shares	Sole	2026-04-29
2025-12-31	$28,750	1,940	-97.6%	Shares	Sole	2026-02-02
2025-09-30	$1,306,827	81,119	+6.0%	Shares	Sole	2025-11-12
2025-06-30	$1,343,498	76,509	+16.0%	Shares	Sole	2025-08-07
2025-03-31	$1,130,605	65,963	—	Shares	Sole	2025-05-05
No filing history on record for this holder in this stock.