Position in DRVN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,304,389
-$7,936,259 QoQ
Shares Held
380,516
-63.8% QoQ
Ownership
0.231%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#34
of 192 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in DRVN Over Time
Shares Held
Position Value (USD)
Position in Auto & Truck Dealerships
Consumer Cyclical · as of Jun 30, 2026MORGAN STANLEY holds $1,230,282,553 across 19 Auto & Truck Dealerships names. DRVN ranks #14 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVNA |
Carvana Co.
|
6,370,368 | $419,297,613 | |
| 2 | VVV |
Valvoline Inc
|
3,827,602 | $151,343,373 | |
| 3 | KMX |
Carmax Inc
|
2,176,424 | $115,111,054 | |
| 4 | PAG |
Penske Automotive Group, Inc.
|
584,751 | $104,641,185 | |
| 5 | AN |
Autonation, Inc.
|
518,466 | $96,325,790 | |
| 6 | LAD |
Lithia Motors Inc
|
248,365 | $72,147,542 | |
| 7 | OPLN |
OPENLANE, Inc.
|
1,718,880 | $70,886,605 | |
| 8 | GPI |
Group 1 Automotive Inc
|
191,776 | $55,839,412 |
All Filings in DRVN
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,304,389 | 380,516 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $13,240,648 | 1,050,012 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $15,805,290 | 1,066,484 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $16,858,338 | 1,046,452 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $9,534,075 | 542,943 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $8,882,751 | 518,247 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,929,617 | 677,176 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $17,861,299 | 1,251,668 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $14,021,621 | 1,101,463 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $38,406,770 | 2,432,348 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $32,361,112 | 2,269,363 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $8,158,189 | 647,990 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $7,183,778 | 265,476 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $7,545,064 | 248,930 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,292,524 | 340,261 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $10,108,554 | 361,278 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,645,735 | 277,623 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,858,946 | 260,995 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,250,022 | 185,902 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,873,128 | 307,135 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,756,918 | 89,163 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $164,568 | 6,474 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||