HG Vora Capital Management, LLC
· Reduced
Change
−4.3M
Date
Q1 2026
DR
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
HG Vora Capital Management, LLC
· Reduced
Change
−4.3M
Date
Q1 2026
|
HG Vora Capital Management, LLC | Reduced· Q1 2026 | – | −4.3M | – | Q1 2026 | |||||
|
Adw Capital Management, LLC
· New
Change
+4.0M
Date
Q1 2026
|
Adw Capital Management, LLC | New· Q1 2026 | – | +4.0M | – | Q1 2026 | |||||
|
Boston Partners
· Exited
Change
−3.4M
Δ Own
−100.0%
Date
Q1 2026
|
Boston Partners | Exited· Q1 2026 | – | −3.4M | −100.0% | Q1 2026 | |||||
|
Rubric Capital Management LP
· New
Change
+3.0M
Date
Q1 2026
|
Rubric Capital Management LP | New· Q1 2026 | – | +3.0M | – | Q1 2026 | |||||
|
FMR LLC
· Added
Change
+2.8M
Δ Own
+50.4%
Date
Q1 2026
|
FMR LLC | Added· Q1 2026 | – | +2.8M | +50.4% | Q1 2026 | |||||
|
Bank of Montreal
· Added
Change
+1.9M
Date
Q1 2026
|
Bank of Montreal | Added· Q1 2026 | – | +1.9M | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
Change
−1.6M
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | – | −1.6M | – | Q1 2026 | |||||
|
Ararat Capital Management LP
· Reduced
Change
−1.2M
Date
Q1 2026
|
Ararat Capital Management LP | Reduced· Q1 2026 | – | −1.2M | – | Q1 2026 | |||||
|
One Fin Capital Management LP
· Reduced
Change
−1.1M
Date
Q1 2026
|
One Fin Capital Management LP | Reduced· Q1 2026 | – | −1.1M | – | Q1 2026 | |||||
|
North Peak Capital Management, LLC
· Added
Change
+1.1M
Date
Q1 2026
|
North Peak Capital Management, LLC | Added· Q1 2026 | – | +1.1M | – | Q1 2026 | |||||
|
Private Management Group Inc
· New
Change
+1.0M
Date
Q1 2026
|
Private Management Group Inc | New· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
Conversant Capital LLC
· New
Change
+1.0M
Date
Q1 2026
|
Conversant Capital LLC | New· Q1 2026 | – | +1.0M | – | Q1 2026 | |||||
|
Qube Research & Technologies Ltd
· Exited
Change
−971K
Δ Own
−100.0%
Date
Q1 2026
|
Qube Research & Technologies Ltd | Exited· Q1 2026 | – | −971K | −100.0% | Q1 2026 | |||||
|
Russell Investments Group, Ltd.
· Reduced
Change
−653K
Date
Q1 2026
|
Russell Investments Group, Ltd. | Reduced· Q1 2026 | – | −653K | – | Q1 2026 | |||||
|
Grizzlyrock Capital, LLC
· Added
Change
+650K
Date
Q1 2026
|
Grizzlyrock Capital, LLC | Added· Q1 2026 | – | +650K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Tomas Jose D.
· Director
Grant (A)
13K
|
Tomas Jose D. | Director | Grant (A) | – | 13K | – | 40K | +45.8% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Swinburn Peter S.
· Director
Grant (A)
13K
|
Swinburn Peter S. | Director | Grant (A) | – | 13K | – | 250K | +5.3% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Stroup Karen B.
· Director
Grant (A)
13K
|
Stroup Karen B. | Director | Grant (A) | – | 13K | – | 45K | +38.9% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Puckett Rick D.
· Director
Grant (A)
13K
|
Puckett Rick D. | Director | Grant (A) | – | 13K | – | 182K | +7.4% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Johnson Timothy A.
· Director
Grant (A)
13K
|
Johnson Timothy A. | Director | Grant (A) | – | 13K | – | 13K | – | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Harmon Damien
· Director
Grant (A)
13K
|
Harmon Damien | Director | Grant (A) | – | 13K | – | 32K | +64.8% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Halligan Catherine Ann
· Director
Grant (A)
13K
|
Halligan Catherine Ann | Director | Grant (A) | – | 13K | – | 39K | +47.3% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Fitzpatrick Jonathan G.
· Director
Grant (A)
17K
|
Fitzpatrick Jonathan G. | Director | Grant (A) | – | 17K | – | 2.3M | +0.7% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Fondell Rebecca
· Officer
Grant (A)
12K
|
Fondell Rebecca | Officer | Grant (A) | – | 12K | – | 38K | +46.6% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Khalid Muhammad
· Officer
Grant (A)
55K
|
Khalid Muhammad | Officer | Grant (A) | – | 55K | – | 199K | +38.0% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
O'Melia Scott L.
· Officer
Grant (A)
57K
|
O'Melia Scott L. | Officer | Grant (A) | – | 57K | – | 375K | +18.0% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Diamond Michael Fisher
· Officer
Grant (A)
67K
|
Diamond Michael Fisher | Officer | Grant (A) | – | 67K | – | 232K | +40.4% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Rivera Daniel R.
· Director
Grant (A)
122K
|
Rivera Daniel R. | Director | Grant (A) | – | 122K | – | 727K | +20.2% | Jun 29, 2026 | Jul 1, 2026 | |||||||||
|
Khalid Muhammad
· Officer
Tax withholding or exercise payment (F)
-$184K
|
Khalid Muhammad | Officer | Tax withholding or exercise payment (F) | $12.55 | -15K | -$184K | 144K | – | Jun 17, 2026 | Jun 17, 2026 | |||||||||
|
Fondell Rebecca
· Officer
Tax withholding or exercise payment (F)
-$38K
|
Fondell Rebecca | Officer | Tax withholding or exercise payment (F) | $13.41 | -3K | -$38K | 26K | – | May 9, 2026 | May 12, 2026 | |||||||||
N
A
M
G
A
A
210 reporting institutions disclosed DRVN position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.