DRH Investments, Inc. — 13F Holdings & Portfolio

CIK 1630709 · latest 13F-HR filed 2026-05-15

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$123.2M

Long-equity book

Holdings

16

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+3 / −2 / ↑6 / ↓3

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$7.1M +719.2%
  • CATERPILLAR INC COM$4.1M +23.6%
  • DIAGEO PLC$1.7M +188.7%
  • HERSHEY COMPANY COM USD1.00$1.5M +14.1%
  • CSX CORP$1.5M +13.7%
Show all 6

Top Trims

  • DISNEY WALT CO COM-$1.6M -16.1%
  • ALPHABET INC-$1.6M -8.6%
  • AIRBNB INC-$353.3K -9.0%
Show all 3

New Positions

  • ISHARES TR$434.5K
  • PINTEREST INC$313.0K
  • PAYPAL HLDGS INC$236.4K
Show all 3

Exited Positions

  • SPDR S&P 500 ETF TR$88.3K
  • SPDR S&P 500 ETF TR$26.4K
Show all 2
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CATERPILLAR INC COM CAT 149123101 $21.5M 17.42% 30,299 SH
2 ALPHABET INC GOOG 02079K107 $16.6M 13.44% 57,702 SH
3 CSX CORP CSX 126408103 $12.4M 10.06% 301,844 SH
4 GENERAL DYNAMICS CORP GD 369550108 $12.1M 9.86% 35,389 SH
5 HERSHEY COMPANY COM USD1.00 HSY 427866108 $12.1M 9.85% 58,388 SH
6 UNION PAC CORP UNP 907818108 $9.7M 7.85% 39,858 SH
7 DISNEY WALT CO COM DIS 254687106 $8.2M 6.65% 84,991 SH
8 ISHARES TR IFXAF 7421779RP $8.1M 6.54% 7,387 SH
9 CHEMED CORP NEW CHE 16359R103 $7.9M 6.40% 20,865 SH
10 WD 40 CO COM WDFC 929236107 $7.5M 6.13% 37,004 SH
11 AIRBNB INC ABNB 009066101 $3.6M 2.91% 28,427 SH
12 DIAGEO PLC DEO 25243Q205 $2.6M 2.09% 34,599 SH
13 ISHARES TR IFXAF 8512889OK $434.5K 0.35% 5,235 SH
14 PINTEREST INC PINS 8137179KE $313.0K 0.25% 564 SH
15 PAYPAL HLDGS INC 8139259CA $236.4K 0.19% 268 SH
16 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $958 0.00% 2 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $123.2M 16 0001630709-26-000002
2025-12-31 2026-02-13 $109.2M 15 0001630709-26-000001
2025-09-30 2025-11-14 $109.8M 12 0001630709-25-000006