DRH Investments, Inc. 13F Holdings · Q2 2026
DRH Investments, Inc. reported 17 securities worth $126.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CAT (20.03%), GOOG (16.03%), CSX (11.31%). Among its top 25 positions this quarter: 7 new, 2 added, 10 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC COM | $25.3M | 20.03% | 23,767 | Trimmed |
| 2 | GOOG | ALPHABET INC | $20.3M | 16.03% | 57,312 | Trimmed |
| 3 | CSX | CSX CORP | $14.3M | 11.31% | 300,544 | Trimmed |
| 4 | GD | GENERAL DYNAMICS CORP | $12.5M | 9.92% | 35,370 | Trimmed |
| 5 | UNP | UNION PAC CORP | $10.4M | 8.26% | 38,364 | Trimmed |
| 6 | HSY | HERSHEY COMPANY COM USD1.00 | $9.8M | 7.74% | 55,700 | Trimmed |
| 7 | DIS | DISNEY WALT CO COM | $8.7M | 6.91% | 90,715 | Added |
| 8 | CHE | CHEMED CORP NEW | $8.7M | 6.86% | 18,616 | Trimmed |
| 9 | WDFC | WD 40 CO COM | $8.3M | 6.59% | 34,157 | Trimmed |
| 10 | ABNB | AIRBNB INC | $5.1M | 4.01% | 35,431 | Added |
| 11 | DEO | DIAGEO PLC | $932,649 | 0.74% | 11,603 | Trimmed |
| 12 | ISHARES TR | $318,176 | 0.25% | 5,216 | New | |
| 13 | ADBE | ADOBE INC COM | $310,195 | 0.25% | 1,513 | New |
| 14 | ADSK | AUTODESK INC | $309,322 | 0.24% | 1,591 | New |
| 15 | CRM | SALESFORCE INC COM | $302,197 | 0.24% | 1,929 | New |
| 16 | INTU | INTUIT INC | $306,414 | 0.24% | 1,174 | New |
| 17 | ISHARES TR | $294,360 | 0.23% | 7,359 | Trimmed | |
| 18 | ISHARES SILVER TR | $160,600 | 0.13% | 1,606 | New | |
| 19 | SPCX | SPACE EXPLORATION TECHN CORP | $18,795 | 0.01% | 110 | New |
| 20 | ISHARES TR | $0 | 0.00% | 0 | Exited | |
| 21 | PAYPAL HLDGS INC | $0 | 0.00% | 0 | Exited | |
| 22 | PINTEREST INC | $0 | 0.00% | 0 | Exited | |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1,001 | 0.00% | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR