Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

DRH Investments, Inc. 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Name: DRH Investments, Inc. 13F Holdings (2026-06-30)
Creator: ko.io

DRH Investments, Inc. (CIK 1630709) reported $126.3M across 17 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CAT ($25.3M, 20.03%), GOOG ($20.3M, 16.03%), CSX ($14.3M, 11.31%), GD ($12.5M, 9.92%), UNP ($10.4M, 8.26%). Source: SEC Form 13F.

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	ADBE	ADOBE INC COM	$310,195	0.25%	1,513	New
13		ISHARES TR	$318,176	0.25%	5,216	New
14	ADSK	AUTODESK INC	$309,322	0.24%	1,591	New
15	INTU	INTUIT INC	$306,414	0.24%	1,174	New
16	CRM	SALESFORCE INC COM	$302,197	0.24%	1,929	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	BRKB	BERKSHIRE HATHAWAY INC DEL	$1,001	0.00%	2	Hold
21		PINTEREST INC	$0	0.00%	0	Exited
22		PAYPAL HLDGS INC	$0	0.00%	0	Exited
23		ISHARES TR	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2026-06-30