Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
DRH Investments, Inc. (CIK 1630709) reported $123.2M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($21.5M, 17.42%), GOOG ($16.6M, 13.44%), CSX ($12.4M, 10.06%), GD ($12.1M, 9.86%), HSY ($12.1M, 9.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC COM | $21.5M | 17.42% | 30,299 | Trimmed |
| 2 | GOOG | ALPHABET INC | $16.6M | 13.44% | 57,702 | Trimmed |
| 3 | CSX | CSX CORP | $12.4M | 10.06% | 301,844 | Added |
| 4 | GD | GENERAL DYNAMICS CORP | $12.1M | 9.86% | 35,389 | Added |
| 5 | HSY | HERSHEY COMPANY COM USD1.00 | $12.1M | 9.85% | 58,388 | Trimmed |
| 6 | UNP | UNION PAC CORP | $9.7M | 7.85% | 39,858 | Added |
| 7 | DIS | DISNEY WALT CO COM | $8.2M | 6.65% | 84,991 | Trimmed |
| 8 | ISHARES TR | $8.1M | 6.54% | 7,387 | Trimmed | |
| 9 | CHE | CHEMED CORP NEW | $7.9M | 6.40% | 20,865 | Added |
| 10 | WDFC | WD 40 CO COM | $7.5M | 6.13% | 37,004 | Added |
| 11 | ABNB | AIRBNB INC | $3.6M | 2.91% | 28,427 | Trimmed |
| 12 | DEO | DIAGEO PLC | $2.6M | 2.09% | 34,599 | Added |
| 13 | ISHARES TR | $434,505 | 0.35% | 5,235 | New | |
| 14 | PINTEREST INC | $313,020 | 0.25% | 564 | New | |
| 15 | PAYPAL HLDGS INC | $236,376 | 0.19% | 268 | New | |
| 16 | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited | |
| 17 | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | Exited | |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $958 | 0.00% | 2 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31