Drh Investments, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 11Value: $85.5MLatest: 2025Q1

DRH Investments, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 11 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABNB",
  "GD",
  "UNP",
  "HSY",
  "KR",
  "DEO",
  "BRK-B",
  "CHE",
  "CSX",
  "DIS",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 11
Total Value: 85463214
Accession Number: 0001630709-25-000002
Form Type: 13F-HR
CIK: drh-investments
Manager Name: Drh-Investments

Data Enrichment

100% identified

11 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

11 positions • $85.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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HERSHEY CO

HSY|427866108

Shares:55.5K

Value:$9.5M

% of Portfolio:11.1% ($9.5M/$85.5M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:33.9K

Value:$9.2M

% of Portfolio:10.8% ($9.2M/$85.5M)

CHEMED CORP

CHE|16359R103

Shares:14.8K

Value:$9.1M

% of Portfolio:10.7% ($9.1M/$85.5M)

UNION PACIFIC CORP

UNP|907818108

Shares:36.3K

Value:$8.6M

% of Portfolio:10.0% ($8.6M/$85.5M)

CSX CORP

CSX|126408103

Shares:287.5K

Value:$8.5M

% of Portfolio:9.9% ($8.5M/$85.5M)

KROGER CO

KR|501044101

Shares:123.7K

Value:$8.4M

% of Portfolio:9.8% ($8.4M/$85.5M)

Alphabet Inc.

GOOG|02079K107

Shares:53.5K

Value:$8.4M

% of Portfolio:9.8% ($8.4M/$85.5M)

Walt Disney Co

DIS|254687106

Shares:82.7K

Value:$8.2M

% of Portfolio:9.5% ($8.2M/$85.5M)

DIAGEO PLC

DEO|25243Q205

Shares:75.3K

Value:$7.9M

% of Portfolio:9.2% ($7.9M/$85.5M)

Airbnb, Inc.

ABNB|009066101

Shares:65.2K

Value:$7.8M

% of Portfolio:9.1% ($7.8M/$85.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3

Value:$1.6K

% of Portfolio:0.0% ($1.6K/$85.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HERSHEY CO(HSYcusip427866108)	55.5K	QoQ +13.82% (+6.7K) YoY -2.63% (-1.5K)	All Managers (Combined)	$9.5M	11.1% ($9.5M/$85.5M)	QoQ +14.95% (+$1.2M) YoY -14.38% (-$1.6M)
GENERAL DYNAMICS CORP(GDcusip369550108)	33.9K	QoQ +2.46% (+815) YoY -41.97% (-24.5K)	All Managers (Combined)	$9.2M	10.8% ($9.2M/$85.5M)	QoQ +6.00% (+$522.6K) YoY -44.00% (-$7.3M)
CHEMED CORP(CHEcusip16359R103)	14.8K	QoQ NEW(+14.8K) YoY NEW(+14.8K)	All Managers (Combined)	$9.1M	10.7% ($9.1M/$85.5M)	QoQ NEW(+$9.1M) YoY NEW(+$9.1M)
UNION PACIFIC CORP(UNPcusip907818108)	36.3K	QoQ -10.18% (-4.1K) YoY -33.68% (-18.4K)	All Managers (Combined)	$8.6M	10.0% ($8.6M/$85.5M)	QoQ -6.95% (-$640.6K) YoY -36.29% (-$4.9M)
CSX CORP(CSXcusip126408103)	287.5K	QoQ +9.58% (-25.2K) YoY -21.35% (-78.1K)	All Managers (Combined)	$8.5M	9.9% ($8.5M/$85.5M)	QoQ -0.05% (-$4.7K) YoY -37.56% (-$5.1M)
KROGER CO(KRcusip501044101)	123.7K	QoQ -17.65% (-26.5K) YoY -55.59% (-154.9K)	All Managers (Combined)	$8.4M	9.8% ($8.4M/$85.5M)	QoQ -8.85% (-$813.0K) YoY -47.39% (-$7.5M)
Alphabet Inc.(GOOGcusip02079K107)	53.5K	QoQ -33.67% (-27.2K) YoY -48.32% (-50.0K)	All Managers (Combined)	$8.4M	9.8% ($8.4M/$85.5M)	QoQ -45.58% (-$7.0M) YoY -46.97% (-$7.4M)
Walt Disney Co(DIScusip254687106)	82.7K	QoQ -7.23% (-6.5K) YoY -20.25% (-21.0K)	All Managers (Combined)	$8.2M	9.5% ($8.2M/$85.5M)	QoQ -17.77% (-$1.8M) YoY -35.67% (-$4.5M)
DIAGEO PLC(DEOcusip25243Q205)	75.3K	QoQ +1.55% (-1.2K) YoY +250.11% (+53.8K)	All Managers (Combined)	$7.9M	9.2% ($7.9M/$85.5M)	QoQ -16.29% (-$1.5M) YoY +146.66% (+$4.7M)
Airbnb, Inc.(ABNBcusip009066101)	65.2K	QoQ +1.65% (-1.1K) YoY NEW(+65.2K)	All Managers (Combined)	$7.8M	9.1% ($7.8M/$85.5M)	QoQ -7.58% (-$638.9K) YoY NEW(+$7.8M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$1.6K	0.0% ($1.6K/$85.5M)	QoQ +17.50% (+$238) YoY +26.72% (+$337)