Drh Investments, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$123.2M
Q ending 2026-03-31
Prior quarter
$109.2M
Q ending 2025-12-31
Change
+12.8% QoQ · +44.1% YoY
Positions
16
reported holdings
Largest positions
All 16 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Caterpillar Inc Com | CAT | Shares | $21.5M | 30K |
| Alphabet Inc | GOOG | Shares | $16.6M | 58K |
| Csx Corp | CSX | Shares | $12.4M | 302K |
| General Dynamics Corp | GD | Shares | $12.1M | 35K |
| Hershey Company Com Usd1.00 | HSY | Shares | $12.1M | 58K |
| Union Pac Corp | UNP | Shares | $9.7M | 40K |
| Disney Walt Co Com | DIS | Shares | $8.2M | 85K |
| Ishares Tr | Shares | $8.1M | 7K | |
| Chemed Corp New | CHE | Shares | $7.9M | 21K |
| Wd 40 Co Com | WDFC | Shares | $7.5M | 37K |
| Airbnb Inc | ABNB | Shares | $3.6M | 28K |
| Diageo Plc | DEO | Shares | $2.6M | 35K |
| Ishares Tr | Shares | $435K | 5K | |
| Pinterest Inc | Shares | $313K | 564 | |
| Paypal Hldgs Inc | Shares | $236K | 268 | |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $958 | 2 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.