Latest DRH Investments, Inc. Stock Portfolio
DRH Investments, Inc. Performance:
2025 Q3: 7.46%YTD: 5.33%2024: 8.46%
Performance for 2025 Q3 is 7.46%, and YTD is 5.33%, and 2024 is 8.46%.
About DRH Investments, Inc. and 13F Hedge Fund Stock Holdings
DRH Investments, Inc. is a hedge fund based in LOS ANGELES, CA. On 31-Mar-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $190 Millions. In it's latest 13F Holdings report, DRH Investments, Inc. reported an equity portfolio of $109.8 Millions as of 30 Sep, 2025.
The top stock holdings of DRH Investments, Inc. are CAT, GOOG, GD. The fund has invested 13.2% of it's portfolio in CATERPILLAR INC COM and 12.7% of portfolio in ALPHABET INC.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, DIAGEO PLC (DEO) and HERSHEY COMPANY COM USD1.00 (HSY). DRH Investments, Inc. opened new stock positions in SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to CHEMED CORP NEW (CHE), AIRBNB INC (ABNB) and UNION PAC CORP (UNP).
The top stock holdings of DRH Investments, Inc. are CAT, GOOG, GD. The fund has invested 13.2% of it's portfolio in CATERPILLAR INC COM and 12.7% of portfolio in ALPHABET INC.
They significantly reduced their stock positions in BERKSHIRE HATHAWAY INC DEL, DIAGEO PLC (DEO) and HERSHEY COMPANY COM USD1.00 (HSY). DRH Investments, Inc. opened new stock positions in SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to CHEMED CORP NEW (CHE), AIRBNB INC (ABNB) and UNION PAC CORP (UNP).
DRH Investments, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that DRH Investments, Inc. made a return of 7.46% in the last quarter. In trailing 12 months, it's portfolio return was 3.86%.
New Buys
| Ticker | $ Bought |
|---|---|
| spdr gold tr | 270,157 |
New stocks bought by DRH Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| chemed corp new | 35.48 |
| airbnb inc | 28.83 |
| union pac corp | 2.69 |
| disney walt co com | 0.56 |
| alphabet inc | 0.3 |
| csx corp | 0.27 |
| caterpillar inc com | 0.07 |
Additions to existing portfolio by DRH Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| berkshire hathaway inc del | -33.33 |
| diageo plc | -1.76 |
| hershey company com usd1.00 | -1.48 |
| general dynamics corp | -0.73 |
DRH Investments, Inc. reduced stake in above stock
Sold off
Sector Distribution
DRH Investments, Inc. has about 42.4% of it's holdings in Industrials sector.
| Sector | % |
|---|---|
| Industrials | 42.4 |
| Communication Services | 22.1 |
| Consumer Cyclical | 10.1 |
| Consumer Defensive | 9.8 |
| Healthcare | 8.6 |
| Others | 7.1 |
Market Cap. Distribution
DRH Investments, Inc. has about 84.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 71.7 |
| MEGA-CAP | 12.7 |
| MID-CAP | 8.6 |
| UNALLOCATED | 7.1 |
Stocks belong to which Index?
About 84.4% of the stocks held by DRH Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 84.4 |
| Others | 15.6 |
DRH Investments, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of DRH Investments, Inc.
DRH Investments, Inc. has 12 stocks in it's portfolio. ABNB proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for DRH Investments, Inc. last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABNB | airbnb inc | 10.09 | 91,272 | 11,082,200 | added | 28.83 | ||
| CAT | caterpillar inc com | 13.22 | 30,434 | 14,521,600 | added | 0.07 | ||
| CHE | chemed corp new | 8.55 | 20,975 | 9,391,450 | added | 35.48 | ||
| CSX | csx corp | 9.73 | 300,907 | 10,685,200 | added | 0.27 | ||
| DEO | diageo plc | 6.82 | 78,504 | 7,491,600 | reduced | -1.76 | ||
| DIS | disney walt co com | 9.38 | 90,027 | 10,308,100 | added | 0.56 | ||
| GD | general dynamics corp | 10.93 | 35,193 | 12,000,900 | reduced | -0.73 | ||
| GLD | spdr gold tr | 0.25 | 760 | 270,157 | new | |||
| GOOG | alphabet inc | 12.70 | 57,284 | 13,951,400 | added | 0.3 | ||
| HSY | hershey company com usd1.00 | 9.84 | 58,004 | 10,809,500 | reduced | -1.48 | ||
| UNP | union pac corp | 8.49 | 39,446 | 9,323,800 | added | 2.69 | ||
| berkshire hathaway inc del | 0.00 | 2.00 | 1,005 | reduced | -33.33 | |||