Latest DRH Investments, Inc. Stock Portfolio

$126Million | No. of Holdings #17

DRH Investments, Inc. Performance

2026 Q2+16.18%

YTD+19.77%

2025+11.22%

About DRH Investments, Inc. and 13F Hedge Fund Stock Holdings

DRH Investments, Inc. is a hedge fund based in Los Angeles, CA. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, DRH Investments, Inc. reported an equity portfolio of $126.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of DRH Investments, Inc. are CAT, GOOG, CSX. The fund has invested 20% of it's portfolio in CATERPILLAR INC COM and 16% of portfolio in ALPHABET INC. <br><br> They significantly reduced their stock positions in DIAGEO PLC (DEO), CATERPILLAR INC COM (CAT) and CHEMED CORP NEW (CHE). DRH Investments, Inc. opened new stock positions in ADOBE INC COM (ADBE), AUTODESK INC (ADSK) and INTUIT INC (INTU). The fund showed a lot of confidence in some stocks as they added substantially to AIRBNB INC (ABNB) and DISNEY WALT CO COM (DIS).

DRH Investments, Inc. Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$126Million

as of Aug 14, 2026

DRH Investments, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that DRH Investments, Inc. made a return of 16.18% in the last quarter. In trailing 12 months, it's portfolio return was 35.91%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	318,176
adobe inc com	310,195
autodesk inc	309,322
intuit inc	306,414
salesforce inc com	302,197
ishares silver tr	160,600
space exploration techn corp	18,795

New stocks bought by DRH Investments, Inc.

Additions

Ticker	% Inc.
airbnb inc	24.64
disney walt co com	6.73

Additions to existing portfolio by DRH Investments, Inc.

Reductions

Ticker	% Reduced
diageo plc	-66.46
caterpillar inc com	-21.56
chemed corp new	-10.78
wd 40 co com	-7.69
hershey company com usd1.00	-4.6
union pac corp	-3.75
alphabet inc	-0.68
csx corp	-0.43

DRH Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-434,505
pinterest inc	-313,020
paypal hldgs inc	-236,376

DRH Investments, Inc. got rid off the above stocks

Sector Distribution

DRH Investments, Inc. has about 49.8% of it's holdings in Industrials sector.

Industrials
Communication Services
Consumer Defensive
Healthcare
Basic Materials
Consumer Cyclical

Sector	%
Industrials	49.8
Communication Services	23.1
Consumer Defensive	7.8
Healthcare	6.9
Basic Materials	6.6
Consumer Cyclical	4

Market Cap. Distribution

DRH Investments, Inc. has about 85.7% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MEGA-CAP
MID-CAP

Category	%
LARGE-CAP	49.4
MEGA-CAP	36.3
MID-CAP	13.5

Stocks belong to which Index?

About 92.3% of the stocks held by DRH Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

S&P 500
Others
RUSSELL 2000

Index	%
S&P 500	85.7
Others	7.7
RUSSELL 2000	6.6

Top 5 Winners (%)		%
CAT	caterpillar inc com	44.9 %
GOOG	alphabet inc	23.1 %
CHE	chemed corp new	22.0 %
WDFC	wd 40 co com	18.7 %
CSX	csx corp	15.8 %

Top 5 Winners ($)		$
CAT	caterpillar inc com	9.6 M
GOOG	alphabet inc	3.8 M
CSX	csx corp	2.0 M
CHE	chemed corp new	1.7 M
WDFC	wd 40 co com	1.4 M

Top 5 Losers (%)		%
HSY	hershey company com usd1.00	-15.3 %
DIS	disney walt co com	-0.1 %

Top 5 Losers ($)		$
HSY	hershey company com usd1.00	-1.9 M
DIS	disney walt co com	0.0 M

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 17 stocks in it's portfolio. About 97.7% of the portfolio is in top 10 stocks. HSY proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for DRH Investments, Inc. last quarter.

$126.33MTotal Value

23.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of DRH Investments, Inc., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
ABNB Airbnb Inc Airbnb IncABNB DRH Investments, Inc.'s holding in Airbnb Inc over time	4.01%	35,431	$5.07M 4.01%	increased 24.64 percentadded

ADBE Adobe Inc Com Adobe Inc ComADBE DRH Investments, Inc.'s holding in Adobe Inc Com over time	0.25%	1,513	$310.2K 0.25%	new position

ADSK Autodesk Inc Autodesk IncADSK DRH Investments, Inc.'s holding in Autodesk Inc over time	0.24%	1,591	$309.3K 0.24%	new position

CAT Caterpillar Inc Com Caterpillar Inc ComCAT DRH Investments, Inc.'s holding in Caterpillar Inc Com over time	20.04%	23,767	$25.31M 20.04%	decreased 21.56 percentreduced

CHE Chemed Corp New Chemed Corp NewCHE DRH Investments, Inc.'s holding in Chemed Corp New over time	6.86%	18,616	$8.67M 6.86%	decreased 10.78 percentreduced

CRM Salesforce Inc Com Salesforce Inc ComCRM DRH Investments, Inc.'s holding in Salesforce Inc Com over time	0.24%	1,929	$302.2K 0.24%	new position

CSX Csx Corp Csx CorpCSX DRH Investments, Inc.'s holding in Csx Corp over time	11.31%	300,544	$14.28M 11.31%	decreased 0.43 percentreduced

DEO Diageo Plc Diageo Plc DEO DRH Investments, Inc.'s holding in Diageo Plc over time	0.74%	11,603	$932.6K 0.74%	decreased 66.46 percentreduced

DIS Disney Walt Co Com Disney Walt Co ComDIS DRH Investments, Inc.'s holding in Disney Walt Co Com over time	6.91%	90,715	$8.73M 6.91%	increased 6.73 percentadded

GD General Dynamics Corp General Dynamics CorpGD DRH Investments, Inc.'s holding in General Dynamics Corp over time	9.92%	35,370	$12.53M 9.92%	decreased 0.05 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG DRH Investments, Inc.'s holding in Alphabet Inc over time	16.03%	57,312	$20.25M 16.03%	decreased 0.68 percentreduced

HSY Hershey Company Com Usd1.00 Hershey Company Com Usd1.00HSY DRH Investments, Inc.'s holding in Hershey Company Com Usd1.00 over time	7.74%	55,700	$9.77M 7.74%	decreased 4.6 percentreduced

INTU Intuit Inc Intuit IncINTU DRH Investments, Inc.'s holding in Intuit Inc over time	0.24%	1,174	$306.4K 0.24%	new position

UNP Union Pac Corp Union Pac CorpUNP DRH Investments, Inc.'s holding in Union Pac Corp over time	8.26%	38,364	$10.44M 8.26%	decreased 3.75 percentreduced

WDFC Wd 40 Co Com Wd 40 Co ComWDFC DRH Investments, Inc.'s holding in Wd 40 Co Com over time	6.59%	34,157	$8.32M 6.59%	decreased 7.69 percentreduced

Call Ishares Tr Ishares Tr DRH Investments, Inc.'s holding in Ishares Tr over time	0.25%	5,216	$318.2K 0.25%	new position

Call Ishares Tr Ishares Tr DRH Investments, Inc.'s holding in Ishares Tr over time	0.23%	7,359	$294.4K 0.23%	decreased 0.38 percentreduced

Call Ishares Silver Tr Ishares Silver Tr DRH Investments, Inc.'s holding in Ishares Silver Tr over time	0.13%	1,606	$160.6K 0.13%	new position

Class A Com Stk Space Exploration Techn Corp Space Exploration Techn Corp DRH Investments, Inc.'s holding in Space Exploration Techn Corp over time	0.01%	110	$18.8K 0.01%	new position

Cl B New Berkshire Hathaway Inc Del Berkshire Hathaway Inc Del DRH Investments, Inc.'s holding in Berkshire Hathaway Inc Del over time	0%	2.00	$1.0K 0%	unchanged 0 percentunchanged