Latest DRH Investments, Inc. Stock Portfolio

DRH Investments, Inc. Performance:

2025 Q4: 5.6%YTD: 11.22%2024: 8.46%

Performance for 2025 Q4 is 5.6%, and YTD is 11.22%, 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 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, DRH Investments, Inc. reported an equity portfolio of $109.2 Millions as of 31 Dec, 2025.

The top stock holdings of DRH Investments, Inc. are GOOG, CAT, GD. The fund has invested 16.6% of it's portfolio in ALPHABET INC and 15.9% of portfolio in CATERPILLAR INC COM.

The fund managers got completely rid off SPDR GOLD TR (GLD) stocks. They significantly reduced their stock positions in DIAGEO PLC (DEO), AIRBNB INC (ABNB) and CHEMED CORP NEW (CHE). DRH Investments, Inc. opened new stock positions in WD 40 CO COM (WDFC). The fund showed a lot of confidence in some stocks as they added substantially to HERSHEY COMPANY COM USD1.00 (HSY), ALPHABET INC (GOOG) 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 5.6% in the last quarter. In trailing 12 months, it's portfolio return was 11.22%.

Performance
S&P 500

New Buys

Ticker	$ Bought
wd 40 co com	7,264,430
ishares tr	983,668
spdr s&p 500 etf tr	88,306
spdr s&p 500 etf tr	26,360

New stocks bought by DRH Investments, Inc.

Additions

Ticker	% Inc.
hershey company com usd1.00	0.79
alphabet inc	0.76
union pac corp	0.39
general dynamics corp	0.2

Additions to existing portfolio by DRH Investments, Inc.

Reductions

Ticker	% Reduced
diageo plc	-86.83
airbnb inc	-68.17
chemed corp new	-8.68
disney walt co com	-4.72
caterpillar inc com	-0.36
csx corp	-0.14

DRH Investments, Inc. reduced stake in above stock

Sold off

Ticker	$ Sold
spdr gold tr	-270,157

DRH Investments, Inc. got rid off the above stocks

Sector Distribution

DRH Investments, Inc. has about 45.6% of it's holdings in Industrials sector.

Sector	%
Industrials	45.6
Communication Services	25.8
Consumer Defensive	9.8
Healthcare	7.6
Basic Materials	6.7
Consumer Cyclical	3.6

Market Cap. Distribution

DRH Investments, Inc. has about 84.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	52
MEGA-CAP	32.8
MID-CAP	14.3

Stocks belong to which Index?

About 91.6% of the stocks held by DRH Investments, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	84.9
Others	8.4
RUSSELL 2000	6.7

Top 5 Winners (%)		%
GOOG	alphabet inc	28.7 %
CAT	caterpillar inc com	20.0 %
ABNB	airbnb inc	7.8 %
CSX	csx corp	2.1 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.0 M
CAT	caterpillar inc com	2.9 M
ABNB	airbnb inc	0.9 M
CSX	csx corp	0.2 M

Top 5 Losers (%)		%
DEO	diageo plc	-5.4 %
CHE	chemed corp new	-4.3 %
HSY	hershey company com usd1.00	-2.3 %
UNP	union pac corp	-2.1 %
GD	general dynamics corp	-1.3 %

Top 5 Losers ($)		$
DEO	diageo plc	-0.4 M
CHE	chemed corp new	-0.4 M
HSY	hershey company com usd1.00	-0.3 M
UNP	union pac corp	-0.2 M
GD	general dynamics corp	-0.2 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 12 stocks in it's portfolio. DEO 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: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
ABNB	airbnb inc	3.61	29,053	3,943,070	reduced	-68.17

CAT	caterpillar inc com	15.91	30,324	17,371,700	reduced	-0.36

CHE	chemed corp new	7.50	19,155	8,195,660	reduced	-8.68

CSX	csx corp	9.97	300,496	10,893,000	reduced	-0.14

DEO	diageo plc	0.82	10,342	892,204	reduced	-86.83

DIS	disney walt co com	8.94	85,776	9,758,740	reduced	-4.72

GD	general dynamics corp	10.87	35,262	11,871,300	added	0.2

GLD	spdr gold tr	0.00	0.00	0.00	sold off	-100

GOOG	alphabet inc	16.59	57,719	18,112,200	added	0.76

HSY	hershey company com usd1.00	9.74	58,460	10,638,600	added	0.79

UNP	union pac corp	8.39	39,599	9,160,040	added	0.39

WDFC	wd 40 co com	6.65	36,894	7,264,430	new

	ishares tr	0.90	7,396	983,668	new

	spdr s&p 500 etf tr	0.08	1,318	88,306	new

	spdr s&p 500 etf tr	0.02	1,318	26,360	new

	berkshire hathaway inc del	0.00	2.00	1,005	unchanged	0.00