Latest DRH Investments, Inc. Stock Portfolio
$123Million | No. of Holdings #12
DRH Investments, Inc. Performance
2026 Q1+3.09%
YTD+3.09%
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 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, DRH Investments, Inc. reported an equity portfolio of $123.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of DRH Investments, Inc. are CAT, GOOG, CSX. The fund has invested 17.4% of it's portfolio in CATERPILLAR INC COM and 13.4% of portfolio in ALPHABET INC. <br><br> They significantly reduced their stock positions in AIRBNB INC (ABNB), DISNEY WALT CO COM (DIS) and HERSHEY COMPANY COM USD1.00 (HSY). The fund showed a lot of confidence in some stocks as they added substantially to DIAGEO PLC (DEO), CHEMED CORP NEW (CHE) and UNION PAC CORP (UNP).
DRH Investments, Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026
$123Million
as of May 15, 2026DRH Investments, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that DRH Investments, Inc. made a return of 3.09% in the last quarter. In trailing 12 months, it's portfolio return was 20.8%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 434,505 |
| pinterest inc | 313,020 |
| paypal hldgs inc | 236,376 |
New stocks bought by DRH Investments, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| diageo plc | 234 |
| chemed corp new | 8.93 |
| union pac corp | 0.65 |
| csx corp | 0.45 |
| general dynamics corp | 0.36 |
| wd 40 co com | 0.3 |
Additions to existing portfolio by DRH Investments, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| airbnb inc | -2.15 |
| disney walt co com | -0.92 |
| hershey company com usd1.00 | -0.12 |
| ishares tr | -0.12 |
| caterpillar inc com | -0.08 |
| alphabet inc | -0.03 |
DRH Investments, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr s&p 500 etf tr | -26,360 |
| spdr s&p 500 etf tr | -88,306 |
DRH Investments, Inc. got rid off the above stocks
Sector Distribution
DRH Investments, Inc. has about 48.8% of it's holdings in Industrials sector.
- Industrials
- Communication Services
- Consumer Defensive
- Healthcare
- Basic Materials
- Consumer Cyclical
- Others
| Sector | % |
|---|---|
| Industrials | 48.8 |
| Communication Services | 21.7 |
| Consumer Defensive | 10.6 |
| Healthcare | 6.9 |
| Basic Materials | 6.6 |
| Consumer Cyclical | 3.1 |
| Others | 2.3 |
Market Cap. Distribution
DRH Investments, Inc. has about 84.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- LARGE-CAP
- MEGA-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| LARGE-CAP | 50.9 |
| MEGA-CAP | 33.3 |
| MID-CAP | 13.5 |
| UNALLOCATED | 2.3 |
Stocks belong to which Index?
About 90.8% 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 | 84.2 |
| Others | 9.2 |
| RUSSELL 2000 | 6.6 |
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. GOOG proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for DRH Investments, Inc. last quarter.
$123.19MTotal Value
18.00Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Airbnb Inc Airbnb IncABNB DRH Investments, Inc.'s holding in Airbnb Inc over time | 2.91% | 28,427 | $3.59M 2.91% | 2.15%decreased 2.15 percentreduced | |
 Caterpillar Inc Com DRH Investments, Inc.'s holding in Caterpillar Inc Com over time | 17.42% | 30,299 | $21.47M 17.42% | 0.08%decreased 0.08 percentreduced | |
 Chemed Corp New DRH Investments, Inc.'s holding in Chemed Corp New over time | 6.4% | 20,865 | $7.88M 6.4% | 8.93%increased 8.93 percentadded | |
| 10.06% | 301,844 | $12.39M 10.06% | 0.45%increased 0.45 percentadded | ||
 DEO Diageo PlcDiageo PlcDEO | 2.09% | 34,599 | $2.58M 2.09% | 234.55%increased 234.55 percentadded | |
 Disney Walt Co Com DRH Investments, Inc.'s holding in Disney Walt Co Com over time | 6.65% | 84,991 | $8.19M 6.65% | 0.92%decreased 0.92 percentreduced | |
 General Dynamics Corp DRH Investments, Inc.'s holding in General Dynamics Corp over time | 9.86% | 35,389 | $12.15M 9.86% | 0.36%increased 0.36 percentadded | |
 Alphabet Inc Alphabet IncGOOG DRH Investments, Inc.'s holding in Alphabet Inc over time | 13.44% | 57,702 | $16.55M 13.44% | 0.03%decreased 0.03 percentreduced | |
 Hershey Company Com Usd1.00 DRH Investments, Inc.'s holding in Hershey Company Com Usd1.00 over time | 9.85% | 58,388 | $12.14M 9.85% | 0.12%decreased 0.12 percentreduced | |
 Union Pac Corp DRH Investments, Inc.'s holding in Union Pac Corp over time | 7.85% | 39,858 | $9.67M 7.85% | 0.65%increased 0.65 percentadded | |
 Wd 40 Co Com Wd 40 Co ComWDFC DRH Investments, Inc.'s holding in Wd 40 Co Com over time | 6.13% | 37,004 | $7.55M 6.13% | 0.3%increased 0.3 percentadded | |
Call Ishares Tr Ishares Tr | 6.54% | 7,387 | $8.06M 6.54% | 0.12%decreased 0.12 percentreduced | |
Call Ishares Tr Ishares Tr | 0.35% | 5,235 | $434.5K 0.35% | Newnew position | |
Call Pinterest Inc Pinterest Inc | 0.25% | 564 | $313.0K 0.25% | Newnew position | |
Call Paypal Hldgs Inc Paypal Hldgs Inc | 0.19% | 268 | $236.4K 0.19% | Newnew position | |
Cl B New Berkshire Hathaway Inc DelBerkshire Hathaway Inc Del | 0% | 2.00 | $958 0% | 0%unchanged 0 percentunchanged | |
Put Spdr S&P 500 Etf Tr Spdr S&P 500 Etf Tr | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Put Spdr S&P 500 Etf Tr Spdr S&P 500 Etf Tr | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
