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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%
Performance for 2026 Q1 is 3.09%, and YTD is 3.09%, and 2025 is 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.

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.

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

DRH 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 plc234
chemed corp new8.93
union pac corp0.65
csx corp0.45
general dynamics corp0.36
wd 40 co com0.3
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%
Industrials48.8
Communication Services21.7
Consumer Defensive10.6
Healthcare6.9
Basic Materials6.6
Consumer Cyclical3.1
Others2.3

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-CAP50.9
MEGA-CAP33.3
MID-CAP13.5
UNALLOCATED2.3

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 50084.2
Others9.2
RUSSELL 20006.6
Top 5 Winners (%)%
CAT
caterpillar inc com
23.7 %
HSY
hershey company com usd1.00
14.2 %
CSX
csx corp
13.2 %
UNP
union pac corp
4.9 %
WDFC
wd 40 co com
3.6 %
Top 5 Winners ($)$
CAT
caterpillar inc com
4.1 M
HSY
hershey company com usd1.00
1.5 M
CSX
csx corp
1.4 M
UNP
union pac corp
0.4 M
WDFC
wd 40 co com
0.3 M
Top 5 Losers (%)%
DIS
disney walt co com
-15.2 %
CHE
chemed corp new
-11.3 %
DEO
diageo plc
-9.3 %
GOOG
alphabet inc
-8.6 %
ABNB
airbnb inc
-6.9 %
Top 5 Losers ($)$
GOOG
alphabet inc
-1.6 M
DIS
disney walt co com
-1.5 M
CHE
chemed corp new
-1.0 M
ABNB
airbnb inc
-0.3 M
DEO
diageo plc
-0.3 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. GOOG proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for DRH Investments, Inc. last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions