DRH Investments, Inc.: 13F holdings
CIK 16307092026Q2
| Positions | 20 |
|---|
| Reported value | $126.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 20 (+4 vs prior quarter) |
|---|
| Reported value | $126.3m (+2.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CAT CATERPILLAR INC COM | 23,767 | $25.3m | 20.0% |
| GOOG ALPHABET INC | 57,312 | $20.3m | 16.0% |
| CSX CSX CORP | 300,544 | $14.3m | 11.3% |
| GD GENERAL DYNAMICS CORP | 35,370 | $12.5m | 9.9% |
| UNP UNION PAC CORP | 38,364 | $10.4m | 8.3% |
| HSY HERSHEY COMPANY COM USD1.00 | 55,700 | $9.8m | 7.7% |
| DIS DISNEY WALT CO COM | 90,715 | $8.7m | 6.9% |
| CHE CHEMED CORP NEW | 18,616 | $8.7m | 6.9% |
| WDFC WD 40 CO COM | 34,157 | $8.3m | 6.6% |
| ABNB AIRBNB INC | 35,431 | $5.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1630709")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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