Q3 2025 · 13F-HR
DRH Investments, Inc.holdings as filed
Filed 2025-11-14 · accession 0001630709-25-000006
$109.8M
Reported value
12
Positions
2025-09-30
Period end
The Brief · DRH Investments, Inc. · Q3 2025
AI · grounded in 13F
DRH Investments, Inc. increased its position in CHE by 35.48%. The fund also accumulated shares of ABNB by 28.83% and GOOG by 29.59%. Conversely, the fund trimmed its holding in BRK/B by 33.33%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 149123101 | CAT | CATERPILLAR INC COM | $14.5M | 13.2% | 30,434 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $14.0M | 12.7% | 57,284 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $12.0M | 10.9% | 35,193 | Common | SOLE |
| 009066101 | ABNB | AIRBNB INC | $11.1M | 10.1% | 91,272 | Common | SOLE |
| 427866108 | HSY | HERSHEY COMPANY COM USD1.00 | $10.8M | 9.84% | 58,004 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $10.7M | 9.73% | 300,907 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO COM | $10.3M | 9.38% | 90,027 | Common | SOLE |
| 16359R103 | CHE | CHEMED CORP NEW | $9.4M | 8.55% | 20,975 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $9.3M | 8.49% | 39,446 | Common | SOLE |
| 25243Q205 | DEO | DIAGEO PLC | $7.5M | 6.82% | 78,504 | Common | SOLE |
| 78463V107 | GLD | SPDR GOLD TR | $270,157 | 0.25% | 760 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,005 | 0.00% | 2 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.