Filed: 5/15/2025ACC: 0001630709-25-000002
📋 What this filing means
DRH INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $85.46M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$85.46M
Total AUM (reported)
828.38K
Total Shares
Allocation by class
COM$61.43M71.9%
CAP STK CL C$8.36M9.8%
SPON ADR NEW$7.89M9.2%
COM CL A$7.78M9.1%
CL B NEW$1.6K0.0%
Portfolio Concentration
Top 3$27.85M32.6%
4–10$57.61M67.4%
11–25$1.6K0.0%
Top 3 weight
32.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 828.38K
Sole
Full voting authority
828.38K
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
HERSHEY COMPANY COM USD1.00
SOLEShares55.46K
TypeSH
Market value$9.49M
11.10%
Sole
55.46K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares33.87K
TypeSH
Market value$9.23M
10.80%
Sole
33.87K
Shared
0.00
None
0.00
CHEMED CORP NEW
SOLEShares14.85K
TypeSH
Market value$9.14M
10.69%
Sole
14.85K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares36.30K
TypeSH
Market value$8.58M
10.04%
Sole
36.30K
Shared
0.00
None
0.00
CSX CORP
SOLEShares287.53K
TypeSH
Market value$8.46M
9.90%
Sole
287.53K
Shared
0.00
None
0.00
KROGER CO
SOLEShares123.70K
TypeSH
Market value$8.37M
9.80%
Sole
123.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares53.51K
TypeSH
Market value$8.36M
9.78%
Sole
53.51K
Shared
0.00
None
0.00
DISNEY WALT CO COM
SOLEShares82.69K
TypeSH
Market value$8.16M
9.55%
Sole
82.69K
Shared
0.00
None
0.00
DIAGEO PLC
SOLEShares75.30K
TypeSH
Market value$7.89M
9.23%
Sole
75.30K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares65.16K
TypeSH
Market value$7.78M
9.11%
Sole
65.16K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.00
TypeSH
Market value$1.6K
<0.01%
Sole
3.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
HERSHEY COMPANY COM USD1.00SOLE | COM | 55.46K | SH | $9.49M 11.10% | 55.46K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 33.87K | SH | $9.23M 10.80% | 33.87K | 0.00 | 0.00 |
CHEMED CORP NEWSOLE | COM | 14.85K | SH | $9.14M 10.69% | 14.85K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 36.30K | SH | $8.58M 10.04% | 36.30K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 287.53K | SH | $8.46M 9.90% | 287.53K | 0.00 | 0.00 |
KROGER COSOLE | COM | 123.70K | SH | $8.37M 9.80% | 123.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 53.51K | SH | $8.36M 9.78% | 53.51K | 0.00 | 0.00 |
DISNEY WALT CO COMSOLE | COM | 82.69K | SH | $8.16M 9.55% | 82.69K | 0.00 | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 75.30K | SH | $7.89M 9.23% | 75.30K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 65.16K | SH | $7.78M 9.11% | 65.16K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.00 | SH | $1.6K <0.01% | 3.00 | 0.00 | 0.00 |