Filed: 11/14/2025ACC: 0001630709-25-000006
📋 What this filing means
DRH INVESTMENTS, INC. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $109.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$109.84M
Total AUM (reported)
802.81K
Total Shares
Allocation by class
COM$77.04M70.1%
CAP STK CL C$13.95M12.7%
COM CL A$11.08M10.1%
SPON ADR NEW$7.49M6.8%
GOLD SHS$270.2K0.2%
CL B NEW$1.0K0.0%
Portfolio Concentration
Top 3$40.47M36.8%
4–10$69.09M62.9%
11–25$271.2K0.2%
Top 3 weight
36.8%
Top 10 weight
99.8%
Voting Authority Distribution
Total shares with voting rights: 802.81K
Sole
Full voting authority
802.81K
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)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CATERPILLAR INC COM
SOLEShares30.43K
TypeSH
Market value$14.52M
13.22%
Sole
30.43K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares57.28K
TypeSH
Market value$13.95M
12.70%
Sole
57.28K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares35.19K
TypeSH
Market value$12.00M
10.93%
Sole
35.19K
Shared
0.00
None
0.00
AIRBNB INC
SOLEShares91.27K
TypeSH
Market value$11.08M
10.09%
Sole
91.27K
Shared
0.00
None
0.00
HERSHEY COMPANY COM USD1.00
SOLEShares58K
TypeSH
Market value$10.81M
9.84%
Sole
58K
Shared
0.00
None
0.00
CSX CORP
SOLEShares300.91K
TypeSH
Market value$10.69M
9.73%
Sole
300.91K
Shared
0.00
None
0.00
DISNEY WALT CO COM
SOLEShares90.03K
TypeSH
Market value$10.31M
9.38%
Sole
90.03K
Shared
0.00
None
0.00
CHEMED CORP NEW
SOLEShares20.98K
TypeSH
Market value$9.39M
8.55%
Sole
20.98K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares39.45K
TypeSH
Market value$9.32M
8.49%
Sole
39.45K
Shared
0.00
None
0.00
DIAGEO PLC
SOLEShares78.50K
TypeSH
Market value$7.49M
6.82%
Sole
78.50K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares760.00
TypeSH
Market value$270.2K
0.25%
Sole
760.00
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.00
TypeSH
Market value$1.0K
<0.01%
Sole
2.00
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INC COMSOLE | COM | 30.43K | SH | $14.52M 13.22% | 30.43K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 57.28K | SH | $13.95M 12.70% | 57.28K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 35.19K | SH | $12.00M 10.93% | 35.19K | 0.00 | 0.00 |
AIRBNB INCSOLE | COM CL A | 91.27K | SH | $11.08M 10.09% | 91.27K | 0.00 | 0.00 |
HERSHEY COMPANY COM USD1.00SOLE | COM | 58K | SH | $10.81M 9.84% | 58K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 300.91K | SH | $10.69M 9.73% | 300.91K | 0.00 | 0.00 |
DISNEY WALT CO COMSOLE | COM | 90.03K | SH | $10.31M 9.38% | 90.03K | 0.00 | 0.00 |
CHEMED CORP NEWSOLE | COM | 20.98K | SH | $9.39M 8.55% | 20.98K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 39.45K | SH | $9.32M 8.49% | 39.45K | 0.00 | 0.00 |
DIAGEO PLCSOLE | SPON ADR NEW | 78.50K | SH | $7.49M 6.82% | 78.50K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 760.00 | SH | $270.2K 0.25% | 760.00 | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.00 | SH | $1.0K <0.01% | 2.00 | 0.00 | 0.00 |