DRH INVESTMENTS, INC.

PrivateCIK: 1630709
Location

THOUSAND OAKS, CA

16
Positions
$123.19M
Total AUM (reported)
742.82K
Total Shares

Allocation by class

TOTAL AUM$123.19M16 positions
COM$91.43M74.2%
CAP STK CL C$16.55M13.4%
CALL$9.04M7.3%
COM CL A$3.59M2.9%
SPON ADR NEW$2.58M2.1%
CL B NEW$958.000.0%

Portfolio Concentration

Top 340.9%4–1053.3%11–255.8%TOP 1094.2%0%100%
Top 3$50.41M40.9%
4–10$65.63M53.3%
11–25$7.15M5.8%

Top 3 weight

40.9%

Top 10 weight

94.2%

Voting Authority Distribution

Total shares with voting rights: 742.82K

Sole

Full voting authority

742.82K

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)

Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:

CATERPILLAR INC COM

SOLE
COM
Shares30.30K
TypeSH
Market value$21.47M
17.42%
Sole
30.30K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares57.70K
TypeSH
Market value$16.55M
13.44%
Sole
57.70K
Shared
0.00
None
0.00

CSX CORP

SOLE
COM
Shares301.84K
TypeSH
Market value$12.39M
10.06%
Sole
301.84K
Shared
0.00
None
0.00

GENERAL DYNAMICS CORP

SOLE
COM
Shares35.39K
TypeSH
Market value$12.15M
9.86%
Sole
35.39K
Shared
0.00
None
0.00

HERSHEY COMPANY COM USD1.00

SOLE
COM
Shares58.39K
TypeSH
Market value$12.14M
9.85%
Sole
58.39K
Shared
0.00
None
0.00

UNION PAC CORP

SOLE
COM
Shares39.86K
TypeSH
Market value$9.67M
7.85%
Sole
39.86K
Shared
0.00
None
0.00

DISNEY WALT CO COM

SOLE
COM
Shares84.99K
TypeSH
Market value$8.19M
6.65%
Sole
84.99K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CALL
Shares7.39K
TypeSH
Market value$8.06M
6.54%
Sole
7.39K
Shared
0.00
None
0.00

CHEMED CORP NEW

SOLE
COM
Shares20.86K
TypeSH
Market value$7.88M
6.40%
Sole
20.86K
Shared
0.00
None
0.00

WD 40 CO COM

SOLE
COM
Shares37K
TypeSH
Market value$7.55M
6.13%
Sole
37K
Shared
0.00
None
0.00

AIRBNB INC

SOLE
COM CL A
Shares28.43K
TypeSH
Market value$3.59M
2.91%
Sole
28.43K
Shared
0.00
None
0.00

DIAGEO PLC

SOLE
SPON ADR NEW
Shares34.60K
TypeSH
Market value$2.58M
2.09%
Sole
34.60K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CALL
Shares5.24K
TypeSH
Market value$434.5K
0.35%
Sole
5.24K
Shared
0.00
None
0.00

PINTEREST INC

SOLE
CALL
Shares564.00
TypeSH
Market value$313.0K
0.25%
Sole
564.00
Shared
0.00
None
0.00

PAYPAL HLDGS INC

SOLE
CALL
Shares268.00
TypeSH
Market value$236.4K
0.19%
Sole
268.00
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares2.00
TypeSH
Market value$958.00
<0.01%
Sole
2.00
Shared
0.00
None
0.00