DRH Investments, Inc.
Net seller this quarter
$126M
17
-$8.83M
97.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CAT | $25.3M | 20.03% | 0.01% | -21.6% | Q2 2025 |
 GOOG | $20.3M | 16.03% | Not reported | -0.7% | Q4 2019 |
 CSX | $14.3M | 11.31% | 0.02% | -0.4% | Q3 2020 |
 GD | $12.5M | 9.92% | 0.01% | -0.1% | Q3 2020 |
 UNP | $10.4M | 8.26% | 0.01% | -3.8% | Q4 2019 |
 HSY | $9.77M | 7.74% | 0.03% | -4.6% | Q4 2021 |
 DIS | $8.73M | 6.91% | 0.01% | +6.7% | Q4 2019 |
 CHE | $8.67M | 6.86% | 0.14% | -10.8% | Q1 2025 |
 WDFC | $8.32M | 6.59% | 0.25% | -7.7% | Q4 2025 |
 ABNB | $5.07M | 4.01% | Not reported | +24.6% | Q4 2024 |
 DEO | $933K | 0.74% | 0.00% | -66.5% | Q3 2023 |
 ADBE | $310K | 0.25% | 0.00% | Not reported | Q4 2019 |
 ADSK | $309K | 0.24% | 0.00% | Not reported | Q4 2019 |
 INTU | $306K | 0.24% | 0.00% | New | Q2 2026 |
 CRM | $302K | 0.24% | 0.00% | Not reported | Q1 2020 |
 SPCX | $18.8K | 0.01% | Not reported | New | Q2 2026 |
 BRK.B | $1K | 0.00% | Not reported | Not reported | Q4 2019 |
| Q1 2026 | |||||
| CAT | $21.5M | 17.42% | 0.01% | -0.1% | Q2 2025 |
| GOOG | $16.6M | 13.44% | Not reported | 0.0% | Q4 2019 |
| CSX | $12.4M | 10.06% | 0.02% | +0.5% | Q3 2020 |
| GD | $12.1M | 9.86% | 0.01% | +0.4% | Q3 2020 |
| HSY | $12.1M | 9.85% | 0.03% | -0.1% | Q4 2021 |
| UNP | $9.67M | 7.85% | 0.01% | +0.7% | Q4 2019 |
| DIS | $8.19M | 6.65% | 0.00% | -0.9% | Q4 2019 |
| CHE | $7.88M | 6.40% | 0.16% | +8.9% | Q1 2025 |
| WDFC | $7.55M | 6.13% | 0.27% | +0.3% | Q4 2025 |
| ABNB | $3.59M | 2.91% | Not reported | -2.2% | Q4 2024 |
| DEO | $2.58M | 2.09% | 0.00% | +234.6% | Q3 2023 |
| BRK.B | $958 | 0.00% | Not reported | Not reported | Q4 2019 |
| Q4 2025 | |||||
| GOOG | $18.1M | 16.59% | Not reported | +0.8% | Q4 2019 |
| CAT | $17.4M | 15.91% | 0.01% | -0.4% | Q2 2025 |
| GD | $11.9M | 10.87% | 0.01% | +0.2% | Q3 2020 |
| CSX | $10.9M | 9.98% | 0.02% | -0.1% | Q3 2020 |
| HSY | $10.6M | 9.74% | 0.03% | +0.8% | Q4 2021 |
| DIS | $9.76M | 8.94% | 0.00% | -4.7% | Q4 2019 |
| UNP | $9.16M | 8.39% | 0.01% | +0.4% | Q4 2019 |
| CHE | $8.2M | 7.51% | 0.14% | -8.7% | Q1 2025 |
| WDFC | $7.26M | 6.65% | 0.27% | New | Q4 2025 |
| ABNB | $3.94M | 3.61% | Not reported | -68.2% | Q4 2024 |
| DEO | $892K | 0.82% | 0.00% | -86.8% | Q3 2023 |
| BRK.B | $1.01K | 0.00% | Not reported | Not reported | Q4 2019 |
| Q3 2025 | |||||
| CAT | $14.5M | 13.22% | 0.01% | +0.1% | Q2 2025 |
| GOOG | $14M | 12.70% | Not reported | +0.3% | Q4 2019 |
| GD | $12M | 10.93% | 0.01% | -0.7% | Q3 2020 |
| ABNB | $11.1M | 10.09% | Not reported | +28.8% | Q4 2024 |
| HSY | $10.8M | 9.84% | 0.03% | -1.5% | Q4 2021 |
| CSX | $10.7M | 9.73% | 0.02% | +0.3% | Q3 2020 |
| DIS | $10.3M | 9.38% | 0.00% | +0.6% | Q4 2019 |
| CHE | $9.39M | 8.55% | 0.15% | +35.5% | Q1 2025 |
| UNP | $9.32M | 8.49% | 0.01% | +2.7% | Q4 2019 |
| DEO | $7.49M | 6.82% | 0.00% | -1.8% | Q3 2023 |
 GLD | $270K | 0.25% | 0.00% | New | Q3 2025 |
| BRK.B | $1.01K | 0.00% | Not reported | -33.3% | Q4 2019 |