DRH Investments as of March 31, 2020
Portfolio Holdings for DRH Investments
DRH Investments holds 14 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 13.9 | $15M | 58k | 256.41 | |
| Adobe Systems Incorporated (ADBE) | 13.2 | $14M | 44k | 320.40 | |
| Amazon (AMZN) | 10.9 | $12M | 5.9k | 1965.13 | |
| Boeing Company (BA) | 10.9 | $12M | 78k | 149.15 | |
| Union Pacific Corporation (UNP) | 10.3 | $11M | 77k | 142.66 | |
| UFP Technologies (UFPT) | 10.3 | $11M | 283k | 38.68 | |
| Walt Disney Company (DIS) | 9.7 | $10M | 105k | 97.92 | |
| Huntington Ingalls Inds (HII) | 9.5 | $10M | 55k | 183.97 | |
| salesforce (CRM) | 8.6 | $9.1M | 63k | 145.51 | |
| Spdr Gold Trust call | 2.5 | $2.7M | 1.2k | 2240.37 | |
| Ferrari N V put | 0.1 | $158k | 753.00 | 209.83 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $93k | 80.00 | 1162.50 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $81k | 70.00 | 1157.14 | |
| Berkshire Hathaway (BRK.B) | 0.0 | $999.999900 | 3.00 | 333.33 |
