DRH Investments as of June 30, 2020
Portfolio Holdings for DRH Investments
DRH Investments holds 16 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 17.6 | $20M | 55k | 364.80 | |
| Amazon (AMZN) | 15.0 | $17M | 6.2k | 2758.82 | |
| Adobe Systems Incorporated (ADBE) | 13.3 | $15M | 42k | 357.41 | |
| UFP Technologies (UFPT) | 12.1 | $14M | 314k | 44.06 | |
| Alteryx | 11.8 | $14M | 89k | 151.59 | |
| Union Pacific Corporation (UNP) | 11.7 | $13M | 79k | 169.07 | |
| Huntington Ingalls Inds (HII) | 10.9 | $13M | 71k | 174.49 | |
| Spdr Gold Trust Call Call Option | 3.1 | $3.6M | 1.2k | 2888.89 | |
| Invesco Qqq Tr Put Put Option | 2.6 | $3.0M | 5.8k | 513.98 | |
| Lauder Estee Cos Put Put Option | 0.6 | $707k | 1.2k | 589.66 | |
| Ferrari N V Put Put Option | 0.4 | $504k | 1.2k | 420.35 | |
| Visa Put Put Option | 0.4 | $468k | 1.2k | 390.33 | |
| Chipotle Mexican Grill Put Put Option | 0.2 | $190k | 279.00 | 681.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $113k | 80.00 | 1412.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $49k | 35.00 | 1400.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $999.999900 | 3.00 | 333.33 |
