DRH Investments as of Sept. 30, 2020
Portfolio Holdings for DRH Investments
DRH Investments holds 14 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 15.1 | $16M | 83k | 196.86 | |
| UFP Technologies (UFPT) | 13.0 | $14M | 339k | 41.42 | |
| CSX Corporation (CSX) | 12.6 | $14M | 176k | 77.76 | |
| General Dynamics Corporation (GD) | 12.0 | $13M | 94k | 138.43 | |
| Huntington Ingalls Inds (HII) | 11.9 | $13M | 92k | 140.75 | |
| CBOE Holdings (CBOE) | 11.8 | $13M | 146k | 87.74 | |
| Godaddy Cl A (GDDY) | 11.3 | $12M | 161k | 75.97 | |
| Apple (AAPL) | 6.3 | $6.9M | 59k | 115.80 | |
| Spdr Gold Trust Call Call Option | 4.2 | $4.6M | 1.2k | 3707.83 | |
| Vanguard Index Fdx Real Estate Etf Put Option | 1.2 | $1.3M | 5.1k | 247.02 | |
| Chipotle Mexican Grill Put Put Option | 0.3 | $271k | 513.00 | 528.27 | |
| Lauder Estee Cos Put Put Option | 0.1 | $162k | 1.2k | 135.11 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $117k | 80.00 | 1462.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $999.999900 | 3.00 | 333.33 |
