DRH Investments as of March 31, 2021
Portfolio Holdings for DRH Investments
DRH Investments holds 12 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Huntington Ingalls Inds (HII) | 15.1 | $20M | 96k | 207.46 | |
| Union Pacific Corporation (UNP) | 14.4 | $19M | 86k | 220.41 | |
| General Dynamics Corporation (GD) | 13.9 | $18M | 101k | 181.56 | |
| CSX Corporation (CSX) | 13.6 | $18M | 186k | 96.42 | |
| Kroger (KR) | 12.3 | $16M | 452k | 35.99 | |
| CBOE Holdings (CBOE) | 11.8 | $16M | 157k | 99.49 | |
| Godaddy Cl A (GDDY) | 10.0 | $13M | 170k | 77.63 | |
| UFP Technologies (UFPT) | 7.3 | $9.6M | 193k | 49.82 | |
| Spdr Gold Trust Call Call Option | 0.8 | $1.0M | 1.1k | 980.06 | |
| Alps Etf Tr Call Call Option | 0.6 | $798k | 7.0k | 114.03 | |
| Dexcom Put Put Option | 0.1 | $152k | 253.00 | 600.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $999.999900 | 3.00 | 333.33 |
