DRH Investments as of June 30, 2021
Portfolio Holdings for DRH Investments
DRH Investments holds 13 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Huntington Ingalls Inds (HII) | 14.9 | $20M | 96k | 210.75 | |
| Union Pacific Corporation (UNP) | 14.2 | $19M | 87k | 219.93 | |
| General Dynamics Corporation (GD) | 14.1 | $19M | 101k | 188.26 | |
| CBOE Holdings (CBOE) | 14.0 | $19M | 159k | 119.05 | |
| CSX Corporation (CSX) | 13.4 | $18M | 563k | 32.08 | |
| Kroger (KR) | 12.9 | $18M | 456k | 38.32 | |
| Godaddy Cl A (GDDY) | 11.2 | $15M | 174k | 86.96 | |
| Alps Etf Tr Call Call Option | 1.6 | $2.1M | 7.1k | 300.04 | |
| Nuance Communications | 1.4 | $1.9M | 36k | 54.44 | |
| Aerojet Rocketdy | 1.4 | $1.9M | 40k | 48.28 | |
| Spdr Gold Trust Call Call Option | 0.7 | $966k | 1.1k | 904.49 | |
| Dexcom Put Put Option | 0.1 | $96k | 602.00 | 159.47 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $999.999900 | 3.00 | 333.33 |
