DRH Investments as of Dec. 31, 2022
Portfolio Holdings for DRH Investments
DRH Investments holds 11 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
General Dynamics Corporation (GD) | 19.4 | $23M | 94k | 248.11 | |
Kroger (KR) | 16.1 | $20M | 437k | 44.58 | |
Union Pacific Corporation (UNP) | 14.2 | $17M | 83k | 207.07 | |
CSX Corporation (CSX) | 13.8 | $17M | 537k | 30.98 | |
Alphabet Cap Stk Cl C (GOOG) | 12.1 | $15M | 165k | 88.73 | |
Ss&c Technologies Holding (SSNC) | 11.7 | $14M | 271k | 52.06 | |
Walt Disney Company (DIS) | 11.4 | $14M | 158k | 86.88 | |
Spdr Gold Tr Put Put Option | 0.8 | $948k | 9.5k | 100.00 | |
Select Sector Spdr Tr Put Put Option | 0.7 | $812k | 8.4k | 97.00 | |
Hershey Company (HSY) | 0.0 | $2.3k | 10.00 | 233.60 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $927.000000 | 3.00 | 309.00 |