DRH Investments as of March 31, 2023
Portfolio Holdings for DRH Investments
DRH Investments holds 14 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kroger (KR) | 17.1 | $21M | 428k | 49.37 | |
| General Dynamics Corporation (GD) | 17.1 | $21M | 92k | 228.21 | |
| Union Pacific Corporation (UNP) | 13.3 | $16M | 81k | 201.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.9 | $16M | 153k | 104.00 | |
| CSX Corporation (CSX) | 12.8 | $16M | 525k | 29.94 | |
| Walt Disney Company (DIS) | 12.7 | $16M | 156k | 100.13 | |
| Ss&c Technologies Holding (SSNC) | 12.2 | $15M | 267k | 56.47 | |
| Metlife Put Put Option | 1.4 | $1.7M | 5.0k | 339.00 | |
| Spdr Gold Tr Put Put Option | 0.2 | $202k | 4.2k | 48.00 | |
| Nvidia Corporation Put Put Option | 0.2 | $187k | 1.4k | 138.00 | |
| Nvidia Corporation Put Put Option | 0.1 | $175k | 776.00 | 225.00 | |
| Apple Put Put Option | 0.1 | $141k | 3.1k | 46.00 | |
| Hershey Company (HSY) | 0.0 | $2.6k | 10.00 | 257.20 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $926.000100 | 3.00 | 308.67 |
