DRH Investments as of June 30, 2023
Portfolio Holdings for DRH Investments
DRH Investments holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kroger (KR) | 16.1 | $19M | 407k | 47.00 | |
| General Dynamics Corporation (GD) | 15.8 | $19M | 87k | 215.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 15.2 | $18M | 150k | 120.97 | |
| CSX Corporation (CSX) | 14.5 | $17M | 506k | 34.10 | |
| Union Pacific Corporation (UNP) | 13.6 | $16M | 79k | 204.62 | |
| Ss&c Technologies Holding (SSNC) | 13.2 | $16M | 258k | 60.60 | |
| Walt Disney Company (DIS) | 11.2 | $13M | 150k | 89.28 | |
| Spdr Gold Tr Put Put Option | 0.1 | $142k | 4.0k | 35.00 | |
| Goldman Sachs Group Put Put Option | 0.1 | $136k | 494.00 | 275.00 | |
| Nvidia Corporation Put Put Option | 0.1 | $109k | 2.7k | 40.00 | |
| Morgan Stanley Put Put Option | 0.1 | $105k | 2.4k | 44.00 | |
| Hershey Company (HSY) | 0.0 | $2.5k | 10.00 | 253.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.0k | 3.00 | 341.00 |
