DRH Investments as of Sept. 30, 2024
Portfolio Holdings for DRH Investments
DRH Investments holds 14 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 16.1 | $15B | 92k | 168695.08 | |
| Kroger (KR) | 15.7 | $15B | 262k | 57564.44 | |
| General Dynamics Corporation (GD) | 15.7 | $15B | 49k | 306323.38 | |
| Union Pacific Corporation (UNP) | 13.4 | $13B | 52k | 247371.22 | |
| CSX Corporation (CSX) | 12.7 | $12B | 348k | 34982.65 | |
| Hershey Company (HSY) | 10.7 | $10B | 54k | 192585.86 | |
| Walt Disney Company (DIS) | 10.1 | $9.7B | 100k | 97107.41 | |
| Diageo Spon Adr New (DEO) | 5.0 | $4.8B | 34k | 142143.57 | |
| Prudential Finl Put Put Option | 0.3 | $255M | 3.2k | 80000.00 | |
| Metlife Put Put Option | 0.2 | $181M | 7.2k | 25000.00 | |
| Tesla Put Put Option | 0.1 | $128M | 3.2k | 40000.00 | |
| Apple Put Put Option | 0.1 | $99M | 1.2k | 85000.00 | |
| Costco Whsl Corp Put Put Option | 0.1 | $82M | 812.00 | 101000.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.4M | 3.00 | 460000.00 |
