DRH Investments as of June 30, 2025
Portfolio Holdings for DRH Investments
DRH Investments holds 11 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 12.2 | $12B | 30k | 388205.60 | |
| Walt Disney Company (DIS) | 11.5 | $11B | 90k | 124009.61 | |
| General Dynamics Corporation (GD) | 10.7 | $10B | 36k | 291659.76 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.5 | $10B | 57k | 177390.51 | |
| CSX Corporation (CSX) | 10.1 | $9.8B | 300k | 32629.96 | |
| Hershey Company (HSY) | 10.1 | $9.8B | 59k | 165948.87 | |
| Airbnb Com Cl A (ABNB) | 9.7 | $9.4B | 71k | 132339.99 | |
| Union Pacific Corporation (UNP) | 9.1 | $8.8B | 38k | 230081.19 | |
| Diageo Spon Adr New (DEO) | 8.3 | $8.1B | 80k | 100839.47 | |
| Chemed Corp Com Stk (CHE) | 7.8 | $7.5B | 16k | 486938.77 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.5M | 3.00 | 485666.67 |
