DRH Investments as of Sept. 30, 2025
Portfolio Holdings for DRH Investments
DRH Investments holds 12 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 13.2 | $15B | 30k | 477150.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 12.7 | $14B | 57k | 243548.37 | |
| General Dynamics Corporation (GD) | 10.9 | $12B | 35k | 341001.22 | |
| Airbnb Com Cl A (ABNB) | 10.1 | $11B | 91k | 121420.00 | |
| Hershey Company (HSY) | 9.8 | $11B | 58k | 186358.10 | |
| CSX Corporation (CSX) | 9.7 | $11B | 301k | 35510.01 | |
| Walt Disney Company (DIS) | 9.4 | $10B | 90k | 114500.38 | |
| Chemed Corp Com Stk (CHE) | 8.6 | $9.4B | 21k | 447744.79 | |
| Union Pacific Corporation (UNP) | 8.5 | $9.3B | 39k | 236368.76 | |
| Diageo Spon Adr New (DEO) | 6.8 | $7.5B | 79k | 95429.47 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $270M | 760.00 | 355469.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.0M | 2.00 | 502500.00 |
