DRH Investments as of Dec. 31, 2025
Portfolio Holdings for DRH Investments
DRH Investments holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl C (GOOG) | 16.6 | $18B | 58k | 313800.00 | |
| Caterpillar (CAT) | 15.9 | $17B | 30k | 572870.00 | |
| General Dynamics Corporation (GD) | 10.9 | $12B | 35k | 336660.00 | |
| CSX Corporation (CSX) | 10.0 | $11B | 301k | 36250.00 | |
| Hershey Company (HSY) | 9.7 | $11B | 59k | 181980.00 | |
| Walt Disney Company (DIS) | 8.9 | $9.8B | 86k | 113770.01 | |
| Union Pacific Corporation (UNP) | 8.4 | $9.2B | 40k | 231320.01 | |
| Chemed Corp Com Stk (CHE) | 7.5 | $8.2B | 19k | 427859.98 | |
| WD-40 Company (WDFC) | 6.7 | $7.3B | 37k | 196900.01 | |
| Airbnb Com Cl A (ABNB) | 3.6 | $3.9B | 29k | 135719.99 | |
| Ishares Tr Call | 0.9 | $984M | 7.4k | 133000.00 | |
| Diageo Spon Adr New (DEO) | 0.8 | $892M | 10k | 86269.97 | |
| Spdr S&p 500 Etf Tr Put | 0.1 | $88M | 1.3k | 67000.00 | |
| Spdr S&p 500 Etf Tr Put | 0.0 | $26M | 1.3k | 20000.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.0M | 2.00 | 502500.00 |
