DRH Investments as of June 30, 2026
Portfolio Holdings for DRH Investments
DRH Investments holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Caterpillar (CAT) | 20.0 | $25B | 24k | 1064899.99 | |
| Alphabet Cap Stk Cl C (GOOG) | 16.0 | $20B | 57k | 353330.00 | |
| CSX Corporation (CSX) | 11.3 | $14B | 301k | 47530.00 | |
| General Dynamics Corporation (GD) | 9.9 | $13B | 35k | 354240.01 | |
| Union Pacific Corporation (UNP) | 8.3 | $10B | 38k | 272000.00 | |
| Hershey Company (HSY) | 7.7 | $9.8B | 56k | 175450.00 | |
| Walt Disney Company (DIS) | 6.9 | $8.7B | 91k | 96250.00 | |
| Chemed Corp Com Stk (CHE) | 6.9 | $8.7B | 19k | 465740.01 | |
| WD-40 Company (WDFC) | 6.6 | $8.3B | 34k | 243639.99 | |
| Airbnb Com Cl A (ABNB) | 4.0 | $5.1B | 35k | 143100.00 | |
| Diageo Spon Adr New (DEO) | 0.7 | $933M | 12k | 80379.99 | |
| Ishares Tr Call | 0.3 | $318M | 5.2k | 61000.00 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $310M | 1.5k | 205019.83 | |
| Autodesk (ADSK) | 0.2 | $309M | 1.6k | 194419.86 | |
| Intuit (INTU) | 0.2 | $306M | 1.2k | 261000.00 | |
| salesforce (CRM) | 0.2 | $302M | 1.9k | 156659.93 | |
| Ishares Tr Call | 0.2 | $294M | 7.4k | 40000.00 | |
| Ishares Silver Tr Call | 0.1 | $161M | 1.6k | 100000.00 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $19M | 110.00 | 170863.64 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.0M | 2.00 | 500500.00 |
